Tax Resolution Leadership & Practice Development

with Anisha Bailey, EA, MSEL | Founder & CEO, Taxley

With nearly two decades supporting entrepreneurs and more than 14 years of direct IRS and state tax controversy experience, Anisha Bailey works with tax, law, and accounting firms to build, strengthen, and lead tax resolution practices using the Taxley Methodology.

Her work combines sound professional judgment, disciplined case delivery, capable practitioners, and practical operating infrastructure to help firms build capability they can sustain.

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~ 20 Years

Supporting Entrepreneurs

14+ Years

IRS & State Tax Controversy Experience

500+ Matters

Personally Handled

$60M+

In IRS & State Liabilities Addressed

“The best tax resolution practices combine sound judgment, disciplined processes, and capable people.”

– Anisha Bailey, EA, MSEL | Founder & CEO, Taxley

Technical tax knowledge alone does not create a strong tax resolution practice. Firms also need the structure to assess, manage, review, and deliver the work consistently. Anisha helps firms build that capability through the Taxley Methodology.

Explore the Approach

Taxley - Tax Resolution for Entrepreneurs

How We Help Firms Build Tax Resolution Capability

The work centers on three areas: strengthening the practice itself, developing the people responsible for delivery, and building the workforce infrastructure needed to support future talent.

PRACTICE

Strengthen the operating foundation.

Assess and improve workflows, systems, service standards, review processes, client experience, and the operating structure needed for quality tax resolution delivery.

PEOPLE

Develop stronger practitioners.

Strengthen practitioner judgment in strategy, financial analysis, case delivery, supervision, review, and application of the Taxley Methodology.

PIPELINE

Build a workforce development infrastructure.

Help firms design pathways for future Enrolled Agent talent through career exploration, practical experience, and registered apprenticeship infrastructure.

Building the Capability Behind the Practice

Adding tax resolution is one thing. Building a practice that can deliver the work consistently, profitably, and without depending on one experienced person is another.

The work focuses on strengthening the operating structure, methodology, practitioner capability, leadership, client experience, and workforce infrastructure needed to make tax resolution a sustainable part of the firm.

Depending on the firm’s needs, that may mean strengthening one area or developing several together.

See when firms bring us in

Practice Infrastructure

Build the operating foundation through strong systems, defined workflows, roles, tools, documentation, and service standards.

Taxley
Methodology

Apply a structured, entrepreneur-centered approach to taxpayer analysis, case strategy, tax procedure, and client guidance.

Practitioner Development

Build confident resolution professionals through applied development in technical competency, judgment, financial analysis, and client communication.

Leadership & Oversight

Strengthen oversight and accountability through defined supervision, case review, escalation, quality control, and leadership expectations.

Workforce Development

Build pathways for future Enrolled Agent talent through career exploration, practical experience, and registered apprenticeship infrastructure development.

Client
Experience

Create a more consistent client journey through structured intake, clear communication, expectation setting, and simplified case visibility.

Clarity is the Entrepreneur’s Competitive Advantage

The Taxley Methodology is entrepreneur-centered because tax resolution should do more than address the tax problem. It should help give the entrepreneur greater clarity about the financial and operational realities affecting the business so they can make better decisions and move forward more sustainably, because Clarity is the Entrepreneur’s Competitive Advantage™.

That broader understanding helps practitioners develop more informed resolution strategies while helping firms deliver stronger, more thoughtful service to entrepreneurs.

When Firms Bring Us In

Anisha works with firms at different stages of development, from launching a new tax resolution practice to strengthening an established one or navigating a leadership transition.

Launching a New Practice
Expanding into tax resolution as a new service line or launching a new resolution practice.
Navigating a Leadership Gap
Supporting a buildout, transition, stabilization period, or search for permanent leadership.
Creating Consistency
Standardizing case management, workflows, review processes, and client delivery.
Developing Team Capability
Strengthening practitioner judgment, supervision, review, and future leadership capability.
Strengthening What Exists
Improving an established practice that needs more structure, consistency, or stronger operating standards.
Reducing Key-person Dependence
Reducing reliance on a single experienced practitioner or concentrated institutional knowledge.

The Firms We Work Best With

The best fit is a firm that cares about how tax resolution is delivered and about the long-term success of the entrepreneurs it serves.

The firms we work best with value sound judgment, are willing to examine existing practices, and make room for thoughtful recommendations, even when those recommendations challenge the status quo.

This work is not designed for firms seeking only technical training, templates, or a way to add tax resolution revenue without meaningfully investing in how the work is delivered.

How to Get Started

A focused first step helps define the right scope, priorities, and path forward.

