BRIAN W FUGATE

11314 N DONNELLY AVE  

KANSAS CITY MO 64157

PHONE 816-792-8252  

E-MAIL BFUGATE@KC.RR.COM

EDUCATION

            2009-Present                  Kaplan University                  

Currently working on a Bachelor of Science in Business Administration

1988-Present                  Maple Woods College              Kansas City, Mo

PROFESSIONAL EXPERIENCE

February 17, 2009 - Present     Internal Revenue Service            Kansas City, Mo

            Tax Examiner Tech

Receive and analyze taxpayer inquiries, requests for adjustment action, and other input documents to determine nature of problem.

Research microfilm records, encoder books, and other sources for pertinent data.  Contacts taxpayers and/or their representatives to obtain necessary information.

Perform the full range of corrections to taxpayer accounts, adjust accounts, input credit transfers, recomputed penalty and interest, and initiates manual refunds.

Analyze and make determinations whether to suspend collection for a period of time on balance due notices when corrective action may be necessary.

            Provide advice on tax regulations.

Analyze and determine taxpayer's financial condition by an investigation of financial statements.

Prepare tax adjustment documents, payment tracer documents, payment posting vouchers, and posts payments received.

            Prepare notices of Lien, Notices of Levy, Summons, Release of Levy.

Initiate and send correspondence to taxpayers and/or third parties, independently composing items of a repetitive nature.

            2001-2008     Shook Hardy & Bacon LLP        Kansas City, Mo

            Accounting Clerk III

            Process attorney bills for the Miami office and Tort Section

            Verify and process payments from clients to

            Verify editing and billing from attorney to clients

            Create and maintain excel spreadsheets for various clients

            Create and run reports on various clients needed by Attorneys

            Create and run audit reports that are requested by clients

            Maintain maintenance for line printers for the department

            Work on the Elite Enterprise Accounting System

1995-2001     Family Snacks Inc.   Kansas City, Mo

            Billing

            Handled Deposit for 50 Distributors.

            Input Inventory Orders from Distributors.

Audited distributor orders and sales to verify that billing to clients and drivers are accurate with inventory

            Collection of Accounts for all drivers and distributors

            1992-1995    Fortis Benefits Insurance     Kansas City, Mo

            Mail Clerk

            Process all incoming and outgoing mail.

Process cost of United Parcel Service, Federal Express, Roadway Packing and US Postal cost to correct departments for budget evaluation

            Process booklets requested for clients

            Bind client booklets for shipment

            Deliver inventory to processors for review

            1990-1992     Captain D’s   Kansas City, Mo

            Assistant Store Manager

            Inventory of Store products.

            Deposit of daily income.

            Managed day to day store operations.

            Supervised 40 employees for day to day operations

COMMUNITY ACTIVITIES

            Boy Scouts of America, Coaching Pop Warner Football VOLUNTEER

EXPERIENCE

I have spent 5 years coaching Pop Warner Football for Liberty, 2 years as a Little League Baseball coach for Liberty Parks and Recreation and 7 years as a leader for the Boy Scouts of America Troop 320 Liberty Missouri SECURITY CLEARANCE

            I currently hold a GS-5 rating with the Internal Revenue Service