From Panic to Peace: A Tax Resolution Client Story

Written By Marian Okoye

When Janelle* came to us, she hadn’t filed in four years. She had two businesses, one IRS lien, and no idea where to start. Within 90 days, she had a clear plan, an installment agreement, and her peace of mind back.

*Name changed for confidentiality.

The Problem

  • Ignored IRS notices out of fear

  • Bank accounts partially frozen due to lien

  • No current bookkeeping or tax prep

  • Felt ashamed and overwhelmed

The Process

  • We reviewed her IRS transcripts and notices

  • Set up back bookkeeping using bank feeds

  • Filed multiple years of business and personal returns

  • Built a case for penalty relief and entered an installment agreement

  • Created a money system to keep her current going forward

The Result

  • IRS lien released within 60 days of first payment

  • Penalties reduced by over $6,000

  • Joined our membership to stay on track with her numbers

  • Most importantly: regained confidence in running her business

Call to Action


If this sounds familiar, know you’re not alone. We’re here to help you go from panic to peace. Book a resolution strategy session or learn how our Numbers from Scratch community supports you year-round.

Marian Okoye
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