Caitlin McGlothlin, EA, LTC - Enrolled Agent | Oregon Licensed Tax Consultant

Schedule a Consultation
FOR TAX PROFESSIONALS

Don’t Want to Deal With It? You Don’t Have To.

Let us handle the tax resolution work so you can focus on what you do best. We’ll resolve the issue, provide a clear written plan, and return the client back.
Email Me Your Problem
SAME CLIENTS. STRONGER OUTCOMES.

Save Time

No lengthy ODR calls. We handle the heavy lifting.

Keep Your Clients Happy

Provide a professional solution without disrupting your workflow.

Receive a Clear Written Plan

We’ll provide a detailed summary and next steps for your records.

We Return the Client Back

Once the issue is resolved, we return the client to you.

A PARTNER YOU CAN COUNT ON

Helping You Serve Your Clients Better.

You’ve built trusted relationships with your clients. When a tax problem arises, we step in as an extension of your practice — handling the resolution work with professionalism, clear communication, and respect for your client relationship.

Focused Resolution

We get to the root of the issue and work toward a practical solution.

Clear Communication

You’ll stay informed throughout the process and avoid lengthy ODR calls.

Written Summary and Next Steps

You’ll receive a complete plan so you can confidently take the client forward.

Respect for Your Practice

We support your client relationships and never solicit your clients.

A Seamless Handoff

You Keep the Relationship.
We Handle the Resolution.

Our goal is to make the resolution process simple for you and your clients. We handle the complex conversations, correspondence, and negotiations, then provide you with a clear plan so you can move forward with confidence.

How It Works

A simple process designed to save you time and keep your clients in good hands.

Email Me Your Client’s Issue

Share a few details about your client’s situation. I’ll review it and confirm it’s a good fit.

Clear Path Resolves the Issue

We handle the work, keep you informed, and develop
a clear plan.

You Receive a Clear Plan

You’ll get a detailed summary and recommendations, and we return the client to you for future tax preparation and planning.

Let’s Make It Easier — Together.

Send me a quick message about your client’s situation, and I’ll take it from there.
Email Me Your Referral
MORE TIME FOR YOUR PRACTICE.
BRIGHTER FUTURES FOR YOUR CLIENTS.
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