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Sometimes people call me and the first thing they say is, “I don’t even know where to start.” That’s okay. You may know ...
10/28/2026

Sometimes people call me and the first thing they say is, “I don’t even know where to start.”

That’s okay.

You may know there’s a balance.
You may have a notice sitting on the counter.
You may have returns that still need to be filed.
You may just know the IRS keeps sending mail and you’re tired of trying to figure out what it all means.

You don’t have to diagnose the tax problem before you reach out.

That’s part of what we do at ETS Tax Relief.

We help individuals and small business owners sort through what’s happening, understand what needs attention, and look at the options that may apply from there.

Bring us the tax problem.

We’ll help you work through it without adding more stress. ETSTaxRelief.com

Remember when filing your taxes was pretty straightforward? Then life happened. Marriage.A business.A mortgage.Kids.Self...
10/26/2026

Remember when filing your taxes was pretty straightforward? Then life happened.

Marriage.
A business.
A mortgage.
Kids.
Self-employment income.
Military income.

Suddenly, what used to be simple has a whole lot more moving parts.

That’s why I’ve always believed tax work has to start with understanding the person behind the return first. I need to know what changed, what you’re dealing with, and what questions need to be answered before we can talk about the tax side of it.

If your tax picture has gotten more complicated as your life or business has grown, book a consultation with Everett Tax Solutions to see whether we’re the right fit to help you sort through it: https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

Owing the IRS doesn’t automatically mean you have one option and one option only. Depending on the situation, the IRS ma...
10/23/2026

Owing the IRS doesn’t automatically mean you have one option and one option only.

Depending on the situation, the IRS may offer payment plans, an Offer in Compromise for taxpayers who qualify, or a temporary delay in collection when paying would create financial hardship.

This is why I don’t like jumping straight to “Just get on a payment plan.”

I want to know what you owe, which tax years are involved, whether all required returns have been filed, what you can realistically afford, and what the IRS has already done on the account.

Those details help us figure out which options are actually worth looking at.

A payment plan may make sense for one person. Someone else may qualify for a different resolution option. An Offer in Compromise is available in certain situations, but it isn’t a fit for everyone.

ETS Tax Relief helps individuals and small business owners work through tax problems without adding more stress to the situation.

If you owe the IRS and you’re not sure what options may apply, let’s start by looking at where things stand.

Visit ETSTaxRelief.com.

𝗧𝗢𝗗𝗔𝗬 𝗮𝘁 𝟮𝗣𝗠 𝗘𝗧: 𝗪𝗲'𝗿𝗲 𝗴𝗼𝗶𝗻𝗴 𝗹𝗶𝘃𝗲!𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰...
10/20/2026

𝗧𝗢𝗗𝗔𝗬 𝗮𝘁 𝟮𝗣𝗠 𝗘𝗧: 𝗪𝗲'𝗿𝗲 𝗴𝗼𝗶𝗻𝗴 𝗹𝗶𝘃𝗲!

𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 starts in just a few hours, are you registered?

If AI tools have found their way into your firm's workflow in any form, this training gives you the framework to use them within your Circular 230 obligations, not around them.

Today you'll learn:
• How competence and due diligence apply when AI is part of the work
• What proper verification of AI-generated research looks like
• Supervision, confidentiality, and IRC § 7216 obligations tied to AI use
• Fee and written advice considerations when AI tools are involved
• Practical procedures you can put in place at your firm right away

Real cases. Real procedures. Real CE credit.
𝟮 𝗜𝗥𝗦 𝗖𝗘 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 (𝗘𝘁𝗵𝗶𝗰𝘀)
Practical tools you can use at your firm immediately

𝗡𝗲𝗲𝗱 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿? 𝗧𝗵𝗲𝗿𝗲'𝘀 𝘀𝘁𝗶𝗹𝗹 𝘁𝗶𝗺𝗲.
https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 is happening tomo...
10/19/2026

𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 is happening tomorrow. This webinar covers ground most firms haven't formally addressed yet.

Here's a preview of what's on the agenda:
• Competence and due diligence standards applied to AI-assisted work
• Written advice and fee considerations when AI tools are part of the process
• Supervision responsibilities for AI use within a firm
• Confidentiality, data security, and IRC § 7216 compliance
• Procedures for verifying AI-generated research before it's relied on

𝟮 𝗜𝗥𝗦 𝗖𝗘 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 (𝗘𝘁𝗵𝗶𝗰𝘀)
𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬
𝟮𝗣𝗠 𝗘𝗧

𝗚𝗿𝗮𝗯 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗻𝗼𝘄 -> https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

If you aren't able to attend live tomorrow, don't worry! The recording will be available as a self-paced course following the webinar.

