IRS and/or State Tax Notices – Partial Payment

Tax notices are not as scary as tax exams; many are computer-generated red tape which we can help you satisfy in short order.

Price: $950.00


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Start with a 50-minute consultation, and we will focus on the IRS or state issues raised. If we agree to represent you in a notice, exam, appeal, or tax court petition, we will email you a link to purchase our IRS or state representation service below.

This payment is a partial payment. Expect a balance due when we complete the engagement. Please read Price & Billing Policies for more information.

How it works

If you are an existing client and receive a tax notice, follow up with your assigned CPA. It's paramount to upload all tax notices to our secure file-sharing system on a timely basis.

There's been an increase in computer-generated tax notices (CP 2000) asking for support on many items reported on the tax return. Other times, the IRS may identify unreported income from 1099s and other tax information documents that clients inadvertently didn't provide to their prior accountant or us.

We are here to help. These engagements cover:

  • A detailed review of tax notices and any replies made by you to date.
  • Consideration of all tax notice issues, focusing on the most important ones that drive the outcome.
  • Reply letters.
  • Ongoing discussion with client and IRS and or state.
  • Communication with the IRS or state by phone, fax, and letter (not by email or in-person). The IRS and states rarely use email.

Types of tax notices and exams

  • Tax notices spotting missing income based on matching 1099s, K-1s, and other tax information statements received by the IRS.
  • Computer-generated tax notices were requesting additional information and documentation (these are on the rise).
  • A challenge to qualification for trader tax status (TTS) and use of Section 475 MTM ordinary loss treatment.
  • Applying hobby-loss and or passive-activity-loss rules.
  • States are getting more aggressive on initiating tax notices and exams on issues where they decouple from federal rules or step on IRS toes over issues like trader tax status.