Jeremy Lassiter, EA, NTPI Fellow, CTC

Visionary
DISC Type : Ds

Owner at Tax Resolution Accounting

Lynchburg, Virginia, United States

Overview

As the founder of Tax Resolution Accounting, Jeremy Lassiter is a seasoned tax strategist with nearly 20 years of experience. He holds multiple advanced credentials, including Enrolled Agent and NTPI Fellow, and earned his BS in Finance from Liberty University, specializing in helping business owners with complex financial challenges.

Outside of his professional life, Jeremy enjoys spending time with his wife and two children. His personal interests include playing the drums, going on outdoor walks with his wife, and volunteering with nonprofit organizations and his local church, where he serves in leadership roles.

In addition to his tax practice, he is a licensed REALTOR® and real estate investor, offering specialized insight into property-related tax strategies.

Personality Overview

Goal-Oriented

Direct & Assertive

Objective Evaluator

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Tax Strategy for Entrepreneurs
His firm is built around proactive tax planning, resolving IRS issues, and helping business owners legally reduce their tax burdens to improve financial stability.
Cash Flow Management
He consistently emphasizes that mastering how money moves is fundamental to business success and helps clients optimize their cash flow for long-term growth.
Personal & Business Growth
He frequently posts about the direct link between personal development and business success, believing that expanding one's mindset is essential for financial growth.

Media Appearances

Jeremy has no verified media appearances

Work History

2-2016
Owner at Tax Resolution Accounting

Education

2002 - 2006
Bachelor of Science - BS from Liberty University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Lynchburg, Virginia, United States Job Level : N/A Designation : Owner at Tax Resolution Accounting
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Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeremy

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeremy move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeremy take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeremy

Personality Compatibility


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