Erica Filson, EA
Arise Tax
About
Erica Filson is a dedicated tax professional with extensive experience as an Enrolled Agent and former IRS Revenue Officer. With a bachelor’s degree in accounting and a master’s degree in leadership, she provides personalized and reliable tax solutions for individuals and businesses. She is committed to delivering exceptional service and confidently helping clients achieve their financial goals.
Outside of work, Erica enjoys spending time with her kids, relaxing on the beach, and camping in the great outdoors.
Services and Specialties
IRS Power of Attorney Representation (Form 2848)
You stop talking to the IRS directly, because a licensed representative steps in and handles every call, notice, and deadline on your behalf.
Offer in Compromise
When you genuinely cannot pay the full balance, this settles the debt for less than what you owe and closes the account for good.
Installment Agreement Negotiation
Your balance gets converted into a monthly payment you can actually live with, and the collection calls stop while it stays current.
Partial Pay Installment Agreement
You pay only what your budget truly supports each month, and any balance still standing when the collection statute expires goes away.
Currently Not Collectible Status
When paying anything would leave you short on rent, food, or medicine, the IRS is required to back off and pause collection entirely.
Levy and Garnishment Release
Money already being pulled from your paycheck or bank account gets released, often within days, so you can cover your household again.
Federal Tax Lien Withdrawal, Discharge, or Subordination
The lien stops blocking your ability to sell your home, close a refinance, or get approved for business credit.
Penalty Abatement (First Time and Reasonable Cause)
Penalties that ballooned your balance get removed when you had a clean history or a legitimate reason you fell behind.
Interest Abatement
Interest caused by IRS delay or error is recalculated off your account instead of quietly compounding against you.
Unfiled and Back Tax Return Compliance
Years of missing returns get filed correctly and in the right order, which is the step that unlocks every other resolution option.
Substitute for Return (SFR) Reconsideration
The inflated return the IRS filed for you gets replaced with a real one, and the balance usually drops sharply.
IRS Account Transcript Analysis
You get a clear written picture of exactly what the IRS has on file, what they think you owe, and how long they can legally collect it.
Collection Statute Expiration Date (CSED) Analysis
You find out the date the debt legally expires, which sometimes means waiting is a far better strategy than paying.
Trust Fund Recovery Penalty Defense
Protects you personally from being held responsible for unpaid payroll taxes your business could not cover.
Payroll Tax (941) Resolution
Keeps an unpaid payroll tax problem from escalating to the point where the business is shut down and the doors close.
Innocent Spouse Relief
Separates you from a tax debt your spouse or former spouse created, so their decisions stop following you.
Injured Spouse Allocation
Recovers your share of a joint refund that was seized to pay a debt that belonged only to your spouse.
Collection Due Process and Equivalent Hearings
Forces a formal, independent review before the IRS is allowed to levy, and buys real time to put a solution in place.
Collection Appeals Program (CAP) Representation
Gives you a fast appeal route when a lien or levy action is about to happen and waiting is not an option.
Taxpayer Advocate Service Referrals and Hardship Cases
When the normal channels have stalled and you are facing real hardship, this escalates your case to someone who can break the logjam.
Passport Certification Reversal (Seriously Delinquent Debt)
Clears the tax flag that is blocking your passport renewal so your travel and work plans are not held hostage.
Federal Contractor and Levy Compliance Support
Restores your standing so a tax balance stops disqualifying you from contracts and payments you have already earned.
IRS Notice and Letter Response
Every notice gets answered accurately and on time, which is what keeps a small problem from turning into an enforced collection case.
Identity Theft and Fraudulent Return Resolution
Untangles a return someone else filed in your name and gets your real refund and your account restored.
Correspondence Audit Representation
The mail audit gets answered with the right documentation the first time, which is usually what keeps it from expanding.
Office Audit Representation
A licensed representative attends in your place, so you are not answering questions on the spot that you were never prepared for.
Field Audit Representation
Keeps a revenue agent inside agreed boundaries instead of roaming through years and issues that were never part of the exam.
CP2000 Underreporter Response
Challenges the matching notice line by line, and often the proposed balance drops to zero once the real basis is shown.
Audit Reconsideration
Reopens an audit you lost or never knew about, so an assessment built on missing records can finally be corrected.
Doubt as to Liability Offer in Compromise (Form 656-L)
For when the problem is not that you cannot pay, it is that you do not actually owe it, and this is the route to prove the assessment itself is wrong.
IRS Appeals Representation
Takes your case to an independent office with authority to settle, which is where most disputes actually get resolved.
Protest Letter Preparation
Puts your position in writing with the law and facts organized the way Appeals expects to see them.
Employment Tax Examination Representation
Defends how you classified and paid your workers before a payroll assessment lands on the business.
Voluntary Disclosure and Streamlined Filing Compliance
Brings undisclosed income or foreign accounts current on your terms, which carries far lighter consequences than being found.
