Receiving a tax notice or dealing with an outstanding tax matter can be stressful.
We help clients understand the documentation involved and organize information needed for tax-related discussions and consultations.
Services Include
- IRS notice review
- State tax notice review
- Tax account documentation
- Supporting document organization
- Tax correspondence assistance
- Payment arrangement application assistance
- Tax documentation preparation
- Conference preparation
- Tax resolution consultation
Our Approach
- Review the notice or tax-related matter.
- Identify the information and documentation required.
- Organize supporting records.
- Discuss available next steps.
- Coordinate with appropriately authorized tax professionals where representation is required.
We do not guarantee that the IRS or any state tax authority will accept a proposed resolution.