Marie Wray

My life took a turn when I became full time elder caregiver. I came to understand the value of financial knowledge and opportunity. I decided not to re-enter the corporate world, and instead bring the valuable knowledge of that professional level to people striving to make their own way.

Our times are requiring individuals to establish their own way, developing their own businesses and so many of us are not prepared for the administration of the effort. It will be important to develop relationships with specialists that understand where you are and care about your growth. No one is born knowing this and not every specialist can do it all. Good ones know where you can go, valuable ones can help you devise or advise you in a plan for action.

I do not judge. I have seen enough and have been all over the map myself. I know, I understand and, as long as my client is interested in using taxation as a tool to function in this society, I am willing to facilitate Tax Literacy.

On the other hand I appreciate clients who are well organized and want to minimize risk of issues. I meet my clients where they are.

Definitely. It will require effort on your part.

Due to the proliferation of ID theft and cyber crime, the IRS and other agencies are developing systems that will require you taking more responsibility. In 2021, the Service is setting the expectation for a lot of disruption.

One initiative is to create an ID.me account (at IRS.gov) for as many as possible. Working remotely, documents will have to be uploaded to a secure file exchange and there will have to be an exchange of information to identify you with the IRS.

I do not work with customers across a desk. If local I arrange for document exchange, if remote secure file drops and video exchanges are required.