The Jefferson Firm, PLLC

BACKGROUND

Briefly describe what your company does and your role there. 

We're a multimedia production house and studio. We handle commercial design services, contract work for advertising production, and creative feature production.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

As a small business owner my hands were completely full, particularly in the early stages of my business. The last thing I needed was to be worried about the minutiae of tax law and compliancy, so I hired a firm to help us do the most, but primarily for peace of mind.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They're a full service tax law firm, so at the risk of sounding like a commercial:

• IRS tax liens and levies
• IRS Collections
• Sales Tax matters
• U.S. Tax Court
• Independent contractor and employee reclassification audits
• Tax preparer audits
• Taxpayer defense

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

• Positive reviews and ratings
• Close to my geographic location
• Pricing fits our budget
• Great culture fit
• Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

We're always compliant most importantly, and I believe they manage our taxes in the most beneficial way possible.

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Phone calls
• Email or Messaging App
• Mobile Text Messages

Are there any areas for improvement or something this service provider could have done differently?

Not really, but I don't have much of a frame of reference for the service