Daysi JacobsonAccounting, Tax & Financial Strategies
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Expertise / Tax Resolution & IRS Representation

Life happens. Let’s work toward getting back on track.

For individuals and businesses facing IRS notices, unresolved filings or collection concerns.

When to start

Does this sound familiar?

  • An IRS letter is difficult to understand
  • Unfiled returns or balances have accumulated
  • You need a practical plan to address collection activity

Service scope

Tax Resolution & IRS Representation

  • Review of IRS notices and account information
  • Unfiled-return and compliance coordination
  • Evaluation of payment and resolution options based on eligibility
  • IRS representation within the agreed scope and representative authorization

What you can expect

A defined engagement. Practical next steps.

An assessment of the issues, important deadlines and an agreed action plan. Eligibility and outcomes depend on the facts and IRS requirements.

We confirm scope, fees, timing and responsibilities before work begins.

Relevant experience

The team combines tax experience with Barbara’s perspective as a former IRS Revenue Officer. Explore each team member’s role before defining your engagement.

Meet the team →

How we work

  1. Discover

    Understand your goals, priorities and important dates.

  2. Diagnose

    Review the situation and identify needs and dependencies.

  3. Design

    Agree the scope, priorities and responsibilities.

  4. Implement

    Carry out the agreed work and coordinate specialists where needed.

  5. Monitor

    Review progress and adjust next steps within the engagement.

Let’s begin

Let’s make your next decision clearer.

Tell us what you want to achieve. We’ll identify the right team and agree the scope before work begins.