Get to Know Society of Wealth

About Our Firm

Welcome to Society of Wealth, your trusted partner in IRS tax debt resolution and tax planning. With a team of dedicated and licensed Enrolled Agents, we are committed to providing competent and thorough representation for individuals and businesses struggling with tax problems. Our mission is to alleviate the burden of tax problems and guide our clients toward a fresh financial start. Through our virtual service, we work with US taxpayers worldwide from our base in Galveston, Texas.

Our Expertise

IRS Representation & Audits: We handle IRS audits with precision, led by Jacqueline Richardson, EA, who has a deep understanding of tax issues gained from a prior career as an IRS auditor. Our goal is to minimize audit flags and ensure you have peace of mind throughout the process.
Multi-Year Tax Preparation: Whether you need to file taxes for multiple years or are looking to get your financial cards in order, we offer detailed, multi-year tax preparation to address all your needs, no matter how many years of back taxes you owe.
Bookkeeping Services: From monthly bookkeeping to more intensive support, we ensure your financial records are accurate and up-to-date, which is crucial for resolving IRS issues.

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Who We Serve

Although Society of Wealth serves a wide range of clients, we specialize in:

Individuals, corporations, and partnerships facing tax problems or needing to file multiple years of unfiled tax returns.
Clients who require comprehensive solutions, combining tax preparation with bookkeeping to resolve complex IRS issues.
Businesses and individuals who value a meticulous approach to handling their financial and tax matters.

Why Choose Us?

Taking Care of Business

We are committed to giving thorough attention to all tax and audit issues, ensuring that everything is handled efficiently from start to finish. Jacqueline's credentials include being a QuickBooks Certified Pro Advisor, a member of the National Association of Enrolled Agents (NAEA), and the American Society of Tax Problem Solvers, as well as a fellow with the National Tax Practitioners Institute. These certifications and memberships reflect Society of Wealth's dedication to professionalism and our ability to navigate complex tax challenges with ease.

In addition to IRS tax debt resolution, we also offer comprehensive tax planning services for small business. We understand that managing your business finances and tax obligations can be complex, time-consuming, and overwhelming. That's why our team provides a range of services to address all your small business tax needs. From bookkeeping and tax compliance, to tax strategy, we can assist you in optimizing your tax position, maximizing deductions, and implementing effective tax planning strategies that align with your business goals.

About Jacqueline Richardson, EA, CAA, NTPIF

We're located at 2121 Market Street Downtown Galveston, Texas.

Enrolled Agent * Certifying Acceptance Agent * National Tax Practitioners Institute Fellow * Former IRS Reveue Agent