I spend a LOT of time talking about taxes. Obviously! What I like about the 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 𝗙𝗶𝗿𝗺 𝗕𝗼𝗼𝘁𝗰𝗮𝗺𝗽 is that we’re a...
10/16/2026

I spend a LOT of time talking about taxes. Obviously!

What I like about the 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 𝗙𝗶𝗿𝗺 𝗕𝗼𝗼𝘁𝗰𝗮𝗺𝗽 is that we’re also making room to talk about the business behind the tax work.

How you serve your clients.
How work moves through the firm.
What representation looks like once a client actually hires you.
How you build something that doesn’t require YOU to remember every single thing.

Knowing taxes is one skill but running the firm is a whole other skill set.

I’ll be teaching Federal Tax Updates, so yes, we’ll still get into the tax stuff too. Uncle Sam always gives us something new to discuss.

ETS Tax Institute is also sponsoring 𝟱 𝗵𝗼𝘂𝗿𝘀 𝗼𝗳 𝗖𝗘, so you can bring something useful back to the firm and get CE credit while you’re at it. I call that a win!

If you’re an Enrolled Agent or working toward becoming one, come spend a few days with us this week in 𝗟𝗼𝘂𝗶𝘀𝘃𝗶𝗹𝗹𝗲, 𝗞𝗲𝗻𝘁𝘂𝗰𝗸𝘆, 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟰.

https://www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

Every year around this time, the write-off conversations start. “Should I buy this before the end of the year so I can w...
10/14/2026

Every year around this time, the write-off conversations start.

“Should I buy this before the end of the year so I can write it off?”

Maybe. Let’s talk about what you’re buying first.

If the business already needs new equipment, technology, furniture, or another major purchase, timing can absolutely be part of the year-end tax planning conversation.

I just don’t want the tax deduction making the entire decision for you.

A write-off can reduce your taxable income, but you’re still spending real money to get it.

Sometimes making the purchase before year-end makes sense. Other times, keeping that money in the business is the better move.

If you have a major purchase on your list before December 31, bring it into the tax planning conversation before you make the purchase.

https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

We know your schedule is packed, but this course covers something most firms are already doing without a formal policy i...
10/13/2026

We know your schedule is packed, but this course covers something most firms are already doing without a formal policy in place.

In 𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲, I will be covering real-world cases and practical procedures for using generative AI responsibly, without losing sight of the professional judgment Circular 230 requires.

Here's why this matters:
• Relying on unverified AI output for research or advice can violate the due diligence standard, even when the error wasn't caught on purpose
• Entering client data into AI tools without proper safeguards raises confidentiality and IRC § 7216 concerns
• Firms without a supervision policy for AI use are exposed the moment a staff member relies on it unchecked

I will walk you through practical procedures you can implement so your firm can use AI tools with confidence and stay within your professional obligations.

𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿: https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

Unable to make the live session? The self-paced course will be available following the webinar.

If you’re spending three days away from your firm, I want you to come back with something you can use. The 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻...
10/12/2026

If you’re spending three days away from your firm, I want you to come back with something you can use.

The 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 𝗙𝗶𝗿𝗺 𝗕𝗼𝗼𝘁𝗰𝗮𝗺𝗽 is covering federal tax updates, tax representation, entity taxation, marketing, wealth-building, and more.

I’ll be teaching 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗧𝗮𝘅 𝗨𝗽𝗱𝗮𝘁𝗲𝘀, and ETS Tax Institute is providing 𝟱 𝗵𝗼𝘂𝗿𝘀 𝗼𝗳 𝗜𝗥𝗦 𝗖𝗘 during the event.

If you’ve been wondering what’s packed into the weekend, take a look at the full agenda.

𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟰 | 𝗟𝗼𝘂𝗶𝘀𝘃𝗶𝗹𝗹𝗲, 𝗞𝗲𝗻𝘁𝘂𝗰𝗸𝘆

https://www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

Who's responsible when an AI tool generates a research answer that turns out to be wrong on a client return?That questio...
10/09/2026

Who's responsible when an AI tool generates a research answer that turns out to be wrong on a client return?

That question sits at the center of 𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲. The answer hasn't changed just because the research came from a machine.

In this webinar, I will walk you through the full picture:
• How Circular 230's competence and due diligence standards apply to AI-assisted work
• What counts as adequate verification of AI-generated research before you rely on it
• Fee and written advice considerations when AI tools are part of the process
• Supervision responsibilities when staff use AI tools on client matters
• Data security and confidentiality obligations, including IRC § 7216, when taxpayer information is entered into AI systems

This is a practical framework you can bring back to your firm and put in place immediately.

𝟮 𝗜𝗥𝗦 𝗖𝗘 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 (𝗘𝘁𝗵𝗶𝗰𝘀)
𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬 𝗮𝘁 𝟮𝗣𝗠 𝗘𝗧

𝗦𝗮𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗲𝗮𝘁 -> https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

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