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Expertise:
  • Non-resident taxation
  • Real estate taxation
  • Tax optimization
Education:
  • Bachelor of Science, University of Georgia

Mel Whitney, a valued Enrolled Agent (EA) with TFX, combines extensive tax expertise with a rich educational and personal background. His journey into the tax advisory field is underpinned by a Bachelor of Science in Accounting from the University of Georgia, a choice that laid the foundation for his distinguished career.

Mel's academic path was marked by a keen interest in tax law and financial strategy, which led him to pursue and achieve the prestigious EA designation, the highest credential awarded by the IRS.

In his role at TFX, Mel is dedicated to helping individuals and businesses navigate the complexities of the US tax code, specializing in services for expatriates. His 15 years of experience in the field is marked by a deep commitment to providing comprehensive, client-focused tax solutions that ensure clients achieve both compliance and optimization in their tax affairs.

Outside of work, Mel has a passion for woodworking, a craft that allows him to express his creativity and meticulous attention to detail in a tangible form.

Mel is also deeply committed to lifelong learning, often attending seminars and workshops to stay ahead of the latest tax regulations and strategies.

His educational background, combined with his professional expertise and personal pursuits, make Mel Whitney a well-rounded individual and a valuable asset to the TFX team. His dedication to his clients, passion for his hobbies, and constant pursuit of knowledge define his approach to life and work.

Articles

Seven Reasons For Unexpectedly High US Tax Bills

Tax preparers work in a post-facto world, where we are tasked with submtiting to the IRS a report of what has happened in the past. Here we present seven of the most common reasons we find where clients may unexpectedly face a high US tax bill. If your situation is one of the described below - unfortunately you often must accept it as an unavoida...

Other Impacts of Tax Reform

Article 4 of a Series The first 3 articles in this series addressed some of the larger changes to the tax code due to the passage of the Tax Cuts and Jobs Act. In this final article, several less impactful changes, or changes affecting fewer people, are ...

What is a Teacher or Trainee for Tax Purposes?

Teacher Or Trainee? A person who is in the US temporarily under either a “Q” or “J” visa, and is not a student, and who is substantially compliant with ...

The IRS is Using Data Analysis to Catch Tax Cheats

IRS Criminal Investigation Division Establishes New Initiatives In Aug 2017, the IRS announced the creation of two new investigation initiatives: - International Tax Enforcement Group - Nationally Coordinated Investigations Unit These will both report directly into the Criminal Investigation division&rs...

Domestic Streamlined Offshore & Certification Form 14654

Streamlined Program Overview The IRS streamlined program breaks down into two camps. 1. Streamlined Foreign Offshore Program (SFOP) ...

Effectively Manage the Timing of Restricted Stock Units (RSU) to Receive Optimal Tax Treatment

Startup culture is booming. You’re on your way to disrupting every industry known to man - but first, make sure you’ve got a handle on your finances. As a founder or early stage employee of a startup, not only do you have to worry about your burgeoning service or product, but you must learn to wade through the world o...