Discover these resources to equip yourself with some of the tools needed to solve your clients’ tax problems.

Links and Downloads

Below you will find links that will direct you to valuable resources and insights that I use to educate myself and my clients. 

Daniel J. Pilla

Author and founder of the Taxpayers Defense Institute.

Pitbull Tax Software

Roz Business Strategies

Library of Congress

Federal Tax Law: A Beginner’s Guide

United States Tax Court

Pilla Tax Academy

Internal Revenue Service

American Society of Tax Problem Solvers

Frequently Asked Questions

If you have not found the answer you are looking for yet, review these frequently asked questions, email or call me via the information below. 

My coaching is particularly focused on one-on-one engagement. My clients have various experience levels – some are just starting out, and some have been in the industry for years but want to take their practice to the next level. I meet you where you are at and personalize all my coaching to your particular needs. I create a safe, relaxed space for tax professionals to express their worries without fear of judgment. I want to bring out the best in others and then benefit from their bright efforts. I am here not just to serve, but to learn and grow, too.

Sign up for enQ! enQ is a private service that provides swift and efficient connections between tax professionals and IRS agents, resulting in a reduction of hold times by up to 90%. Thousands of tax professionals depend on enQ to reach the IRS promptly, thereby saving their clients valuable time and money by avoiding the need to bill for extended hold times or disconnected calls.

An answering service is especially beneficial when you are just starting out and don’t have the option to hire a secretary. There are several good options, but I recommend Ding-A-Ling Answering Service. 

I recommend Regus – Serviced Office Space, Coworking & Virtual Offices. 

Client Sucess Stories

“What a terrific person and attorney. Knows the ins and outs of tax law, extremely thorough and generous with her time, highly recommend.”

–Mercedes crafton

“Pattie was empathetic, knowledgeable and extremely professional. I would not hesitate to engage her services again!”

–Diane B.

“Pattie is terrific and knows the tax code inside out! She gives sage advice and has the answers I need!”

–Ann B.