Our People

Jim Casimir

Jim had a 32-year career at IRS. He held every job from Revenue Agent to National Director of Appeals. He followed his IRS career with nearly 12 years at Price Waterhouse and then at the merged firm of PricewaterhouseCoopers. His position at PWC was National Director of Dispute Resolution in the firm's Washington National Tax Practice where he resolved disputes for many of the Fortune 50 companies in the United States.

He is nationally known as the preeminent dispute resolver in practice today. He confines his practice at Casimir Consulting to only the most difficult disagreements.

Lynn Casimir

Lynn held positions at IRS as Revenue Agent, Appeals Officer, and litigator for the Office of Chief Counsel. She is distinctively qualified to resolve disputes at any level and in every function of the IRS.

After graduation from Rutgers University Law School of New Jersey, she was admitted to practice in Pennsylvania and New Jersey. She is also admitted to practice before the US Tax Court which hears all U.S. Tax Cases.

She has a distinguished record within the Service and has achieved post-government notoriety in helping individuals, partnerships, and corporations resolve their problem with the IRS.

Lynn is a partner in a tax preparation firm, KC Tax Consulting.

Thomas C. Louthan

Thomas C. Louthan joined the firm as a consultant and Director; Tom had a 30-year career at the IRS.

While Director of Alternative Dispute Resolution Programs at the IRS, Tom pioneered mediation and arbitration programs for IRS Appeals to resolve tax disputes without litigation. He also founded the IRS Appeals international program and directed a nationwide network of Appeals International Specialists.

As Director, Strategic Planning & Communications, Tom was responsible for the IRS Appeals organization’s strategic plans. At the U.S. Senate Finance Committee, Tom was a Legislative Fellow with Chairman Max Baucus, D-Mont, and the Government Affairs Institute, Georgetown University. He was responsible for IRS tax administration legislative initiatives including voluntary compliance for Examination, Collection, and Appeals. Tom is an expert on proposals to reform the U.S. international tax system.

Tom earned a Legislative Certificate from Georgetown University, Government Affairs Institute and a Juris Doctor degree from Widener University School of Law; he is admitted to the New York Bar. He has published numerous articles on alternative dispute resolution in a number of prominent tax publications. Tom’s specialty at Casimir Consulting is finding simple solutions to complex situations.

Daniel Black

Daniel L. Black, Jr., was the Deputy Chief Financial Officer for the Office of Tax and Revenue (OTR). Daniel was appointed to the post in February, 2004 by Chief Financial Officer, Dr. Natwar M. Gandhi. Prior to his appointment as DCFO, he held the position of Director of Operations from October 2002 to February 2004. Black is responsible for managing a 500-member workforce and operations that collect approximately $3.7 billion a year in real property, income and business taxes.

Dan came to District government after 17 years as an Internal Revenue Service Senior Executive (SES). Prior to joining, he was National Chief, Appeals Division for the IRS (1999 - 2002). In this capacity, he managed a professional staff of 2,000 in 45 major metropolitan areas. During his tenure, Black led the redesign and restructuring of the IRS Appeals function and established new alternative dispute resolution programs. Black also served as a member of the IRS Resources/Policy Board, which establishes the Service's operating policy and makes executive selections.

Dan is a certified public accountant who holds a master's degree in business administration from the University of South Carolina, with a concentration in finance and accounting. He received a Bachelor of Science degree in Accounting/Economics from South Carolina State University, from which he graduated Summa Cum Laude. He has served as an adjunct professor at Towson State University, and has instructed accounting courses at the Universities of North and South Carolina. He has published articles in national periodicals and professional journals, including The Wall Street Journal, The Tax Adviser, and Alternatives.

Ron Blair

Ron Blair has more than 30 years experience with IRS involving resolution of disputed tax issues in positions including Appeals Officer, Chief, Dallas Appeals Office, Assistant Regional Director of Appeals, Southwest and Midstates Regions, and Assistant to the Director, Appeals Division, National Office. He now is a Senior Lecturer in Federal Tax at The University of Texas at Dallas, and a member of the Tax Section of the AICPA.

Ron's vast experience with Appeals division, both in "hands-on tax resolution" and in Appeals management, has given him unusual knowledge and valuable insight into the tax resolution process in IRS. He has authored numerous articles on tax resolution published in The Tax Adviser and Journal of Accountancy magazines.

Pam Christensen

Pam Christensen served the IRS for over 30 years and held positions as a tax auditor, revenue agent, manager, National Office Program Manager, Revenue Agent Branch Chief, Large Case Branch Chief, and the National Director of Employment Taxes.

Pam has built relationships with the IRS offices in San Francisco, Sacramento, Bakersfield, Reno, Las Vegas, and Washington, DC.

Since retiring from the IRS, Pam has been busy as an instructor and speaker for the IRS and private sector. She has led and participated in various technical task forces including the restructuring of Large and Mid-Size Business.

Joe DeStefanis

Joe has had a long and successful career, both within and out of IRS, in resolving Federal tax disputes. He retired from IRS after working for 28 years in positions ranging from a Revenue Officer in Southern California, to an Associate Chief of the Washington DC Appeals Office, to an office director under the National Director of Appeals. He spent almost half of his IRS career with Appeals which is responsible for resolving tax disputes without litigation. He went on to become a Director at PricewaterhouseCoopers and retired from that position in 2003.

He has represented clients on a wide range of tax disputes. His primary emphasis at PWC was in managing examinations of corporate clients. In addition, he represented individuals and other entities on various collection and delinquent return issues. Once Joe becomes involved in a case, he is tenacious in seeking the most successful resolution possible.

Jackson Kohagura

Jackson Kohagura is active in representation of clients at Exam and Appeals. He is respected by the IRS and is highly successful in reaching the correct result with the government.

Jackson has 32 years experience in Taxation. Over the years, he developed a track record as a good technician, leader, problem solver, and troubleshooter. He was successful in both technical and managerial positions. He has a very good record in customer relations under difficult circumstances.

Jackson served as the Chief of Appeals in San Jose for 10 years. He was responsible for managing this office with minimal supervision from the Regional Office. In addition to meeting the objectives of the Appeals organization, he worked closely with the District Director and District Counsel to insure that all three organizations were working together to the maximum extent possible.

He is a founding partner in the Nevada operations of KC Tax Consulting. The firm does tax preparation and representation.

Joe Pitetti

Joe Pitetti accumulated 38 years of experience in the IRS starting as a Field Agent in 1966. From there he worked his way up District Conference Staff, transferred to the Appellate Division, and served as the Staff Assistant and Associate Chief. In 1981 he was promoted to Appeals Team Chief, a position he held until leaving the IRS in 2004. In this position he handled hundreds of cases including Fortune 500 companies and, wielding his full settlement authority, found agreeable resolutions to almost every case. Many of the cases he handled were reviewed by internal IRS groups and the Congressional Joint Committee on Taxation because of the large sums involved, but each resolution was approved.

Joe is a proven negotiator who helped develop the precedent of appellate cases with the IRS. Through Casimir Consulting he can now leverage this expertise for your company.

John Casimir

John is a graduate of Northern Virginia Community College and did support work for the Office of Regional Counsel of IRS in San Francisco. He performs support for the "problem resolvers" at Casimir Consulting.

 

 

 

Jeff Casimir

Jeff is a graduate of Arizona State University with Bachelors Degrees in Economics and Computer Engineering. He performs all IT services for the firm.

 

 

 

Adjunct Members

We have a network of more than 20 former IRS experts who are on call to the firm to assist with your problem.