Jo-Ann Weiner, EA, CFE, CTRS, NTPI Fellow

Jo-Ann Weiner is an expert in the forensic tax accounting field as a Certified Fraud Examiner, an Enrolled Agent, an NTPI Fellow, and a Certified Tax Resolution Specialist.

In 2011, after working for the IRS as a Revenue Agent for 35 years (where she audited federal tax returns, analyzing books and records, worked as a special enforcement agent on civil cases, criminal cases, and grand jury cases), Ms. Weiner worked as an outside contractor for the IRS teaching Corporate Taxation to Revenue Agents.

In 2013 she transitioned her vast and deep experience with the federal government by forming her private practice J. L. Weiner & Associates, LLC. Based on her technical tax law knowledge, experience auditing books and records, and her knowledge of the procedures and practices of the IRS, Jo-Ann routinely represents clients who are being audited by the federal or state government or are being investigated on federal criminal tax charges. Her work expands to helping clients with penalty abatement, offers in compromise, or installment agreements. She collaborates closely on legal teams and in divorces helping to determine assets available to her clients. Corporations victimized by corporate fraud are among her clients. In the past, Ms. Weiner served as an expert witness testifying in court for the federal government. Currently, Ms. Weiner testifies and has been deemed an “expert” in legal disputes.

Jo-Ann continues teaching and speaking regarding technical tax topics. She has been a member of the National Speaking Team for the National Association of Enrolled Agents. She is published on various technical tax topics. She has been nationally published regarding Indirect Methods of Proving Income to include Bank Deposit Analysis, Source and Application of Funds, Net Worth Method, and Ratio Analysis. Jo-Ann has taught her indirect method of proving income course to various accounting groups but most notably to groups at Seton Hall University, Rowan University, NJSEA, NYSSEA, the Philadelphia Chapter of the Association of Certified Fraud Examiners, the Criminal Law Section of the NJ Bar and Lorman Seminars. Currently, she is teaching at the Internal Auditors Annual Fraud Conference as well as to the Certified Tax Resolution Specialists of the ASTPS – both of these will be held as webinars.

Keeping current with the ever changing tax law, Jo-Ann maintains a tax return practice for her clients. She is a director on the board of directors of the New Jersey Society of Enrolled Agents and a member of the Association of Certified Fraud Examiners, the National Association of Certified Valuation Analysts and the Association of Tax Problem Solvers.

Jo-Ann Weiner is an expert in the forensic tax accounting field as a Certified Fraud Examiner, an Enrolled Agent, an NTPI Fellow, and a Certified Tax Resolution Specialist.

In 2011, after working for the IRS as a Revenue Agent for 35 years (where she audited federal tax returns, analyzing books and records, worked as a special enforcement agent on civil cases, criminal cases, and grand jury cases), Ms. Weiner worked as an outside contractor for the IRS teaching Corporate Taxation to Revenue Agents.

In 2013 she transitioned her vast and deep experience with the federal government by forming her private practice J. L. Weiner & Associates, LLC. Based on her technical tax law knowledge, experience auditing books and records, and her knowledge of the procedures and practices of the IRS, Jo-Ann routinely represents clients who are being audited by the federal or state government or are being investigated on federal criminal tax charges. Her work expands to helping clients with penalty abatement, offers in compromise, or installment agreements. She collaborates closely on legal teams and in divorces helping to determine assets available to her clients. Corporations victimized by corporate fraud are among her clients. In the past, Ms. Weiner served as an expert witness testifying in court for the federal government. Currently, Ms. Weiner testifies and has been deemed an “expert” in legal disputes.

Jo-Ann continues teaching and speaking regarding technical tax topics. She has been a member of the National Speaking Team for the National Association of Enrolled Agents. She is published on various technical tax topics. She has been nationally published regarding Indirect Methods of Proving Income to include Bank Deposit Analysis, Source and Application of Funds, Net Worth Method, and Ratio Analysis. Jo-Ann has taught her indirect method of proving income course to various accounting groups but most notably to groups at Seton Hall University, Rowan University, NJSEA, NYSSEA, the Philadelphia Chapter of the Association of Certified Fraud Examiners, the Criminal Law Section of the NJ Bar and Lorman Seminars. Currently, she is teaching at the Internal Auditors Annual Fraud Conference as well as to the Certified Tax Resolution Specialists of the ASTPS – both of these will be held as webinars.

Keeping current with the ever changing tax law, Jo-Ann maintains a tax return practice for her clients.

She is a director on the board of directors of the New Jersey Society of Enrolled Agents and a member of the Association of Certified Fraud Examiners, the National Association of Certified Valuation Analysts and the Association of Tax Problem Solvers.

Connect with Jo-Ann on LinkedIn here: www.linkedin.com/in/joannweiner