tax strategy

I Do Not Trust Anyone...

May 01, 20253 min read

by: Alysha Pruitt Harvey, MAcc, EA, CTS, CTC, CTP, People Advisor

Feeling scared and mistrustful about discussing your tax situation is completely understandable. Taxes can be complex and the fear of judgment or making things worse can be overwhelming. However, keeping your concerns to yourself can lead to more stress and potentially exacerbate the situation. Here are some steps you can take to address your tax issues while maintaining a sense of security and trust:

1. Educate Yourself

Gaining a basic understanding of your tax situation can make you feel more in control and less intimidated by the process. There are plenty of reputable resources online, including the IRS website, that can provide you with valuable information about handling tax debt, payment plans, and other options available to you.

2. Seek Confidential Assistance

If the idea of talking to someone directly is too daunting, consider using anonymous resources initially. Many tax advisors and attorneys offer free consultations where you don’t have to commit to anything. You can ask general questions without revealing your identity or specifics of your situation until you feel comfortable.

3. Look for Certified Professionals

When you’re ready to seek professional help, look for certified public accountants (CPAs) or licensed tax attorneys. These professionals are bound by strict confidentiality rules and ethical standards. They are there to help you, not judge you. Ensure they have a good track record and reviews from other clients.

4. Start with Someone You Trust

If you have a trusted friend or family member who is knowledgeable about taxes or has been in a similar situation, consider opening up to them first. They can offer moral support, share their experiences, or possibly recommend trustworthy professionals.

5. Understand Your Rights

The Taxpayer Bill of Rights provides you with certain protections, including the right to confidentiality and the right to retain representation. Knowing your rights can provide a sense of security when dealing with tax matters.

6. Communication is Key

When you do decide to talk to a professional, clear communication is essential. Express your concerns about trust and confidentiality from the start. A good professional will understand your apprehensions and work to build a relationship based on trust and transparency.

7. Take Small Steps

You don’t have to solve everything at once. Tackling your tax situation can be done in manageable steps. Each small action you take can help reduce your anxiety and build your confidence in dealing with the issue.

8. Protect Your Information

When you decide to seek help, make sure to protect your personal information. Only provide sensitive details to professionals who have established their credibility and whom you have decided to engage for their services.

Remember, feeling scared is a natural response to facing tax issues, especially when trust is a concern. By taking informed and cautious steps, you can navigate your tax situation in a way that feels safe and secure for you. Remember, you're not alone, and there are paths forward that can help you resolve your tax concerns while protecting your privacy and peace of mind.

Need some help? Schedule a call with us and let's talk about it!

Talk to us here https://calendly.com/alyshaharvey/strategy


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Alysha Pruitt Harvey, MAcc, EA, CTS, CTC, CTP, People Advisor

Alysha Pruitt Harvey is a highly-accomplished serial entrepreneur; a business consultant, tax strategist, and accountant by trade. She is the first black woman to be Certified Tax Specialist by American Institute of Certified Tax Planners. She is best known for founding Distinct Tax Consulting Group and Distinct Financial Services. Established in 2013, the firm has seen great success under her leadership. In addition to her impressive resume and high-caliber of service, she also wrote Risk it All: Wounds to Wisdom, an informative book which dives into the struggles that entrepreneurs often face in different phases of their businesses. Her story is one of ambition, courage and humility.

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2024 © Distinct Tax Consulting Group, LLC

All Rights Reserved
Terms and Conditions | Privacy Policy

Hours of Operation

During Tax Season (January 1 - April 15)

Monday - Friday 9:00 AM - 5:00 PM

Saturday and Sunday - Closed

​​

Post-Tax Season (April 16 - November 30)

Tuesday - Thursday 9:00 AM - 5:00 PM

Monday and Friday - Closed

Saturday and Sunday - Closed

Pre-Tax Season (December)

Appointment Only

CONTACT US

2024 © Distinct Tax Consulting Group, LLC All Rights Reserved
Terms and Conditions | Privacy Policy