Right Choice Tax Resolution, LLC: Company Profile

Background

Overview

Right Choice Tax Resolution, LLC is a tax and accounting firm based in Greenfield, Wisconsin. Founded by Jon Neal, a Certified Public Accountant (CPA) with over 40 years of experience, the firm specializes in assisting individuals and businesses with IRS and state tax issues. Jon Neal holds a Master’s in Taxation and a BBA in Accounting, and has authored five best-selling books on tax and accounting topics. He has also appeared on television, radio shows, and podcasts, sharing his expertise in the industry.

Mission and Vision

The firm's mission is to provide compassionate and effective tax resolution services, ensuring clients can move forward with their financial lives without the burden of tax-related issues. Their vision is to be the most trusted tax professional in Southeastern Wisconsin, offering comprehensive solutions to complex tax problems.

Primary Area of Focus

Right Choice Tax Resolution focuses on resolving tax issues for individuals and businesses, including unfiled returns, back taxes, audits, and aggressive IRS collection tactics such as liens, levies, and wage garnishments.

Industry Significance

In the tax resolution industry, Right Choice Tax Resolution stands out for its personalized approach, extensive experience, and commitment to client education and empowerment. The firm's founder, Jon Neal, is recognized as a leading expert in tax resolution, contributing to the firm's strong reputation in the industry.

Key Strategic Focus

Core Objectives

Tax Resolution Services: Assist clients in resolving IRS and state tax issues, including unfiled returns, back taxes, audits, and aggressive collection tactics.

Client Education: Empower clients with knowledge to make informed decisions about their tax situations.

Comprehensive Financial Solutions: Offer a range of services to address various financial challenges related to taxes.

Specific Areas of Specialization

Unfiled Returns: Assisting clients in filing overdue tax returns to become compliant.

Back Taxes: Negotiating with tax authorities to settle outstanding tax debts.

Audits: Providing support and representation during IRS audits.

Aggressive Collection Tactics: Protecting clients from IRS actions such as liens, levies, and wage garnishments.

Key Technologies Utilized

While specific technologies are not detailed in the available information, tax resolution firms typically utilize specialized tax software for case management, document preparation, and communication with tax authorities.

Primary Markets or Conditions Targeted

The firm primarily serves individuals and businesses in Southeastern Wisconsin facing tax issues, including unfiled returns, back taxes, audits, and aggressive IRS collection tactics.

Financials and Funding

Specific financial details, including total funds raised and recent funding rounds, are not publicly disclosed. As a privately held firm, Right Choice Tax Resolution's financial information is not readily available.

Pipeline Development

As a service-oriented firm specializing in tax resolution, Right Choice Tax Resolution does not have a product pipeline or clinical trials. Their focus is on providing immediate and effective solutions to clients' tax issues.

Technological Platform and Innovation

Proprietary Technologies

The firm utilizes specialized tax software for case management, document preparation, and communication with tax authorities. Specific proprietary technologies are not detailed in the available information.

Significant Scientific Methods

While not a scientific firm, Right Choice Tax Resolution employs strategic methodologies in tax resolution, including negotiation tactics, financial analysis, and compliance strategies to effectively address clients' tax issues.

Leadership Team

Jon Neal, CPA, MST, CPFP, CTP

Position: Founder and Principal Tax Professional

Professional Background: Over 40 years of experience in tax and accounting, with a Master’s in Taxation and a BBA in Accounting. Licensed as a CPA since 1980. Author of five best-selling books on tax and accounting topics. Experienced in representing clients before the IRS and state tax authorities.

Michelle Voskuil, CPA

Position: Certified Public Accountant

Professional Background: Returned to The Neal Group in 2022 after serving as CFO at Cities and Villages Mutual Insurance Company. Previously worked at The Neal Group from 2002-2003. Holds a Bachelor of Business Administration in Accounting from UW-Whitewater and received CPA license in 1990.

Brittanie Bruski

Position: Director of First Impressions

Professional Background: Joined The Neal Group team in 2003. Holds an Associate's Degree in Legal Assistant with a concentration in Pre-Law from Alpena Community College. Known as "The Voice" of Alpena Community College.

Erica Strevel

Position: Accountant

Professional Background: Started accounting career with The Neal Group in 2002 as an Intern, later becoming Staff Accountant. Earned undergraduate degree in Business Administration from Marquette University. Received Masters of Accounting from Texas A&M – Commerce and is working on CPA certification. Certified Profit First Professional.

Tucker

Position: Director of Stress Relief and Treats

Professional Background: Serves as the office mascot, providing comfort and stress relief to clients and staff.

Competitor Profile

Market Insights and Dynamics

The tax resolution industry is characterized by a growing demand for professional assistance in resolving complex tax issues. With increasing IRS enforcement actions and state tax audits, individuals and businesses seek expert guidance to navigate the complexities of tax laws and regulations.

Competitor Analysis

Ryan LLC: A global tax services and consulting firm based in Dallas, Texas, with over 3,600 employees and approximately $715 million in revenue as of 2021. Ryan LLC offers a wide range of tax services and has a significant international presence.

Choice Tax Relief, Inc.: A tax relief company founded by Logan Allec, CPA, based in Los Angeles, California. Specializes in tax relief, tax resolution, and tax debt services. The company has a team of 12 employees and offers a new approach to tax relief.

Strategic Collaborations and Partnerships

Specific collaborations or partnerships for Right Choice Tax Resolution are not detailed in the available information.

Operational Insights

Right Choice Tax Resolution differentiates itself through personalized service, extensive experience, and a commitment to client education. The firm's founder, Jon Neal, is recognized as a leading expert in tax resolution, contributing to the firm's strong reputation in the industry.

Strategic Opportunities and Future Directions

As the demand for tax resolution services continues to grow, Right Choice Tax Resolution has opportunities to expand its client base by leveraging its expertise and reputation. The firm can explore strategic partnerships and collaborations to enhance service offerings and reach a broader audience.