Hi, my name is
Michael Meuli
B.S. Business Administration — Marketing • Enrolled Agent (EA)
About Me
I’m a marketing-focused business professional and Enrolled Agent who blends tax compliance expertise with CRM & automation to streamline client workflows and improve operational efficiency. I design data systems, build client automation, and run a tax practice focused on accuracy and exceptional client service.
Fort Collins, CO • (970) 237-9958 • kytkea@gmail.com
Skills & Certifications
Core Competencies
CRM (Lawmatics) Tax Preparation IRS Representation (EA) Client Automation
Data Systems Design Excel / Google Sheets Market Research & Analytics
Work Experience
Black Bear Tax, LLC — Owner
- Founded and lead a tax preparation practice serving individuals & small businesses; oversee client relations and operations.
- Represent clients before the IRS and ensure accurate tax compliance.
Meuli Law Office, PC — CRM & Data Systems Specialist
- Designed and implemented automated client management pipelines (Lawmatics) to increase case throughput and client engagement.
Renaissance Services, Ltd — Computer Specialist
- Modernized document management and developed automation tools to streamline legal workflows.
Cecere Associates, Inc — Tax Preparer
- Prepared federal & state returns and conducted tax research for compliance and planning.
LakeView Tax and Accounting — File Assistant
- Maintained confidential client records and supported preparers with accurate data entry.
Education
Colorado State University — Fort Collins, CO
Certificates: Customer Experience Management; Market Research & Data Analytics
Contact
Or email directly: kytkea@gmail.com