About Luella Willaman
Luella Willaman, EA is an experienced tax professional and the CEO of Tally and Taxes dedicated to helping creative entrepreneurs and small business owners achieve their goals and live their passion by providing a holistic approach to their finances and developing smart plans to lower their tax payments. She offers full-service, one-on-one financial management and consulting services, including Tax Preparation, Tax Planning, Bookkeeping, Accounting, and Financial Analysis.
Prior to this, she spent several years working for other companies in the Accounting field as a Controller, Interim CFO, and Tax Manager. Luella earned a Bachelor’s Degree in Corporate Financial Management from the University of Akron and a Master’s Degree in International Business, Trade, and Tax Law. She’s also a loving mother of 4 boys and when she isn’t at a soccer game, swim competition, or tennis match, she enjoys spending time with her horse, Nayla.
Contact Luella today for a free consultation!
Prior to this, she spent several years working for other companies in the Accounting field as a Controller, Interim CFO, and Tax Manager. Luella earned a Bachelor’s Degree in Corporate Financial Management from the University of Akron and a Master’s Degree in International Business, Trade, and Tax Law. She’s also a loving mother of 4 boys and when she isn’t at a soccer game, swim competition, or tennis match, she enjoys spending time with her horse, Nayla.
Contact Luella today for a free consultation!
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Ohio Department of Taxation
- Pennsylvania Department of Revenue
- New York State Department of Taxation
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- Other Levies
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Tax-Related Identity Theft
- Foreign Informational Penalties
- Expatriation (Form 8854)
- Tax Preparer Penalties
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- 100% Penalty Assessment
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- CAT Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Warrant
- Tax Penalties
- Seizure
- Bank Levy
- Sales Tax
- 100% Penalty Assessment
- Tax-Related Identity Theft
- Tax Audit or Examination
- Franchise Tax Issues
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Tax-Related Identity Relief
- Bankruptcy
- Fraud Examination Support
- 4180 Interview Support
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- Pro Se Tax Court Petition
- Streamlined Filing Procedure
- Tax Court
- IRS Transcript Analysis
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Individual Tax Preparation
- Levy Release or Reduction
- Lien Release
- Tax Amnesty
- Audit Defense & Support
- Business Tax Preparation
- Tax Appeals
- Innocent Spouse Relief
- Amend Tax Returns
- Bankruptcy
- Tax-Related Identity Relief
- Tax Court
- Payment Plan (Defered Payment)
- Penalty Abatement
- Lien Release
- Individual Tax Preparation
- Levy Release or Reduction
- Tax Forgiveness
- Business Tax Preparation
- Amend Tax Returns
- Audit Defense & Support
- Tax Appeals
- Offer in Compromise
- Innocent Spouse Relief
- Injured Spouse Claim
- Inheritance Tax Preparation
- Tax-Related Identity Relief
- Bankruptcy
- Tax Amnesty
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Fiduciary (Trust & Estate 1041)
- Tax Appeals
- Tax Amnesty
- Bankruptcy
- Tax-Related Identity Relief
- Tax Court
Tax Types Serviced
Corporate Tax
Excise Tax
Alcoholic Beverage Tax
Fisheries Related Taxes
Tobacco Tax
Oil & Gas Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Highway Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
FIRPTA
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Expatriates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
3/1/2020
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Owner and CEO | Tally and Taxes | Akron, Ohio | Oct 2010 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| The University of Akron | Bachelor's Degree | 2003 |
| Maastricht University | Master's Degree | 2022 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| Tax Rep Network | Member | 2022 - Present |
| American Society of Tax Problem Solvers (ASTPS) | Member | 2021 - Present |
Contact Information
Address
2830 Copley Road Suite C
Copley, Ohio 44321
Copley, Ohio 44321
In Office Visits
No
Website
Book Appointment
Pricing & Payments
Free Consultation
Virtual Consultation
Flat Fee Pricing
Contact Me for Details
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Visa
Mastercard
Paypal
Venmo
Money Order
Check
Cash
Zelle
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