IRS & State Notices

Decode the letter, confirm the facts, and respond on time—without the panic.

Got a notice? Deadlines are strict. Send it to us so we can confirm what’s needed.

How we help

  • Decode & triage: identify the type of notice, deadlines, and what the agency is asking for.
  • Verify balances: reconcile against your filings and transcripts so you pay only what’s correct.
  • Draft the response: clear letter, supporting schedules, and documents the reviewer expects.
  • Follow-through: track status, handle additional requests, and close out properly.

Common notices

  • Balance due or proposed changes (e.g., CP14/CP2000)
  • Mismatch letters and information return inquiries
  • Late/estimated tax and payment reminders
  • State notices: sales/use tax, withholding, and income tax

What to gather

Letters & returns

  • Copy of the notice (all pages)
  • Filed return and schedules for the year(s) in question
  • Any prior correspondence or payment confirmations

Supporting documents

  • Income statements (W-2, 1099s, brokerage, etc.)
  • Proof of deductions/credits being questioned
  • Bank/credit statements if needed to reconcile amounts
If you’re missing items, send what you have—we’ll prioritize and request the rest.

Our process

1

Assess

Determine notice type, deadlines, and required documents.

2

Verify

Compare notice to your return and transcripts; confirm what’s accurate.

3

Respond

Draft a concise, documented reply and submit on time.

4

Follow up

Track status, handle requests, and confirm resolution in writing.

FAQs

Not always. Amounts can be wrong or based on missing info. We’ll confirm accuracy first—then pay, respond, or appeal as appropriate.

Act now. Options narrow over time, but we can still engage the agency, explain facts, and work toward a fair outcome.

Some do. Responding correctly and on time helps prevent escalation and protects your rights.