The agency talks to us. You don’t have to.
An IRS letter is the opening of a process, and it’s a process our CPA and Enrolled Agents work in every season. The Enrolled Agent credential is issued by the IRS itself and is the highest credential the IRS awards. With a power of attorney on file, the calls, deadlines, and correspondence come to the firm. If the issue is unfiled years or a balance you cannot pay, that is collection work and starts differently.
Kevin takes every intake personally, which means only so many happen each week.
From first notice to final resolution.
Notice Response: CP2000, CP504 & Balance-Due Letters
Most notices are narrower than they read. We decode what’s actually being asked, respond with documentation, and keep a small issue from becoming a large one through silence or panic.
Exam & Audit Representation
Correspondence, office, and field examinations handled by licensed representatives: organized records, controlled scope, and you never sitting across the table alone.
Back Taxes & Collection
Unfiled years, installment agreements, penalty abatement, liens, levies, and an honest read on an offer in compromise. That work runs on its own track: see back taxes & collection.
What clients ask about IRS matters.
I just got an IRS notice. What should I do first?
Read the deadline, then don’t ignore it. Don’t call the number in a panic either. Most notices are automated and specific: a mismatch, a proposed change, a balance. Send us a copy through the portal. The response is usually documentation. What turns small notices into large problems is silence.
What does a power of attorney let you actually do?
Form 2848 authorizes us to speak with the IRS on your behalf for the specified matters and years: receive copies of correspondence, get transcripts, respond to the examiner, and negotiate resolution. You stay informed and in control of decisions. You just stop being the one on hold.
Are those ‘settle for pennies on the dollar’ ads real?
The offer-in-compromise program is real; the advertising math usually isn’t. Offers are accepted when the numbers show the IRS genuinely can’t collect more. It is a calculation. When your facts fit, we pursue it. When they don’t, an installment agreement or penalty abatement is usually the honest path, and we’ll tell you which it is.
One firm, one ledger.
Compliance First
Resolution starts with filed returns. Back years prepared in the right order.
Tax Preparation →Records That Survive an Exam
Reconciled books and source documents are what turn an audit into a short conversation.
Bookkeeping →Stop the Repeat
Most notices trace to a structural problem. Planning is how it stops recurring.
Tax Planning →The general document list.
Whatever you have is enough to start.
To get started
The notice itself, any prior correspondence on the same matter, and returns for the years in question. Not sure what you have? Send what’s in the folder, and we’ll sort it.