Our Team

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Allen M. Scioli, EA

President

Mr. Scioli, along with his wife, opened Scioli & Associates in October 2005 after working for the Internal Revenue Service (IRS) as a former IRS Field Assistance Tax Specialist and IRS Revenue Officer with the SB/SE Division since 1994. After seeing how the community was impacted by lack of fair representation, they made it their mission to provide affordable, zealous help for anyone who needed it. So with this background, he brings with him vast experience in compliance/collection enforcement and tax law procedure.

Allen is originally from Buffalo, New York and holds a B.A. degree in Law & Legal Studies from the State University of New York at Buffalo. He is also an Enrolled Agent (EA) admitted to practice before the IRS and has received  new certification – Certified Acceptance Agent CCA designation given by the Internal Revenue Service.

Mr. Scioli has been involved in the federal taxation arena for over 20 years. Not only does his experience include practicing in a top national public accounting firm and enforcing tax law as a Revenue Officer, but he is also a specialist in IRS Offers in Compromise (OIC). He has saved clients millions of dollars with hundreds of approved OIC.

Additionally, Mr. Scioli has served as an expert witness in many State Tax Tribunal cases, U.S. Bankruptcy & District Court cases and U.S. Dept. of Justice cases dealing with the Tax Division.

He is also a former U.S. Treasury Secretary Appointee & member to the IRS’s Taxpayer Advocacy Panel (TAP). This federal advisory panel appointment allowed Mr. Scioli to have direct impact to improve IRS policies and programs and build invaluable relationships. Allen was the State of Michigan’s delegate and represented the voice of the people while in Washington D.C.  He was also the Chairman of the IRS Notice and letters oversight committee. To learn more visit www.improveirs.org.

Mr. Scioli is a requested speaker and instructor on various tax law issues including new legislation from national tax groups, universities, and local organizations. He is a published author in several local and national accounting magazines on topics such as Qualified Dividends, AMT, Capital Gains, and most recently, articles published in the Michigan Lawyers Weekly titled ìIRS Audit Why Meî and in a Long Island New York Leading Edge firm, Marcum & Kliegman LLP titled “Health Savings Accounts an Overview and Comparison”.

He and his wife also co-founded several Volunteer Income Tax Assistance (VITA) sites in New York and Michigan and have assisted thousands of taxpayers with tax return preparation, tax counseling and compliance issues.

Mr. Scioli is a member in good standing with the National Association of Tax Practitioners (NATP) and sponsors the township’s local sports teams.

Fun fact: US Navy Veteran
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Susan E. Scioli, EA

Vice President

Mrs. Scioli, along with her husband, opened Scioli & Associates in October 2005 after working for the Internal Revenue Service (IRS) as a former IRS Field Assistance Tax Specialist and IRS Senior Tax Specialist in the SB/SE Division since 1993 and has received  new certification – Certified Acceptance Agent CCA designation given by the Internal Revenue Service.

After seeing how the community was impacted by lack of fair representation, they made it their mission to provide affordable, zealous help for anyone who needed it. So with this background, she brings with her multiple disciplines in fiduciary returns and interpretation of new tax law.

Susan is an Enrolled Agent (EA) admitted to practice before the IRS and is also on staff at Michigan State University (MSU) as a requested and renowned instructor, traveling the state and covering topics from recent tax law updates to complex resolution tactics.

Mrs. Scioli has been involved in the federal taxation arena for over 20 years. In this time frame, she has also been a sought speaker for Cornell University, MSU Detroit College of Law, Independent Accounts Association of Michigan (IAAM), National Association of Tax Preparers (NATP), and the Michigan Society of Enrolled Agents (MiSEA).

Additionally, Susan has published multiple tax related articles and is involved in the National Income Tax Workbook. She contributes various chapter as an author and frequently is asked to be the involved in the final review and edits through the Land Grant University Tax Education Foundation (LGUTEF) which is utilized nationwide to educate practitioner communities.

She and her husband also co-founded several Volunteer Income Tax Assistance (VITA) sites in New York and Michigan and have assisted thousands of taxpayers with tax return preparation, tax counseling and compliance issues.

Mrs. Scioli is a member in good standing with the National Association of Enrolled Agents (NAEA), , Independent Accounts Association of Michigan (IAAM), National Association of Tax Preparers (NATP), and the Michigan Society of Enrolled Agents (MiSEA). She is also involved with the sponsorship of the township’s local sports teams.

Fun fact: Originally from Buffalo, New York and moved to Michigan in 2001.

