Episode 9

Published on:

12th May 2022

Go Beyond Numbers - Tax Resolution with Jessica Leitao

What's the difference between standard tax accounting and a true tax resolution approach?

Well, on the latest installment of Go Beyond Numbers, we're exploring this very topic. Join Tony and Ryan in welcoming Jessica Leitao, Supervisor of Tax Services at Rose, Snyder & Jacobs, LLP, as they unpack all of the unique benefits of utilizing a wholesome tax resolution approach.

Listen as Jessica shares her experiences in working with clients to develop the best possible strategies and solutions for dealing with their tax-related issue.

This episode is jam-packed with beneficial tax knowledge that you won't want to miss! Enjoy!


0:06 - Introduction and overview on the discussion

1:33 - Welcoming Jessica Leitao to the show

1:59 - Jessica's role at Rose, Snyder & Jacobs, LLP

3:20 - The difference between an accountant that files tax returns and tax resolution

7:00 - Does every tax payer need tax resolution?

8:45 - Is there anything we can do to keep the IRS from levying your bank account?

9:10 - How Jessica got involved in tax resolution to begin with

11:20 - You should always file your tax returns

15:08 - What happens if you don't have money to pay your tax bill?

17:05 - How we can reduce your tax bill

21:49 - An example of a case that Jessica worked on using tax resolution

25:50 - There is no statute of limitations if you never filed your tax returns

28:38 - The cost associated with utilizing someone to help with tax resolution

32:13 - Jessica's key takeaways within tax resolution

34:10 - Closing remarks

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Show artwork for Go Beyond Numbers

About the Podcast

Go Beyond Numbers
Rose, Snyder & Jacobs LLP take the conversation beyond numbers
Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers.

As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client's spreadsheet. However, that's far from the truth.

Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices.

Learn more by visiting: https://gobeyondnumbers.com/