For professionals
When the problem moves beyond compliance, you do not have to leave your client without a next call.
I handle the tax controversy — the notices, the Revenue Officer, the appeals, the responsible-person analysis. You keep the client relationship you built.
Who refers to me most often
- CPAs
- Accountants
- Bookkeepers
- Payroll professionals
- Bankruptcy attorneys
- Family law attorneys
- Financial advisors
- Mortgage professionals
How the referral works
- 01Introduce the client directly, or use the referral intake with the details you already have.
- 02I confirm receipt with you and the client the same day.
- 03I explain scope, engagement, and communication cadence — including how much you want to stay in the loop.
- 04I keep you informed at the milestones that matter.