Advocates, Advisors, & Staff

Peggy A. Burns, EA, BPA

Senior Case Manager


Mrs. Burns joined the Scioli’s in the summer of 2007 as a Taxpayer Advocate after spending 6 years as a business owner and an additional 10 years working for the national tax prep firm, H&R Block, as a Master Tax Advisor. She was promoted to Senior Case Manager in 2010. Her niche areas include small businesses, both corporations and partnerships, the setting up and closing of companies, Clergies, Non-Profits, Payroll, financial statements, and QuickBooks.

Peggy holds a Bachelors of Professional Accounting from Saginaw Valley State University (SVSU) and has been licensed to practice before the Internal Revenue Service as an Enrolled Agent since 2002. She is also a member of the National Association of Tax Professionals (NATP). Peggy has also received new certification – Certified Acceptance Agent CCA designation given by the Internal Revenue Service.

With all her experience, Peggy became a requested instructor and has taught practitioners for over 14 years in many areas of tax law; from basic and advanced topics to corporations and partnerships. She is a requested speaker on various hot topics of federal and state legislative tax law, including specialized clergy returns as well. Peggy has also spent some time as an instructor with the MSU Tax Schools.

As the firm’s Senior Case Manager, Peggy is responsible for the oversight of all Advocates and Associates Advocates and their case loads. She helps to direct the staff through their cases when problems, questions, or abnormalities arise. Her remaining time at work is spent training the staff on updated tax law or case resolution procedures, working through complex compilations of financial statements for her niche clientele, or preparing clergy and non-profit returns. Peggy truly loves using her God given talents to help others, from staff and clients to friends and family, and knows that if there’s a will, there’s a way!

Fun fact: “I love animals of all kinds and think they all have feelings.”

Donald K. Scott, EA

Taxpayer Advocate


Mr. Scott joined the Scioli’s in the winter of 2009 after spending 4 years as a Revenue Agent in the Small Business/Self Employed Division (SB/SE) of the Internal Revenue Service (IRS). He also spent 2 years as a Tax Resolution Representative in the Wage & Investment Division.

Don’s niche area is in examination and audit representation. His background with the IRS and years of tax preparation and accounting experience allow him a better understanding of audit related tax law. Even with a solid background in Federal audits, Don also represents clients in State, Unemployment, and Local audits.

Don has been licensed to practice before the Internal Revenue Service as an Enrolled Agent since 2009 and is also a member of the National Association of Tax Professionals (NATP).

Because of Don’s audit specialty, he was requested to spend a few years as an instructor with the MSU Tax Schools. When he was with the IRS, he also taught other Revenue Agents in the practices and procedures of advanced topics such as partnerships, corporations, and sub-chapter S corporations.

As one of the firm’s Taxpayer Advocates, Don is responsible to provide zealous representation for all his assigned clientele and to defend their rights as a taxpayer. His representation may include financial analyses, information compilations, and various communications with government authorities. At the end of the day, Don works to satisfy each client with a correct tax assessment and an affordable payment resolution.

Fun fact: Harley Davidson enthusiast

Vandetta Y. Logan, EA

Taxpayer Advocate


Ms. Logan joined the Scioli’s in the fall of 2011 after spending 24 years as a Senior Tax Specialist in the Wage & Investment Division of the Internal Revenue Service (IRS).

Vandetta’s niche area is in foreign tax issues and compliance. Her background with the IRS and accounting education from Saginaw Valley State University (SVSU) and Western Michigan University (WMU) allow her an expert’s level of understanding in penalty abatements, tax law, and tax research, along with the knowledge of what standards government authorities should be adhering to during their investigations.

Vandetta has been licensed to practice before the Internal Revenue Service as an Enrolled Agent since 2012 and is also a member of the National Association of Tax Professionals (NATP).

Because of Vandetta’s compliance specialty, the IRS requested her as an instructor during her employment for training related to basic tax law, technical tax law, CPE refresher courses, and compliance collection courses.

As one of the firm’s Taxpayer Advocates, Vandetta is responsible to provide zealous representation for all her assigned clientele and to defend their rights as a taxpayer. Her representation may include financial analyses, information compilations, and various communications with government authorities. At the end of the day, Vandetta works to satisfy each client with a correct tax assessment and an affordable payment resolution.

Fun fact: Sings in her local church choir.

Ronald Badgerow III

Lead Associate Advocate & Notary Public


Mr. Badgerow joined the Scioli’s in the winter of 2007 as an Associate Advocate after spending some time as an Intern with an accounting firm in Bay City, Michigan, training in customer service along with small governmental auditing practices and procedures. He was promoted to a Lead Associate Advocate in 2014.

