IRS & state tax notices
Review the letter, response date and underlying records. Identify what the agency is asking for and agree on an appropriate response rather than letting the notice sit unanswered.
Notices & tax resolution
Notices & tax resolution
A clear next step for a tax letter, amended return or unresolved account question, with the required scope and authorization.
Amended returns & corrections
Evaluate whether a return needs correction, gather supporting information and discuss amendment preparation and follow-up. A review does not automatically mean an amendment or a refund is appropriate.
Authorized IRS representation
When included in the engagement and properly authorized, we can communicate with the IRS on specified tax matters. Power-of-attorney coordination, transcript review and examination-response support begin with the applicable authorization.
Account discrepancies & payment options
Research tax-account discrepancies and discuss available payment-plan or penalty-relief options based on the facts. Agency decisions and outcomes are not guaranteed, and deadlines remain important.
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Notices, amendments & IRS help
A letter from a tax agency should have a next step, not a permanent place on your desk.
Something else on your mind?
These are service topics for discussion, not a promise that every task is included in every engagement. Scope, fees, authorization and any specialist involvement are agreed individually. Tax savings, agency outcomes and business growth are not guaranteed.
Connect the work, not just the tasks
Part of a bigger accounting relationship.
Ongoing tax planning is considered as we work through your accounting, not saved for a single year-end conversation.
Your agreed monthly services are included in your monthly accounting fee. We define the scope up front; returns, family-member work, catch-up projects, representation and specialist services are included only when specified in your engagement. Ask us for a tailored quote.