Welcome to Gallati Professional Services,
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.
Alexis E. Gallati, EA, MBA, MST, CTC
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:
Education:
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)
Designations:
Enrolled Agent (EA) – 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.
Certified Tax Coach (CTC) – I completed my certified tax planner designation after completing extensive training on high-level tax saving strategies.
Memberships:
National Association of Enrolled Agents
National Association of Tax Professionals
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.
