Notices and account questions
Review what the notice says, the period it covers and any response date. We help identify the information needed to understand a proposed change, missing filing or balance question and discuss an appropriate response.
Our services
IRS Resolution
Understand the issue, organize the facts and discuss a practical way to respond.
How we can help
IRS Resolution with a clear scope.
An IRS notice or unpaid balance can feel overwhelming when the next step is unclear. We begin by reviewing the notice, the tax periods involved and the available records, then discuss the work and authorizations needed to help address the matter.
Start with the specific issue
Unfiled returns and compliance
Identify outstanding returns and the records needed to prepare them. Understanding the filing history is an important part of assessing the situation and the next steps.
Payment arrangements
Where a balance is due, discuss whether an IRS payment arrangement may be an appropriate option. Available arrangements and terms depend on the taxpayer’s circumstances and the IRS requirements.
Other resolution options
Review whether penalty relief or another available collection alternative may be relevant. An offer in compromise is an option only for qualifying taxpayers after review of their circumstances; it is not an automatic settlement or a promise to pay less.
A focused review, rather than a one-size-fits-all promise
We organize the facts, identify the issue and discuss possible approaches. Any representation or contact with the IRS is subject to the engagement scope and the necessary authorization. The IRS determines eligibility for its programs and the outcome of a request.
What to have ready
- Complete copies of the notices, including the tax periods and response dates
- Prior returns and a list of returns that may still be outstanding
- Payment records and relevant correspondence
- Current financial information if needed to assess a collection alternative
Share documents securely
Use the firm’s TaxDome client portal for private notices, returns and financial records. The website assistant can explain the service but cannot assess your account, calculate a settlement or confirm that a deadline has been extended.
Take the next step promptly
If a notice lists a response date, contact the team promptly and mention that date when requesting an appointment. We can discuss the issue, confirm the service scope and explain what information will be needed. No particular reduction, settlement or penalty outcome is guaranteed.
More ways we can help