William Perez M.A. Expertise: Individual and small business taxes Title: Principal Tax Advisor Education: San Francisco State University Location: San Francisco, California Highlights William Perez worked at the Internal Revenue Service (IRS) as a graduate student intern and later as a tax specialist in 2002 and 2003In 2005 he opened his own tax practice in San Francisco, CaliforniaSince 2017, William has been Senior Tax Advisor at Recover.tax Experience William Perez is a tax expert who has worked for the IRS and is registered as an enrolled agent.William developed hands-on expertise with personal and business tax first through his work at the IRS, and later by helping people who have late returns, preparing U.S. tax returns for individuals and businesses with foreign income, representing clients who are under audit, and representing clients who owe taxes and must deal with the IRS's collections department.William completed 640 hours of technical training in taxation as part of his on-the-job training with the IRS. He then embarked on a program of self-study which lead to him successfully passing the enrolled agent exam. He earned his enrolled agent certification from the Internal Revenue Service in 2005. Education Before William became a tax professional, he completed a master's degree in philosophy at San Francisco State University. About The Balance The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.