Client intake

IRS & State Notice Resolution

Send us the details on the notice. Most letters have a response deadline, so we prioritize these.

Your contact information

Full name *

Email *

Phone

State of residence *

How did you hear about us?

The notice

Who sent the notice? *

Notice or letter number

Printed in the top or bottom right corner.

Tax year(s) involved *

Response deadline on the notice

Amount the notice claims is owed

Which return does it relate to? *

Upload the notice (optional)

Upload securely →Encrypted file transfer. Never send returns by email attachment.

Sharing the letter lets us confirm what the agency is asking for and quote the work accurately.

Where things stand

What has happened so far?

I have not responded yetI responded and heard nothing backThere is a payment plan in placeThere is a lien or levyWages or a bank account were garnishedReturns for these years were never filedAnother preparer prepared the return in question

Do you need us to speak with the agency directly?

Representation requires a signed Form 2848.

Describe the situation in your own words *

Nothing is billed and no engagement starts until you approve a written flat fee.

Need a different service?

Individual Tax Preparation Business Tax Preparation Fiduciary Tax Preparation Monthly Accounting & Advisory Tax Planning & Advisory