IRS & State Representation

What problem brings someone here?

A notice arrives and the instinct is either to ignore it or to call the number on it straight away. Neither is usually right.

Some notices are routine and wrong. Some are routine and correct. Some are the first visible sign of a problem running across several years. Many carry a response deadline that matters more than the amount, and the letter itself rarely makes clear which kind you are holding.

How can we help?

The first job is to read the notice and establish the facts: what the authority believes, what was actually filed, and what the account history shows.

From there the work may be a documented response, an amended return, an audit, a payment arrangement, a collection matter, or sorting out several unfiled years. We handle the correspondence and communication with the taxing authority, and we work on the underlying filings at the same time so the matter is resolved rather than postponed.

What should you expect?

Please do not upload or email the notice. Send a consultation request and we will give you secure instructions for providing it.

Once we have it we will tell you what the notice actually is, whether a deadline applies, and what our assessment of the position is, including when the authority is likely to be right. We will give you the realistic range of outcomes. Nobody can promise a particular result from a taxing authority and we will not suggest otherwise.

How do I get started?

1. Tell us what you need. Complete a short consultation request. Do not upload tax returns, Social Security numbers or other sensitive financial information through the website.
2. We review the request. Our team reviews the general nature of the work and determines the appropriate person and next step.
3. We talk. We will arrange a phone, video or office consultation when appropriate so we can better understand your situation.
4. Securely provide information. If we move forward, we will provide instructions for securely sharing the documents and information needed for the engagement.