Tax Resolution Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks, Xero
Who they say they serve: professional services, attorneys (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Tax Resolution Accounting | home page | |
| Website | https://taxresolutionaccounting.com/ | home page | |
| Office locality | Lynchburg, VA | home page | |
| Phone | +14343387149 | home page | |
| Offers bookkeeping | Documented: ...tax season and unexpected changes. Every strategy is tailored to your financial goals. Bookkeeping Organized books are the foundation of success. Our bookkeeping services in... | home page | |
| Monthly bookkeeping | Documented: ...up-to-date ledgers so your books always reflect the true state of your finances. Monthly Reconciliation and Reporting We reconcile all accounts and provide clear monthly reports... | /bookkeeping | 8 pts (max 8) |
| Payroll coordination | Documented: ...you Harvesting investment losses to offset gains Reviewing your business structure, payroll, and deductible purchases Making charitable contributions before December 31 Good... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...while we keep your finances precise and fully compliant. Common QuickBooks Challenges Profit and Loss Statement Issues Incorrectly categorized expenses or missing transactions can... | /bookkeeping | 6 pts (max 6) |
| Industries served (documented) | professional services, attorneys | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks, Xero | /about-us | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jeremy Lassiter · Enrolled Agent (on the IRS record) · business name on the record: Tax Resolution Accounting | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$200/month" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...you’re taxed at the lowest rate possible. Some of the best year‑end planning moves include: Making the most of retirement and HSA contributions Accelerating expenses or delaying... | home page | 5 pts (max 5) |
| Onboarding described | Documented: ...the Office Coordinator at Tax Resolution Accounting, where she assists clients with the onboarding process, obtaining tax documents from clients to support the tax filing process... | /about-us | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...our expert bookkeepers handle everything from daily transaction tracking to detailed monthly reports so you always know exactly where your money is going. With reliable, up-to-date... | /bookkeeping | 4 pts (max 4) |
| Named contact / team | Jeremy Lassiter, CEO | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...Skip to content Attention current clients! ATOM is being retired. Please click on the “Client Portal” button below by 9/30/26 to activate your new Tax Dome account. Your notes and... | home page | 3 pts (max 3) |
| Working contact route verified | %[email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Virginia Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jeremy Lassiter under the business name 'Tax Resolution Accounting' in Lynchburg, VA. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Tax Resolution Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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