The Resolution Package

We start by getting a clear picture of what the IRS or state sees on their end. Jessica will obtain and review your tax transcripts, notices, and account history so you’re no longer guessing about what you owe, what’s missing, or what’s at risk.

You’ll receive a plain-language summary of your situation and the options available to you.

There’s no one-size-fits-all way to fix a tax problem. Based on your analysis, Jessica outlines a tailored resolution plan that may include steps such as payment arrangements, penalty relief requests, or other strategies appropriate to your situation.

You’ll know what needs to happen, why, and in what order—without the jargon.

You don’t have to handle scary phone calls or confusing letters on your own. As an Enrolled Agent and experienced IRS representative, Jessica can communicate directly with the IRS or state on your behalf, respond to notices, and help keep your case on track.

With tax resolution, deadlines matter. We’ll keep you informed of key dates, responses received from the IRS or state, and the next steps in your plan so nothing falls through the cracks.

Whether you need late-night access to your tax documents or the ability to sign a tax return while vacationing with your family, our secure portals available at your fingertips right from your smartphone. 

Our client resources include access to our monthly newsletter covering topics such as tax deductions you might be overlooking and upcoming changes to the tax code, our Deduction Guide for Freelancers filled with expenses you can and can’t deduct in your business, and video tutorials with step-by-step instructions for things like how to make payments to the IRS.