Services
Coaching designed to meet tax resolution professionals exactly where they are at and provide much-needed support.
What is Included in My Coaching Package?
When you work with me, you get support from every angle.
I am poised and excited to share the strategies I have developed to coach tax professionals.
One-On-One Coaching
Your specific worries and questions will be addressed during our one-on-one coaching sessions.
Access to an Exclusive Community
Our supportive community of tax professionals provides a wide range of experience and perspectives.
Regular Videos and Content
Never lose access to my information-packed videos and content that will guide you for years to come.
Why Tax Resolution Coaching?
Whether you are thinking about pivoting to tax resolution work or you have been doing it for a couple years, there are many reasons to engage a coach.
Navigate the IRS Confidently
When it comes to something as serious as your clients’ IRS problems, you need peace of mind that you have done right by your client.
This confidence is something I have acquired over years of experience, and exposure to hundreds of different client situations. I am now passing that knowledge on to other tax professionals so that together, we can help as many taxpayers as possible.
I want you to be able to stop second guessing yourself, and know for certain how to help your clients.
Grow Your Business Beyond Tax Season
Every accountant I know wants out of the grind of tax season, but not everyone chooses to step out, expand their skills, and start offering tax resolution services. As an Attorney-CPA for over 40 years, I can attest to the time freedom that you can gain by focusing on higher paying tax resolution cases all year round.
However, this change does not happen overnight. Rather than fighting an uphill battle to gain these clients and skills, take the shortcut with me as your coach!
Enjoy More Fulfilling Work
Many Americans find themselves in trouble with the IRS because of reasons outside of their control. It affects every aspect of their lives – finances, mental and physical health, family, work – the list goes on. However, by working with a tax resolution professional, their rights are defended and their situation can finally be resolved. The taxpayer has the opportunity to experience a newfound freedom, from worry, stress and self judgement, that may have escaped them for decades. This is often a life-changing experience and an amazing aspect to be able to offer your clients.
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.
Get Started
Peace of mind for you and your clients can start today.
When you know you are doing the absolute best by your client, everyone wins. Find that confidence with me as your coach.