CPA-led tax preparation
Review and response assistance for qualifying federal and state tax notices.
Discuss Your FilingWe begin by identifying the return type, relevant tax jurisdictions, filing status, entity information, and supporting records. Preparation is based on information provided by the client and the requirements applicable to the engagement. Additional review or separate advisory work may be recommended when facts extend beyond routine return preparation.
Common questions
Read the notice, note the response deadline, and preserve the full notice and related records. Do not assume the notice is correct or ignore it; the appropriate response depends on the issue and facts.
For qualifying engagements, we can review correspondence and assist with a response. Representation before the IRS is accepted only when the matter, authorization, and professional scope are appropriate.
No. A notice may identify a proposed change, missing information, payment issue, or other matter. The notice and underlying return should be reviewed before deciding how to respond.
These answers are general information, not individualized tax or legal advice. Applicable rules and filing obligations depend on the taxpayer's facts and current law.