People & Couples Financial Strategy
Tax problems often affect credit, cash flow, homeownership, business decisions, and peace of mind. Melissa Frierson, MBA helps you organize tax documents, review wage and income information, identify missing records, prepare federal and state tax returns within the authorized scope of service, and reconstruct financial information when records are incomplete.
Support includes reviewing IRS and state tax notices, preparing amended-return information, organizing reasonable-cause and hardship documentation, preparing financial information for payment-plan requests, and coordinating with an independent CPA, enrolled agent, or tax attorney when specialized professional involvement is required.
Tax recommendations depend on your actual records, filing history, applicable rules, and the services authorized in your engagement. Available nationwide.
What Tax Support May Include
Depending on the engagement, I can help with:
- Organizing tax documents.
- Reviewing wage and income information.
- Identifying missing tax records.
- Preparing federal and state tax returns within the authorized scope of service.
- Reconstructing financial information when records are incomplete.
- Reviewing IRS and state tax notices.
- Helping identify possible filing errors.
- Preparing amended-return information.
- Organizing reasonable-cause and hardship documentation.
- Preparing financial information for payment-plan requests.
- Supporting tax-resolution research and documentation.
- Communicating with taxing authorities when properly authorized.
- Coordinating with an independent CPA, enrolled agent, or tax attorney when specialized professional involvement is required.
Tax recommendations depend on your actual records, filing history, applicable rules, and the services authorized in your engagement.
Professional Coordination When Needed
Some tax situations require additional licensed or credentialed professionals. When appropriate, I coordinate with an independent CPA, enrolled agent, or tax attorney.
I help organize the information needed to work with these professionals efficiently, so that their time is used effectively and your costs stay controlled. Any third-party professional services, responsibilities, and fees should be documented separately.
Frequently Asked Questions
Questions and answers
Depending on the situation and authorized scope, I may assist with tax-document organization, return preparation, amended-return information, notice review, hardship documentation, payment-plan preparation, and professional coordination.
Yes, I can prepare federal and state tax returns within the authorized scope of service. I also organize tax documents, review wage and income information, and identify missing tax records.
Yes. I coordinate with an independent CPA, enrolled agent, or tax attorney when specialized professional involvement is required. Any third-party professional services, responsibilities, and fees should be documented separately.
Yes. Virtual strategic advisory, coaching, research, financial organization, and implementation-support services are available nationwide. Tax, legal, mortgage, and other regulated services remain subject to applicable requirements.
Start With a Direction Session
Your situation deserves more than a generic answer. The Direction Session is a focused 60-minute strategic consultation. If additional work is needed, you will receive a recommended scope of service. You are not required to purchase an extended engagement.
Schedule Your Direction Session