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Tax

IRS & State Representation

Professional guidance when a tax notice requires attention. Receiving a notice from the IRS or a state taxing authority can be confusing. We help taxpayers understand the issue, determine an appropriate response, and work toward resolving eligible tax matters.

An adviser pointing a pen at a financial report while a client listens across the desk

Tax Notice Assistance

We can assist with matters involving:

  • IRS notices
  • State tax notices
  • Missing tax returns
  • Proposed tax adjustments
  • Balance-due notices
  • Penalty notices
  • Examination correspondence
  • Payment discrepancies
  • Payroll tax notices
  • Requests for supporting documentation

Understanding the Notice

The first step is determining exactly what the taxing authority is requesting and whether its records agree with the taxpayer's records.

We review the notice, applicable returns, payments, transcripts, and supporting documentation before determining the appropriate response.

Penalty Abatement

When appropriate, we can evaluate whether a taxpayer may qualify to request penalty relief based on applicable IRS or state rules and the taxpayer's circumstances.

Frequently Asked Questions

Should I ignore an IRS notice if I think it is wrong?
No. Notices generally contain response deadlines. Even when the IRS is incorrect, the matter should be addressed.
Can you communicate with the IRS for me?
When properly authorized and within the scope of the engagement, we can communicate with the IRS or applicable state taxing authority on your behalf.
Can you help if I haven't filed for several years?
Yes. We can help determine which returns need to be prepared and develop a process for bringing filings current.
Can penalties be removed?
Penalty relief may be available depending on the type of penalty, compliance history, facts, and applicable rules. Approval is determined by the taxing authority.

This material is provided for general information only and does not constitute accounting, tax or legal advice. It does not take account of your particular circumstances. Contact the firm before acting on anything you read here.

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Don't Navigate a Tax Notice Alone

Let us help you understand the issue and determine the next steps.

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