Step 01

Pre-Engagement Conversation

Determine Fit

Discuss the firm’s goals, current challenges, and what it is trying to build or strengthen to determine whether a Taxley engagement appears appropriate.

Step 02

Practice Assessment

Assess the Practice & Define the Scope

Taxley evaluates the firm’s current capabilities, identifies gaps and priorities, and develops the recommended scope and implementation plan.

Step 03

ENGAGEMENT & IMPLEMENTATION

Build the Capability

Anisha works with the firm to implement the agreed scope, strengthen the practice, develop the people responsible for delivery, and transfer sustainable capability to the organization.

Built From Operating the Practice

The Taxley Methodology was shaped through years of direct IRS and state tax controversy work and firsthand experience building and operating an independent tax resolution practice.

It reflects what was required not only to resolve tax matters, but to build a practice capable of serving entrepreneurs consistently and thoughtfully.

Built the full client journey from consultation and qualification through onboarding, case delivery, resolution, and closeout.
Developed detailed financial analysis and information-gathering processes to support stronger resolution judgment.
Built CRM, workflow, and automation systems that reduced manual administration and unnecessary per-user technology expense.
Created engagement processes, client forms, service standards, policies, communication protocols, and operating procedures.
Developed systems that improved client access while protecting practitioner time and availability as they manage multiple cases.
Hired, trained, supervised, and evaluated professional and support staff while developing internal procedures and review practices.
Designed a custom client portal and case-management environment for communication, case status, scheduling, documents, and support.
Built tax resolution strategies around the taxpayer’s broader financial and operational circumstances rather than treating collection alternatives in isolation.

That operating experience is the foundation of how Anisha helps firms build capability today, combining professional judgment, disciplined practice operations, practitioner development, and an understanding of the entrepreneur behind the tax problem.

Real Client Outcomes

$722K IRS liability + $109K state balance → Dual OICs approved for $14K and $25K
Liens released • Operational pressure reduced
Firefighter & Entrepreneur
Wilmington, OH
$76K IRS balance → Lien released and home refinance approved
Passport reinstated • Monthly cash flow improved by ~$2K
Retired Educators
Lithonia, GA
$4M+ tax liabilities and $55K/mo. IRS payment plan → Hardship status with $0 monthly payment
Business continuity stabilized • Enforced collections halted
Healthcare Company
Lanham, MD
$300K income tax and TFRP liabilities → Hardship status secured
Levies released • CNC secured • Operational pressure reduced
Entrepreneur | Multi-location Auto Business
Marietta, GA
$2M+ income tax and TFRP liability → $207k OIC approved
Federal liability resolved • Levy risk eliminated
Executive Director
Bowie, MD
$184K liability, unfiled returns, and Social Security levy → $500 OIC approved
Compliance restored • Retirement income protected
Retired Doctor
Highland, IN
$153K state tax debt with active levies → State balance eliminated
Levies released • Financial stability restored
Married Couple
Racine, WI

View Past Resolution Client Reviews

Practice Infrastructure Package

For firms that want to accelerate implementation, Taxley offers a separately available, prebuilt operating environment for tax resolution delivery.

The package can include a customizable client portal website, editable terms of service, configured CRM workflows and tags, support infrastructure, intake forms, and scheduling systems.

Prebuilt foundation • Customizable systems • Faster implementation

EXPLORE THE INFRASTRUCTURE PACKAGE

A Note From the Founder

Anisha Bailey, EA, MSEL

For nearly two decades, I have worked alongside entrepreneurs navigating tax, financial, and operational challenges, first inside a large professional services firm and then through building and operating Taxley.

I have personally handled 500+ IRS and state tax matters and built the systems, processes, technology, client experience, and operating infrastructure behind an independent tax resolution practice.

That experience became the foundation of the Taxley Methodology, an entrepreneur-centered approach grounded in comprehensive taxpayer analysis, IRS and state tax procedure, sound professional judgment, disciplined case delivery, and strong practice operations.

Today, I bring that experience into tax, law, and accounting firms to help them build stronger tax resolution capability they can sustain.

The goal: stronger practices, more capable professionals, and better outcomes for the families and entrepreneurs they serve.

2008

Tax Consultant, Deloitte

2008

Founder & CEO, Taxley

2012

Enrolled Agent

2018

Master’s, Executive Leadership

2026

Board Trustee Chair-Elect, NAEA Education Foundation

Learn More About our Story

Build a Tax Resolution Practice Your Firm Can Sustain

Whether you are building a new practice, strengthening an existing one, developing internal capability, or navigating a leadership transition, Anisha can help determine what is needed and support a path forward.