After over 12 successful years working for other certified public accounting firms, I opened Gallati Professional Services, my own tax concentrated firm, in 2014.
My education and public accounting experience has given me a specialized range of expertise in the taxation of individuals, small businesses, gifts, estates, and trusts. I also have extensive experience in multi-state tax preparation and IRS/State audit representation.
Although you can view my credentials on my Alexis E. Gallati LinkedIn profile, here are the highlights:
Bachelor of Science in Accounting (double major in Finance) – Westminster College (UT)
Master of Business Administration (MBA) – Suffolk University (MA)
Master of Taxation (MST) – Suffolk University (MA)
Enrolled Agent – I passed the rigorous U.S. Treasury Department’s Special Enrollment Examination (“Enrolled Agent exam”) and Federal background checks to earn my Enrolled Agent designation.
NTPI Fellow – I completed the IRS Representation Fellowship at the National Tax Practice Institute.
What I love to do outside of tax:
I spend my free time with my wonderful husband and our three young boys. I am an avid equestrian and enjoy learning new technologies.