Ron’s niche area is in State representation and payroll. With years of training in Michigan’s tax law, unemployment procedures, and local rules, he has the knowledge and experience to finesse each case’s unique State issues while teaching clients the State’s payroll procedures. He is also a member of the American Payroll Association (APA) which further enhances his payroll resources. Ron has also been a Notary Public for the State of Michigan since 2011.

In 2014, Ron was requested to write ëtax teasers’ for the Independent Accountants Association of Michigan’s (IAAM) bi-weekly newsletters because of his unique ability to make tax law understandable. Tax related questions are posed to the group who then seek out experts, like Ron, who spend time researching the issue and write a column-type reply for readers who may have a similar concern.

As the firm’s Lead Associate Advocate, Ron is responsible to provide zealous representation for all his assigned clientele and to defend their rights as a taxpayer. He is also responsible for overseeing all the Associate Advocates and their case loads while working alongside the firm’s Senior Case Manager to discuss and schedule any necessary training. In his free time, Ron enjoys spending his time with his wife and kids.

Fun fact: “I used to be in a rock band and currently help lead worship at my church.”

Jeffrey A. Dixon, EA

Taxpayer Advocate


Mr. Dixon joined the Scioli’s in the winter of 2015 with two years of experience from the Bay County Probate Court and over two years of non-profit knowledge from the Delta College Foundation.

Jeff’s niche area is in Offer in Compromises, legal writing, and research, some of which was acquired in 2015 when he graduated from Delta College as a Legal Support Professional. His education is enhanced by his experience with paralegal responsibilities and criminal procedures. His expertise with Federal Offer in Compromises comes from his two years of hands-on analyses and compilations with our firm.

As one of the firm’s Associate Taxpayer Advocates, Jeff is responsible for providing zealous representation for all his assigned clientele and to defend their rights as a taxpayer. His representation may include financial analysis, information compilations, and various communications with government authorities. At the end of the day, Jeff aims to satisfy each client with an affordable payment resolution and a better understanding of proper tax planning.

Fun fact: Jeopardy and trivia fanatic

Susan Kretschmer

Administrative Assistant


Ms. Kretschmer joined the Scioli’s in the fall of 2015 with over 10 years of office administrative and clerical experience.

Susan’s niche area is in clerical support for legal professionals, which is boasted by her advanced certificate as an Office Specialist, earned from Delta College in 2016, along with her current pursuit of her Associates as a Legal Support Professionals from Delta College.

As one of the firm’s Administrative Assistants, Susan is responsible for providing support to all staff members in relation to coordinating client and government communications, deadline resolutions, and overall organization. She also works directly with clients to answer complex inquiries and ensure a layman understanding of their case. At the end of the day, Susan aims for each client to experience exceptional tax resolution without feeling overwhelmed by the legal aspects of their representation.

Fun fact: Enjoys any outdoor activity.

Alexa Mahan

Payroll Associate


Ms. Mahan joined the Scioli’s in the summer of 2012 after spending 2 years as a Legal Assistant for a local, private firm that specialized in taxation, corporations, estate planning, and real estate.

Alexa’s niche area is in complete payroll processing. With years of training in payroll procedures, employee classification, and employer requirements, she has the ability to interpret the ever-changing tax laws to keep her business clients current and compliant.

Her skills and resources are furthermore bolstered by her membership with the American Payroll Association (APA). Alexa is also studying to become a Certified Payroll Professional (CPP) through the APA with an expected pass date in late 2017.
As the firm’s Payroll Associate, Alexa is responsible to provide a start-to-finish payroll process for each of her clients, beginning with a complete system set up, mailing each employee check, and processing each employer payment in a timely manner. She is also responsible for backing up our clerical staff during busy hours by answering phones and processing new engagements. In her free time, Alexa enjoys spending time with her kids.

Fun fact: Amateur Astronomer

Kenzie L. Scioli

Associate Taxpayer Advocate


Mrs. Scioli joined the Scioli’s in the winter of 2015 after spending a semester with the firm as an Intern learning about office procedures and basic tax law. She also has previous experience as a choir director and bank teller where she learned valuable skills in work ethic and compassion.

Kenzie’s niche area is in Offer in Compromises and criminal research after spending her first year training directly under the firm’s President, Allen Scioli, in multiple criminal cases. Her experience with Federal Offer in Compromises comes from the two years of hands-on analyses and compilations with our firm.

As one of the firm’s Associate Taxpayer Advocates, Kenzie is responsible for providing zealous representation for all her assigned clientele and to defend their rights as a taxpayer. Her representation may include financial analyses, information compilations, and various communications with government authorities. At the end of the day, Kenzie aims to satisfy each client with an affordable payment resolution and a better understanding of proper tax planning.

