Tax Notice Help
IRS and state tax notice review and response
A tax notice is a starting point, not a complete diagnosis. We review the letter, filing history, deadlines, and supporting records before recommending the next response.
Who We Help
A good fit for
Notice work is separate because it may involve a personal return, a business account, or a filing that was never submitted.
- Taxpayers who received an IRS CP notice or adjustment letter
- Individuals or businesses dealing with FTB or EDD correspondence
- Refund holds, identity-verification requests, or processing issues
- Cases that may require an amended return or written explanation
Initial Review
Understand what the agency is asking
The first step is to match the notice to the return, account history, and deadline.
- Review the full notice, tax year, response date, and proposed adjustment
- Compare the notice with filed returns and available records
- Identify missing facts, documents, or authorization needs
- Define whether the engagement covers advice, a response, an amendment, or follow-up
Response Work
Prepare a structured response
The scope is based on the issue and agency rather than a generic notice package.
- IRS CP notice and tax-adjustment response support
- FTB, EDD, and other state-agency correspondence
- Refund and identity-verification issue coordination
- Form 1040-X, Form 843, or other correction filings when specifically included
Boundaries
Clear scope and realistic expectations
Agency timing and outcomes are outside the firm’s control, so the written engagement identifies the work included and any follow-up limits.
- No guarantee of penalty abatement, refund timing, or agency acceptance
- Additional tax years or notices may require a revised scope
- Collection, audit, or litigation matters are evaluated separately
- Sensitive documents are exchanged only after a secure portal is provided
Quoting
What affects the quote
Notice-response fees depend on the agency, deadline, number of tax years, record condition, amount of reconciliation required, and whether an amended return or continued representation is included.
Our Process
How the engagement starts
Submit the public inquiry form with the service, tax years, states, and any known deadline.
We identify the filings and information needed to prepare a written quote.
After engagement, you receive secure portal access for tax and identity documents.
We prepare the agreed work, review key items with you, and provide filing instructions.
Next Step
Start with a short case summary
The public form asks only for the service, tax years, states, and any known deadline. Sensitive documents are collected through the secure portal after engagement.