State Income Tax Resolution
Handles a state balance with the same structure as an IRS case, because state agencies often move faster and hit harder.
State Sales and Use Tax Audit Defense
Defends the exemption certificates and records behind your sales tax, where assessments are frequently built on estimates.
State Sales Tax Representation
Handles the sales tax account itself, the filings, the balances, and the negotiations, not only the audit when one shows up.
State Payroll and Withholding Tax Resolution
Keeps a state payroll balance from turning into a personal assessment against you as an officer or owner.
State Offer in Compromise and Payment Plans
Settles or structures the state balance so you are not solving the federal problem while the state one grows.
State Voluntary Disclosure Agreements
Limits how many back years a state can reach and usually removes penalties when you come forward first.
Local and Property Tax Appeals
Challenges an assessed value that is out of line with what your property is genuinely worth.
Individual Tax Return Preparation (Form 1040)
Your return is prepared accurately and defensibly, with every deduction and credit you are legitimately entitled to claim.
Self Employed and Schedule C Return Preparation
Your business income and expenses are reported in a way that holds up, which matters because Schedule C draws extra attention.
Rental and Real Estate Return Preparation
Depreciation, basis, and passive loss rules are handled correctly so you are not leaving deductions behind or inviting a notice.
Partnership Return Preparation (Form 1065)
Allocations and K-1s are prepared right and delivered on time, so your partners can file without chasing you.
S Corporation Return Preparation (Form 1120-S)
Reasonable compensation, basis, and distributions are documented properly, which is exactly where S corporation audits start.
C Corporation Return Preparation (Form 1120)
Your corporate return is filed accurately with the timing and elections that keep the overall tax bill down.
Non-Profit and Exempt Organization Return Preparation (Form 990)
Protects your exempt status and gives donors and grantors a clean public filing they can trust.
Trust Return Preparation (Form 1041)
Income is allocated correctly between the trust and its beneficiaries, so nobody pays tax twice on the same dollar.
Estate Income Tax Return Preparation (Form 1041)
Keeps the estate compliant during administration so the executor can close it without a lingering tax issue.
Estate Tax Return Preparation (Form 706)
Values the estate and preserves the portability election that can save a surviving spouse an enormous amount later.
Gift Tax Return Preparation (Form 709)
Documents lifetime gifts properly so the exemption you used is never in question years from now.
Multi-State Return Preparation
Income is sourced to the right states with the right credits, so you are not taxed twice on the same earnings.
Amended Return Preparation (Form 1040-X)
Corrects a return that was wrong or incomplete, and often recovers a refund you did not know you were owed.
Prior Year and Delinquent Return Preparation
Gets every open year filed and brings you current, which is the requirement behind almost every resolution option.
FBAR Preparation (FinCEN Form 114)
Reports your foreign accounts on time, which matters because the penalty for missing this one can exceed what is sitting in the account.
ITIN Applications (Form W-7)
Gets a taxpayer identification number for family members or clients who need one to file, be claimed, or be paid.
Annual Tax Planning
Decisions get made before December 31, while you can still change the outcome instead of just reporting it.
Quarterly Tax Projections
You know what you will owe long before it is due, so April is a confirmation rather than a shock.
Estimated Tax Payment Calculation
You pay the right amount at the right time, which keeps underpayment penalties off your return.
Entity Selection and Restructuring Analysis
Shows what your business structure is actually costing you and whether changing it would pay for itself.
Monthly Bookkeeping
Your books are current every month, so you are running the business on real numbers instead of guesses.
Catch Up and Clean Up Bookkeeping
Years of neglected or tangled records get rebuilt into something accurate enough to file and finance from.
Bank and Credit Card Reconciliation
Every account is tied out to the statement, which is how errors and missing transactions get caught early.
QuickBooks Setup, Cleanup, and Training
Your accounting system is set up correctly from the chart of accounts down, so the reports mean something.
QuickBooks Health Check
A focused review of your file that finds the misposted entries, stale balances, and broken reconciliations before they end up on a tax return.
Accounts Payable and Receivable Management
Bills go out and get collected on schedule, which is usually where small business cash flow is quietly lost.
Inventory Accounting
Your cost of goods sold reflects reality, so you know which products are actually making money.
Outsourced Controller Services
You get senior level oversight of the numbers without carrying a full time controller on payroll.
Outsourced CFO Services
Puts a financial strategist in the room for pricing, hiring, and growth decisions before you commit to them.
Fund and Non-Profit Accounting
Restricted funds are tracked the way grantors and auditors require, which protects your funding.
Payroll Processing
Your people are paid accurately and on time, and the tax deposits are made before they can become a problem.
Payroll Tax Deposit and Filing Compliance
Deposits and returns are filed on schedule, which is the single best protection against a payroll tax case.
Quarterly and Annual Payroll Return Preparation (After the Fact Payroll)
Forms 941, 940, W-2, and the state equivalents are filed correctly and reconciled to your books, even when the payroll was already run somewhere else.