Fun fact: As a child, she introduced herself as the Future Governor of Michigan' and worked at securing the votes of anyone she'd meet.

Cheryl M. Palmer, EA

Taxpayer Advocate


Mrs. Palmer joined the Scioli’s in the spring of 2015 after spending 3 years as a SME (Subject Matter Expert, a designation given by IRS as being 100% proficient/knowledgeable in a specific area of tax law). Taxwise Area Coordinator, 8 years as an Individual Tax Advisory Specialist, and 2 years as a Small Business / Self-Employed (SB/SE) Specialist, all within the Internal Revenue Service (IRS).

Cheryl’s niche area is in Offer in Compromises, Levy Releases, and Installment Agreement Negotiations. Her background with the IRS and accounting education from the University of Michigan (U of M) give her an expert’s level of understanding for financial analyses, compliance related tax return preparation, and back-tax negotiations.

As one of the firm’s Associate Taxpayer Advocates, Cheryl is responsible for providing zealous representation for all her assigned clientele and to defend their rights as a taxpayer. Her representation may include financial analyses, information compilations, and various communications with government authorities. At the end of the day, Cheryl aims to satisfy each client with an affordable payment resolution and a better understanding of proper tax planning.

Fun fact: Loves to shop and spend time with family.

Anthony Scioli

Associate Taxpayer Advocate


Mr. Scioli joined the Scioli’s in the winter of 2015 after spending a year at Northwood University in the Business Management program. There, he gained valuable experience with record keeping, accounting, and basic tax law. Prior to 2015, Tony worked part-time with the firm as an Accounts Assistant, working with clients who had financial difficulties to ensure they could afford our firm’s representation.

Tony’s niche area is in Federal and State Offer in Compromises and financial analyses. After two years of hands-on tax return prep and financial compilations with our firm, he has gained valuable, real-life experience with what the State and Federal Government Officials require versus what they may request.

As one of the firm’s Associate Taxpayer Advocates, Tony is responsible for providing zealous representation for all his assigned clientele and to defend their rights as a taxpayer. His representation may include financial analyses, information compilations, and various communications with government authorities. At the end of the day, Tony aims to satisfy each client with an affordable payment resolution and a better understanding of proper tax planning

Fun fact: Experienced Drone Pilot

Christina M. Scioli

Administrative Assistant


Miss Scioli joined the Scioli’s in the winter of 2015 with over 3 years of office administrative and customer service experience.

Christina’s niche area is in clerical support and financial analysis. After spending a year working hand-in-hand with the firm’s Taxpayer Advocate’s, she gained valuable knowledge in financial compilations and what information the government deems necessary when reviewing monetary abilities prior to settling a case.

As one of the firm’s Administrative Assistants, Christina is responsible for providing support to all staff members in relation to coordinating client and government communications, deadline resolutions, and overall organization. She also works directly with clients to answer complex inquiries and ensure a layman understanding of their case. At the end of the day, Christina aims for each client to experience exceptional tax resolution without feeling overwhelmed by the legal aspects of their representation.

Fun fact: Published magazine model

Kimberly S. Taylor

Human Resource & Accounts Manager


Mrs. Taylor joined the Scioli’s in the spring of 2006, working part-time as an Administrative Assistant. In 2010, Kim was promoted to Accounts Manager where she oversaw all client accounts and worked with clients who had financial difficulty to ensure they can afford the firm’s representation. Then in 2013, Kim accepted the position of Human Resource Manager while also continuing to oversee the firm’s accounts receivables.

Kim holds an Associate in Business Studies with her specialty in Small Business Management from Delta College. She’s also an active member in the Society for Human Resource Management (SHRM) and the local Valley Society for Human Resource Management (VSHRM) since the summer of 2016. These experiences and resources allow her to have a well-rounded and in-depth understanding of what the firm, employees, and clientele require.

With all her experience, Kim became a requested speaker by previous professors and has spoken to young HR professionals at Delta College about legal requirements, on boarding, and other experiences that can help shape a better management team.

As the firm’s Human Resource & Accounts Manager, Kim is responsible for the oversight of all employees. She helps to navigate the staff through internal or external issues, questions, or abnormalities, along with the on-boarding and basic training for any open positions. Her remaining time is spent overseeing the accounts receivables department and processing the company’s payroll. At the end of the day, Kim aims to keep the firm’s employees happy while ensuring clients are getting the stellar representation the firm is known for.

Fun fact: Has 2 dogs that she considers her children.
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