Step 1
Understand the situation
We review your notices, filing history, deadlines, and immediate risks.
Tax resolution
IRS problems rarely improve when ignored. PathwayCFO helps individuals and businesses understand tax notices, evaluate resolution options, and communicate with the IRS.
As an Enrolled Agent, Tom Taulli is authorized to represent taxpayers before the IRS in audits, collection matters, payment disputes, and appeals.
Step 1
We review your notices, filing history, deadlines, and immediate risks.
Step 2
When appropriate, we obtain IRS transcripts and account information to confirm what has been filed, assessed, or collected.
Step 3
You receive an explanation of available approaches, requirements, costs, and likely tradeoffs.
Step 4
Once engaged and authorized, PathwayCFO communicates with the IRS and works toward the agreed resolution.
No reputable tax professional can guarantee that the IRS will accept a particular outcome. PathwayCFO will provide a realistic assessment based on the facts, applicable tax rules, and available resolution programs.
Whether you need to prepare a return or resolve an IRS matter, start with a brief consultation. We’ll discuss your situation and determine whether PathwayCFO is the right fit.