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Staff Profiles

FRANCIS (FRANK) I. BOHANNON.  HOLDS THE FOLLOWING LICENSES; ENROLLED AGENT, LICENSED BY THE UNITED STATES TREAUSURY AND CAN REPRESENT TAXPAYERS BEFORE THE INTERNAL REVENUE SERVICE AT ALL LEVELS: AUDIT, APPEALS, COLLECTIONS, OFFER IN COMPROMISE, EXCISE TAX, AND ROAD TAX IN ALL FIFTY STATES. FRANK HAS OVER 56 YEARS OF EXPERIENCE IN THE TAXATION FIELD.  FRANK ALSO HOLDS AN INDIANA AND FLORIDA REAL ESTATE BROKERS LICENSE, INDIANA AND FLORIDA AUCTIONEERS LICENSE, INDIANA PROPERTY AND CASUALTY INSURANCE LICENSE, INDIANA LIFE, HEALTH AND ACCIDENT LICENSE, A FEDERAL FIREARMS LICENSE FROM THE UNITED STATES ALCOHOL, TOBACCO, AND FIREARMS (ATF), AND AN INDIANA FIREARMS LICENSE.

FRANK IS A MEMBER OF THE FOLLOWING ORGANIZATIONS: NATIONAL ASSOCIATION OF TAX PRACTITIONERS (NATP), NATIONAL ASSOCIATION OF ENROLLED AGENTS (NAEA) AND THE INDIANA ASSOCIATION OF AUCTIONEERS. IN 2021 FRANK OBTAINED 64 HOURS OF CONTINUING EDUCATION.

IN 2013 OUR FIRM WON TWO UNITED STATES TAX COURT CASES; ONE FOR ONE MILLION DOLLARS AND ONE FOR FIFTEEN THOUSAND DOLLARS. IN 2015 OUR FIRM WON TWO ADDITIONAL CASES; ONE FOR $790,000.00 AND ONE FOR $9,600.00.

JULIE L. BOHANNON HAS 33 YEARS EXPERIENCE IN THE ACCOUNTING AND PAYROLL FIELD.  SHE IS ALSO A REGISTERED NURSE AND WAS AN ADJUNCT PROFESSOR AT IUPUI INDIANAPOLIS TEACHING NURSING TWO DAYS PER WEEK BEFORE RETIRING IN 2015.  JULIE ALSO HOLDS AN INDIANA REAL ESTATE BROKERS LICENSE, INDIANA PROPERTY AND CASUALTY INSURANCE LICENSE. IN 2015 JULIE HAS TAKEN ON THE RESPONSIBILITY OF BEING THE DIRECTOR OF THE CHILDREN’S DYSLEXIA CENTER OF INDIANAPOLIS LOCATED INSIDE THE SCOTTISH RITE. AFTER 30 YEARS IN THE NAVY JULIE RETIRED AS A CAPTAIN.

NICHOLAS (NICK) I. BOHANNON.  NICK HAS NOW MADE IT 10 YEARS WORKING IN THE FAMILY BUSINESS. NICK HOLDS A DEGREE IN BUSINESS FROM VALPARAISO UNIVERSITY.  HE CURRENTLY IS WORKING ON PAYROLLS AND ACCOUNTING AND IS TAKING COURSES IN TAXATION AND KEEPING CURRENT WITH THE CHANGES IN THE TAX LAWS. NICK IS A MEMBER OF THE NATIONAL ASSOCIATION OF TAX PRACTITIONERS (NATP). IN 2021 HE COMPLETED 32 OF CONTINUING EDUCATION IN TAXATION. NICK IS WORKING ON BECOMING AN ENROLLED AGENT.