{"id":373,"date":"2015-12-10T22:39:58","date_gmt":"2015-12-11T04:39:58","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=373"},"modified":"2016-07-27T22:38:23","modified_gmt":"2016-07-28T03:38:23","slug":"meet-the-difference-makers-ivon-valentine","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/meet-the-difference-makers-ivon-valentine\/","title":{"rendered":"Meet the Difference Makers: Ivon Valentine"},"content":{"rendered":"

Faithfully serving his country for 23 years didn\u2019t earn him any special treatment from the IRS; fortunately, a U.S. veteran living in Germany found a guardian angel in Intuit<\/span>\u00ae<\/span> tax professional Ivon Valentine.<\/span><\/p>\n

Ivon\u2019s story about helping the veteran file more than 10 years of returns and receive a $15,000-plus refund was chosen as a grand prize-winning entry in the Intuit Professional Tax <\/span>Meet the Difference Makers<\/b> Contest<\/b><\/a> this fall.<\/span><\/p>\n

While working at a free tax center in Germany a few years back, Ivon watched as the veteran entered the office and set down an old briefcase.<\/span><\/p>\n

\u201cI\u2019m in trouble,\u201d the veteran told her. \u201cI haven\u2019t filed for 10 years.\u201d<\/span><\/p>\n

The challenges facing the soon-to-be-retired ex-serviceman didn\u2019t end there. His government post was being closed out and his wife was also set to retire within the year.<\/span><\/p>\n

\u201cBecause he had not filed for more than 10 years, the IRS had garnished his retirement account and was working its way monthly through his retirement pay,\u201d Ivon wrote in her contest entry. \u201cWith a tax debt at a little over $66,000 and growing, someone needed to help.\u201d<\/span><\/p>\n

\u201cHe had letters and letters and letters,\u201d recalled Ivon. \u201cIt wasn\u2019t easy. I was getting phone calls from the IRS in the middle of the night because of the time difference in Germany. We encountered lots of rough patches, but it got better.\u201d<\/span><\/p>\n

Over the course of the next nine months, Ivon helped the veteran better understand his responsibilities as a citizen living abroad. \u201cWe spent many hours hand-in-hand, getting those last 10-plus years filed,\u201d she said. \u201cThat was enough to stop the garnishment and reward him a substantial refund of the seized funds.\u201d<\/span><\/p>\n

Ivon learned that the veteran\u2019s obstacles to filing his taxes had been two-fold: a lack of tax knowledge and the feeling of being overwhelmed.<\/span><\/p>\n

\u201cHe did not understand his responsibilities as a taxpayer,\u201d she explained. \u201cTen years ago, there was very little information out there to support and educate overseas American workers. Not only did he not know how to pay taxes, but he also didn\u2019t know how to claim for his children. He never put them on his returns.\u201d<\/span><\/p>\n

Ivon felt that sharing this particular client story in the contest was important because it shows how avoiding tax responsibilities \u201ccan bring devastation to your life,\u201d as she put it. \u201cHere is someone who served his country for 23 years, but because he simply didn\u2019t know how to file returns, it was ruining his personal and financial life. The associated stress had affected him physically, as well.\u201d<\/span><\/p>\n

Ivon was happy to bring the required clarity to the veteran\u2019s case. Although her service was free, the veteran was motivated to pay a substantial portion of what her assistance would have cost if billed.<\/span><\/p>\n

A tax professional for 17 years, Ivon\u2019s main focus is return preparation for individuals, but she also offers bookkeeping services (her degree in accounting comes in handy here), as well as tips and advice on tax benefit strategies, or, as she puts it, \u201cthe best way to make your refund work for you.\u201d<\/span><\/p>\n

\u201cI deliver on getting the most for my clients,\u201d she said. \u201cI love that I make a difference in their financial lives. When you help people with debt, it can be life changing.\u201d<\/span><\/p>\n

Ivon feels that winning one of the grand prize packages in the contest will definitely make a difference for her practice.<\/span><\/p>\n

\u201cThe advertising (designed and paid for by Intuit) is the most exciting part,\u201d she said. \u201cIt is a piece that I\u2019ve needed for a while to support my business and bring awareness to my practice.\u201d<\/span><\/p>\n

Ivon is a longstanding Intuit customer who most appreciates how her software, pre-loaded with client data, makes it easier to prepare each new annual return.<\/span><\/p>\n

\u201cI like business products that help me save time and be efficient,\u201d she explained. \u201cIt\u2019s easy. Clients often ask \u2018Do you need my information?\u2019 But I don\u2019t. I don\u2019t need to start over.\u201d<\/span><\/p>\n

That simplicity allows Ivon to focus on helping clients, such as her overseas veteran, make a new start.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Faithfully serving his country for 23 years didn\u2019t earn him any special treatment from the IRS; fortunately, a U.S. veteran living in Germany found a guardian angel in Intuit\u00ae tax professional Ivon Valentine. Ivon\u2019s story about helping the veteran file more than 10 years of returns and receive a $15,000-plus refund was chosen as a<\/p>\n","protected":false},"author":104275893,"featured_media":375,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[561584],"tags":[327585],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-373","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships","tag-make-a-difference"],"header_image":"","yoast_head":"\nMeet the Difference Makers: Ivon Valentine - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/meet-the-difference-makers-ivon-valentine\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the Difference Makers: Ivon Valentine - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Faithfully serving his country for 23 years didn\u2019t earn him any special treatment from the IRS; fortunately, a U.S. veteran living in Germany found a guardian angel in Intuit\u00ae tax professional Ivon Valentine. 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