Marcus Whitfield

Biography

Marcus Whitfield is an Enrolled Agent (EA) federally licensed by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. He holds a Master of Science in Taxation (MST) from Bentley University and an undergraduate degree in Accounting from the University of Massachusetts Amherst. Before joining FinanceForge as Editor-in-Chief, Marcus spent eleven years in private practice handling tax preparation and IRS representation for self-employed professionals, freelancers, and small businesses with annual revenues between $50,000 and $5 million. He has prepared more than 2,000 individual returns involving Schedule C, Schedule SE, and complex multi-state allocations. His writing focuses on translating dense Internal Revenue Code provisions into operational guidance freelancers can act on. He reviews every tax-related calculator and article published on FinanceForge before release.

• U.S. federal & multi-state tax compliance
• Self-employment tax (Schedule C / Schedule SE)
• Quarterly estimated tax planning
• S-Corporation election analysis
• IRS representation & audit defense

M.S. Taxation, Bentley University · B.S. Accounting, UMass Amherst