IRS / State Tax Notices

We help individuals and businesses review IRS and state tax letters and notices, understand what they mean, and determine the next steps. If you received a notice about a balance due, missing return, proposed change, penalty, or request for information, timely review is important.

Who We Help

We help a wide range of clients, including:

  • Individuals who received IRS letters
  • Taxpayers who received state tax notices
  • Small business owners with tax notice questions
  • Clients with balance due notices
  • Taxpayers with penalty or interest notices
  • Businesses with payroll tax notices
  • Businesses with sales tax or franchise tax notices
  • Clients with prior-year filing issues
  • Individuals or businesses who are unsure how to respond to a notice

What We Can Help With

Our tax notice support services may include:

  • Reviewing IRS letters and notices
  • Reviewing state tax letters and notices
  • Explaining what a notice means
  • Helping identify response deadlines
  • Helping determine what documents may be needed
  • Assisting with notices related to missing returns
  • Assisting with notices related to balances due
  • Assisting with notices related to penalties or interest
  • Helping organize records related to the notice
  • Supporting next-step planning based on the notice received

Common Tax Notice Situations

We can help with many common tax notice situations, such as:

  • A notice showing a balance due
  • A letter about a missing tax return
  • An IRS notice proposing changes to a return
  • A request for additional information
  • A penalty notice
  • A state tax notice related to income tax, sales tax, payroll tax, or franchise tax
  • A business notice related to filing requirements
  • A client who is unsure whether the notice requires a response

What Documents You May Need

The documents needed for tax notice support may vary, but commonly include:

  • A copy of the IRS or state notice received
  • Prior-year tax returns, if relevant
  • The tax return related to the notice, if available
  • Supporting tax documents such as W-2s, 1099s, 1098s, or business records
  • Payment records, if applicable
  • Any prior correspondence with the IRS or state agency
  • Business bookkeeping or payroll records, if the notice relates to a business matter
  • Any deadlines or response instructions included in the notice

Need Help With an IRS or State Tax Notice?

 

Contact us to discuss the letter or notice you received. We are happy to help review the notice, explain what it may mean, and help you determine the next steps.