- Worked at the Internal Revenue Service (IRS) as a graduate student intern and as a tax specialist in 2002 and 2003
- Opened his own practice in San Francisco in 2005
- Senior Tax Accountant at Recover.tax since 2017
William Perez is a former writer for The Balance. He contributed to The Balance and The Balance Careers for nearly 12 years.
Perez has developed hands-on expertise with personal and business tax, helping people who have late returns, preparing U.S. tax returns for people and businesses with foreign income, representing clients who are under audit, and representing clients who owe taxes and must deal with the IRS's collections department.
Perez completed 640 hours of technical training in taxation as part of his on-the-job training with the IRS. He then embarked on a program of self-study which lead to him successfully passing the enrolled agent exam.
He earned his enrolled agent certification from the Internal Revenue Service in 2005.
Before Perez became a tax professional, he completed a master's degree in philosophy at San Francisco State University.