Personal attention, from the first question to the final follow-up.
Who this helps
IRS Representation & Resolution
Taxpayers facing IRS or state notices, examinations, missing returns, balances due or penalty questions.
Where we begin
Review every page of the notice, the response deadline, account records and prior correspondence before planning a response.
Service scope
Notice review & response
Audit support
Payment plans & penalty relief
Receiving a letter from the IRS or a state tax agency can be worrying. We review the notice, explain what it means and help you respond correctly and on time.
What we help with
Responding to IRS and state notices
Examinations and audit support
Installment agreements and payment arrangements
Penalty abatement requests
Unfiled returns and back taxes
Obtaining IRS transcripts and account information
Who it is for
Anyone who has received a tax notice, is behind on filings or owes a balance and wants professional guidance.
What your engagement can include
01
An explanation of the notice, tax periods, response deadlines and documents needed.
02
An authorized response or representation package, including applicable supporting records and correspondence.
03
A record of the agency response and next steps for payment arrangements, penalty requests or further review where appropriate.
The engagement sets out the applicable years, jurisdictions, forms and deliverables. Filing, payment and agency processing follow their respective requirements.
What to prepare
The IRS or state notice (all pages)
Tax returns for the years in question
Supporting documents for the items being questioned
Any previous correspondence with the agency
Not sure you have everything? We will send a personalized checklist after your consultation.
I received a letter from the IRS. What should I do?
Do not ignore it. Most notices have a response deadline. Keep the letter, avoid paying or replying before you understand it, and contact us — we will review the notice and explain your options.
How are your fees determined?
Fees depend on the complexity of your situation, such as the number of forms, income sources and states involved. We provide a quote after the initial consultation, before any work begins.
Can you help with an unfiled year or an incorrect return?
We can review the year, filing history and supporting records to identify the next step. A missing original return and an amendment are different procedures. For individual returns, Form 1040-X may apply to a correction; state filings and refund claim periods need separate consideration.