Multi-State Payroll Registration and Compliance
Remote employees are registered and withheld correctly in every state where you now have a footprint.
Contractor Payments and 1099 Filing
Contractor reporting is handled properly, which is where classification problems usually surface first.
Payroll Setup and System Conversion
Moving payroll systems happens without losing history or breaking your year to date numbers.
Owner and Officer Compensation Setup
Owner pay runs through payroll correctly, which supports the reasonable compensation position on your return.
Fringe Benefit and Reimbursement Plan Compliance
Benefits and reimbursements are structured so they stay tax free rather than becoming taxable wages.
Payroll Audit Support and Reconstruction
Rebuilds payroll records and defends them when an agency questions what was paid and withheld.
Startup and New Business Formation Advisory
Gets the entity, the books, and the tax elections right at the beginning, which is far cheaper than fixing them later.
Software Selection, Analysis, and Setup
Evaluates what you are running today against what you actually need, then gets the replacement installed and working rather than half migrated.
Industries Served
- 3D Printing
- Accounting Firms
- Advocacy Groups
- AI & Machine Learning
- Amusement Parks
- App Development
- Apparel & Fashion
- Aquaculture
- Architecture
- Artists & Craftspeople
- Auto Body Shops
- Auto Repair Shops
- Aviation
- Bakeries
- Bars & Nightclubs
- Bed & Breakfasts
- Brick & Mortar Retail
- Cannabis Cultivation
- Cannabis Delivery
- Cannabis Dispensaries
- Cannabis Processing
- Car Dealerships
- Car Washes
- Catering
- Charitable Organizations
- Childcare & Daycare
- Chiropractic
- Cleaning Services
- Coffee Shops
- Commercial Real Estate
- Community Organizations
- Consulting
- Content Creators
- Courier Services
- Crop Farming
- Cryptocurrency & Blockchain
- Cybersecurity
- Dairy Farming
- Data Centers
- Delivery Drivers
- Delivery Services
- Demolition
- Dental Practices
- Driving Schools
- Dropshipping
- E-commerce
- Educational Foundations
- Elder Care
- Electrical Contracting
- Electronics Manufacturing
- Engineering
- Event Planning
- Event Venues
- Film & Video Production
- Financial Planning
- Fitness Studios & Gyms
- Flooring
- Food Manufacturing
- Food Processing
- Food Trucks
- Freelancers
- Furniture Stores
- General Construction
- Grocery Stores
- Hair Salons & Barbershops
- Hardware
- Heavy Manufacturing
- Hemp & CBD
- Home Health Care
- Hotels & Motels
- HR & Staffing
- HVAC
- Independent Contractors
- Insurance
- Insurance Agencies
- Investment Firms
- IT Consulting
- IT Services
- Jewelry Stores
- Land Development
- Landscaping
- Language Schools
- Laundry & Dry Cleaning
- Law Firms
- Lending & Financing
- Light Manufacturing
- Livestock
- Logistics
- Maritime
- Marketing Agencies
- Marketplace Sellers
- Masonry
- Medical Practices
- Medical Spas
- Mental Health Counseling
- Mining
- Mobile Home Parks
- Mortgage Brokers
- Moving Companies
- Music & Arts Schools
- Music Venues
- Musicians & Bands
- Nurseries & Greenhouses
- Oil & Gas
- Online Education
- Optometry
- Packaging
- Painting
- Parts & Accessories
- Personal Training
- Pet Services
- Pharmacies
- Photographers
- Physical Therapy
- Plumbing
- Podcasters
- Private Schools
- Property Management
- Real Estate Brokerage
- Real Estate Investment
- REITs
- Religious Organizations
- Residential Real Estate
- Resorts
- Restaurants
- Rideshare Drivers
- Roofing
- SaaS & Software
- Social Media Influencers
- Solar & Renewable Energy
- Spas & Wellness
- Specialty Shops
- Sports & Athletics
- Talent Agencies
- Taxi & Rideshare
- Textile Manufacturing
- Theater & Performing Arts
- Timber & Forestry
- Tire Shops
- Tour Operators
- Towing Services
- Trade Associations
- Travel Agencies
- Trucking & Freight
- Tutoring & Coaching
- Tutoring Centers
- Vacation Rentals
- Veterinary
- Vineyards & Wineries
- Vocational Training
- Warehousing
- Waste Management
- Water & Utilities
- Wealth Management
- Web Development
- YouTubers & Streamers
Accounting Software
- QuickBooks Online
- Xero
- Bill.com
- Ramp
- QuickBooks Desktop
- Wave
- FreshBooks
Payroll Software
- Gusto
- ADP
- QuickBooks Payroll
- Paychex
- SurePayroll
Credentials and Verification
Verification Status
Credentials independently verified by Tax Resolution Academy®
Professional Credentials
- EA (Enrolled Agent)
License Information
Licensed States
IN
Client Reviews
Results described are specific to that client's facts and are not a guarantee or prediction of the outcome of any other matter.