CPA-led tax preparation
IRS & State Notice Support
Review and response assistance for qualifying federal and state tax notices.
Discuss Your FilingWhat the engagement may include
✓ IRS correspondence review
✓ FTB notice review
✓ Information matching issues
✓ Filing status questions
✓ Penalty notice review
✓ Response package preparation
A disciplined filing process
We 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.