For individuals facing audits, unfiled returns, back taxes, penalties, liens, levies, or appeals. We read the notice, identify the deadline, and deal with the agency on your behalf.
A notice from the IRS or a state agency can feel urgent, and it often is. The first job is to understand what it says, what it is asking for, and when you must respond.
We review the notice and the facts, explain the options, and represent you in communications with the agency. Throughout, we help you understand what is being requested, which deadlines matter, and what steps may resolve the issue. Our CPAs and Enrolled Agents are authorized to represent taxpayers before the IRS.
We review what the agency is asking for, gather the records, and speak with the examiner for you.
We explain what the notice says, check whether it is correct, and lay out your options.
We identify the years that must be filed, the order to file them, and how that fits with any collection action already underway.
When you owe more than you can pay at once, we review the payment arrangements the agency offers and which one fits your situation.
Some penalties can be reduced or removed. Our article on penalty relief explains the main routes.
Read more →Collection action has deadlines. We review what the agency has done and which steps are open, including an appeal.
Read it, and write down the date it asks you to respond by. Do not ignore it, because most notices carry deadlines and the options often narrow after the date passes. Gather the records it mentions, and contact us with a copy. You can call or text an office from this page.
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You tell us what you are facing or planning. We listen, ask questions, and tell you whether we are the right fit.
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If we work together, we agree on what we will do, who is responsible for what, and the fee, before the work begins.
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We gather the facts, explain your options in plain terms, and act while your choices are still open.
CPA- and Enrolled Agent-led representation when an IRS or California notice, exam, or collection action is already in motion.
Determine what the agency is requesting, protect the response deadline, and represent the taxpayer through examination or appeal.
Identify the required years, prepare the filings in the proper sequence, quantify the exposure, and coordinate filing with the collection strategy.
Address balances, liens, levies, installment agreements, and other available collection alternatives based on the facts.
Develop reasonable-cause or first-time-abatement requests and pursue appeals where supported.
A large IRS penalty notice arrived. We built the reasonable-cause argument from the facts of that individual file, represented the client through the process, and the penalty was removed. Individual case result. Outcomes vary.
See more results →This page is for individuals. If the notice is in a company name, see business tax representation.
Yes. We identify the years that must be filed, the order to file them, and how that sequence sits next to any collection action already underway.
Call with the notice. Collection action has deadlines. We review what the agency has done and which alternatives the facts support. Outcomes depend on the case.
Usually no. Once you speak on the record, it is harder to walk a statement back. Bring the notice or the affected years. We take the next step from there.
Yes. Individual representation covers IRS and California tax problems, including notices, exams, collections, and appeals.
Call or text us with the notice or affected filing years available. The concierge answers any time.