Tax Resolution Practice Development

with Anisha Bailey, EA, MSEL | Founder, Taxley

Taxley helps tax, law, and accounting firms build and strengthen tax resolution practices through sound judgment, disciplined case delivery, capable teams, and practical workflows.

Our methodology is informed by nearly two decades of supporting entrepreneurs through financial and operational complexities, more than 14 years of direct tax controversy experience, and 500+ matters personally represented from consultation through resolution.

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14+ Years

IRS & State Tax Controversy Experience

500+ Matters

Personally Addressed & Represented

$60M+

In IRS & State Liabilities Addressed

5-star Reputation

Google + BBB Reviews

“The best tax resolution practices reinforce technical knowledge, sound judgment, disciplined processes, and the development of capable teams.”

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

Firms often have the technical ability to perform tax resolution work but need stronger structure around how that work is assessed, managed, reviewed, and delivered. Taxley helps build that capability.

See How Taxley Works With Firms

How Taxley Develops Tax Resolution Practices

We help firms strengthen the practice itself, develop the professionals who deliver the work, and build the Enrolled Agent talent pipeline needed to support long-term capability.

PRACTICE

Strengthen the operating foundation

Assess and improve workflows, case delivery, financial analysis, review standards, client experience, technology, roles, and practice processes.

PEOPLE

Develop the practitioners

Strengthen tax resolution competency, professional judgment, case strategy, financial analysis, client guidance, supervision, and application of the Taxley Methodology.

PIPELINE

Develop Future EA Talent

Support the firm’s future Enrolled Agent talent pathway through career exploration, practical experience, and, where appropriate, registered apprenticeship.

Building the Capability Behind the Practice

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

Taxley helps firms build the operating structure, methodology, practitioner capability, leadership, client experience, and future talent 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.

Practice Infrastructure

Build the operating foundation through defined workflows, roles, tech, documentation, and service standards for consistent delivery.

Tax Resolution Methodology

Standardize work processes with a structured approach to taxpayer analysis, case strategy, resolution execution, 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.

EA Career Development

Build a pathway for future talent through ExploreEA™ and ApprentEA™, tailored to the firm’s workforce and development needs.

Client
Experience

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

When Firms Bring Us In

We are brought in at different stages of a firm’s development – from launching a new service line to strengthening an established practice or navigating a leadership transition.

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

We work best with firms that want to build a serious, sustainable tax resolution practice – one grounded in sound judgment, strong client advocacy, disciplined delivery, and the development of capable practitioners.

How to Get Started

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

Step 01

Conversation

Define the Need & Determine Fit

Discuss the firm’s goals, current challenges, and what you are trying to build or improve.

Step 02

Practice Assessment

Establish the Starting Point

Taxley evaluates the current practice, identifies gaps and priorities, and determines the appropriate scope.

Step 03

Engagement Scope

Define the Path Forward

We present the recommended path forward, implementation priorities, and engagement structure.

Taxley - Tax Resolution for Entrepreneurs

Built From Operating the Practice

The Taxley methodology was shaped through years of direct case representation and by building the systems, processes, and infrastructure required to operate a tax resolution practice from the ground up.

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, and supervised tax practitioners 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.

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

Fractional & Interim Leadership

Some practice development engagements require experienced leadership during implementation, transition, or the search for a permanent leader. Taxley can step in temporarily to stabilize the practice, develop internal capability, and prepare the firm for transition.

Stabilize the practice • Develop the team • Prepare for transition

Let’s Discuss Fractional Support

A Note From the Founder

Anisha Bailey, EA, MSEL

For nearly two decades, I’ve helped entrepreneurs navigate tax, financial, and operational challenges – first in large-firm tax, then through building and operating Taxley.

I’ve personally represented 500+ tax resolution matters, built the systems and processes behind an independent practice, and trained practitioners and staff.

That experience now informs the Taxley Methodology: a practical approach grounded in sound judgment, comprehensive taxpayer analysis, disciplined case management, strong communication, and processes firms can sustain on their own.

The goal: stronger tax resolution capability without long-term dependence on Taxley.

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’re building a new practice, strengthening an existing one, developing your team, or preparing for future talent needs, Taxley can help you determine what is needed and build the capability to move forward.