Account clarity
Explaining the balance, the period, and the options in plain language.
For Tax Protection Plus's resolution team
A tax problem gets resolved when someone finds the real problem first.
What I noticed: Tax Protection Plus helps taxpayers resolve balances that start with a notice, an error, or a misunderstanding. That work is diagnosis before response — reading the account, finding what actually triggered the issue, then building the response that moves the case forward. It's the work I did with taxpayer accounts at the California Franchise Tax Board.
FTB account & audit casework60% fewer processing errors3/3 SEE parts passed
Mark AbellaTax resolution & audit support · tax systems · software delivery
39-second brief
One risk, one solved parallel, evidence nearby.
What Tax Protection Plus is protecting
Confidence that a case is moving — not stuck in a notice cycle.
Case momentum
Answering notices with the right documentation and following through.
Client trust
Handling anxious, high-stakes conversations with patience and confidentiality.
How I read the role
Diagnosis, response, follow-through — in that order.
Read
The notice and the account: amounts, periods, and prior activity.
Diagnose
What actually caused the balance, the error, or the misunderstanding.
Verify
The records and the authority that support the next step.
Respond
The correction, explanation, or documentation that answers the issue.
Track
Follow up until the case closes; escalate when it cannot move.
A small work sample
The case record I would want a resolution team to receive.
This is an illustrative structure — not a claim about Tax Protection Plus's internal process.
Notice diagnosis recordBuilt to survive review
- Notice & account
- Notice type, taxpayer facts, period, balances, and due dates
- Root cause
- What triggered it: unreported items, math, credits, penalties, or identity
- Evidence
- Records gathered, plus what is still missing
- Response
- Correction, explanation, or documentation addressing each issue
- Next step
- Payment arrangement, follow-up date, or referral
- Escalation
- When a case needs a supervisor, legal, or another team
Why I may be a strong fit
Tax agency casework meets careful documentation.
Analyzed taxpayer accounts at the California Franchise Tax Board: liabilities and notices, balance explanations, payment arrangements, and documentation review.
Built a workflow-integrated tax calculator that contributed to a 60% reduction in processing errors and 30% faster assessment processing.
Prepare quarterly church payroll-tax filings (Form 941) and corrected prior payroll-tax periods back to August 2024, including agency correspondence.
Passed all three parts of the IRS Special Enrollment Examination; Enrolled Agent enrollment is pending.
The conversation I'd welcome