Delilah Lucido

Delilah’s day-to-day responsibilities focus on complex tax planning and compliance, ensuring her clients remain compliant while optimizing their financial position. She specializes in translating intricate tax laws and strategies into clear, actionable guidance that clients can easily understand and apply to their unique circumstances. 

Recently, she has managed complex client tax matters involving direct communication with the IRS to resolve account discrepancies, respond to notices, and advocate for favorable outcomes on behalf of clients. She has also led the preparation and filing of amended tax returns in response to evolving IRS guidance regarding disaster relief and regulatory changes, resulting in significant refunds for the client.