Expert Coaching for Today’s Tax Professionals
Whether you’re transitioning into tax relief or strengthening the services you already offer, coaching gives you the experienced guidance, case insight, and steady support to serve clients with clarity and confidence.
Guidance Shaped by Decades of Real IRS Casework
I’ve spent more than 40 years resolving IRS problems for taxpayers and helping fellow tax professionals navigate their most challenging cases.
As both an Attorney and CPA, I understand how the IRS reviews information, evaluates requests, and makes decisions.
Tax resolution isn’t something you learn from a manual. It’s a skill built through experience, judgment, and the ability to think clearly through stressful and complicated situations.
My coaching is designed to share those skills with you so you can better support your clients and grow a more fulfilling practice.
Who This is For & What You’ll Receive
What You’ll Learn From an Attorney-CPA Who’s Seen It All
Together, we work through the real situations you’re facing and the decisions required to move each case forward. Every session helps you build the skills and judgment needed to navigate IRS matters with confidence.
My Coaching is Ideal for Tax Professionals Who:
- Are pivoting into tax resolution for the first time
- Want to elevate the services they already offer
- Need help thinking through complex or unfamiliar cases
- Are seeking deeper understanding of IRS systems, expectations, and strategy
- Want more confidence and clarity when guiding clients through IRS issues
In Coaching You Will:
- Learn how to analyze IRS letters, notices, and requests so you know exactly what the IRS is asking for
- Understand which strategies are most effective and why
- Think through your clients’ cases with an experienced professional beside you
- Learn how to explain options to clients in a way that reduces fear and builds trust
- Avoid the common missteps that cost time, money, and credibility
- Develop the judgment needed to make sound decisions on every file
Benefits Of Coaching
What You Gain as Pattie’s Coaching Client
With the right support, tax resolution becomes a service you can deliver with consistency and confidence. Coaching helps you expand what your practice can offer, improve your outcomes, and build a more stable, sustainable line of work.
Handle IRS cases with more ease and accuracy
You’ll learn how to evaluate IRS notices, identify what truly matters, and choose the strategies that move a case forward. This reduces uncertainty, minimizes missteps, and helps you feel more confident in your decisions.
Build a stronger, more sustainable resolution practice
Whether you’re transitioning into tax resolution or refining what you already offer, coaching gives you the structure and understanding needed to deliver consistent, high-quality work. Over time, you create a service line that is more profitable, reliable, and fulfilling.
Offer clients clearer guidance and better outcomes
With improved judgment and deeper insight, you’ll communicate options more effectively and guide clients through stressful situations with assurance. This leads to stronger relationships, better results, and a practice built on trust.
Benefits Of Coaching
A Partner in Your Growth, and in The Success of the Clients You Serve
I know how difficult this work can be, and I know how much your clients rely on you. My role is to give you the experience, perspective, and structure that help you become a more capable, confident practitioner.
You don’t have to learn tax resolution on your own. Coaching gives you guidance that is practical, honest, and grounded in decades of real results.
Testimonials
What Tax Professionals Say
What a terrific person and attorney. Knows the ins and outs of tax law; extremely thorough and generous with her time, highly recommend.
Susan R.
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 R.
Let’s work together
Ready to strengthen your tax relief practice?
Let’s talk about where you are in your work, what challenges you’re facing, and how coaching can support you and your clients.