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Bryan W. Lake established the tax and accounting firm, Shoreline Tax and Accounting Services LLC in 2004. Bryan is an Enrolled Agent with the Internal Revenue Service.
Bryan has twenty five years of experience in tax accounting, 15 years of which were with the big four accounting firms – most recent PriceWaterhouse Coopers, specializing in the taxation of US citizens and resident aliens abroad and foreign nationals in the US.
His overseas work experience includes a five year assignment to Tokyo, Japan with KPMG and a short term secondment to London, England with Coopers & Lybrand LLP.
He received his BA in Economics from Miami University, Oxford, Ohio, a graduate Certificate of Advanced Accounting from Northwestern University, Evanston, Illinois and a Certificate of Advanced Language Training from Kansai University of Foreign Languages, Osaka, Japan. He is fluent in Japanese.
He was featured nationally twice on NBC News commenting on tax filing extension requests and the penalties associated with the late filing and payment of tax; and 2017 last minute tax tips amid recent tax law changes. He appeared locally on ABC News Channel 8 WJLA, “Let’s Talk Live” sharing 2016 tax tips and how to avoid common mistakes people make when filing their taxes; and 2017 year-end tax tips amid recent tax law changes. He has also been heard locally on WTOP FM 103.5 discussing 2016 and 2017 tax filings, extension requests, penalties and interest for late filing and late payment of taxes. The interviews had 250 placements in 66 markets across the United States.
Interviewed and featured in the August 8, 2017 edition of Bloomberg BNA, Daily Tax Report, Tax Compliance, Gig Workers Likely to Botch Tax Returns, Practitioners Say.
He co-authored U.S. Employees Abroad, corporate concerns of sending US expatriates on foreign assignments, published by Little, Brown and Company, 1995, and assisted in writing the article, International Developments, US Taxation of Foreign Nationals, Journal of Corporate Taxation, 1997.
He has spoken on issues relating to US taxation of US expatriates and foreign nationals at the World Trade Institute, and the University of Notre Dame, Beta Alpha Psi.
He has represented individual clients before the IRS and State tax authorities, and at the Appeals Level.
He has lobbied before Members of Congress for two years regarding pending legislation relating to the NAEA and its membership.