When an IRS notice needs a clear, professional response.
Fintaxe reviews the issue, explains what the notice is asking for, develops the response plan, and—when the engagement and authorization permit—communicates with the IRS on the taxpayer's behalf.
Understand the notice before deciding how to respond.
A notice may involve missing information, a mismatch, a proposed adjustment, a balance, a filing issue, or an examination. The appropriate response depends on the notice, the underlying return, the records, and the deadline.
Potential areas of support
- Review of the notice and response deadline
- Comparison with the filed return and available records
- Explanation of the issue and proposed IRS action
- Identification of documents or analysis needed
- Preparation of an agreed written response
- CPA representation before the IRS when authorized
- Coordination of follow-up correspondence within scope
- Identification of related return or recordkeeping issues
A response built around the actual notice.
Representation scope is confirmed after initial review. Some matters may require a tax attorney or another specialist and will be referred when appropriate.
Notice assessment
Review of the IRS correspondence, relevant return, stated adjustment or request, available records, and procedural deadline.
Response strategy
Explanation of reasonable response options, missing facts, documentation needs, and practical next steps.
Written response
Preparation of the agreed correspondence and supporting package addressing the issue within the accepted scope.
Authorized communication
Communication with the IRS when a representation engagement and appropriate authorization are in place.
Follow-up tracking
Monitoring and review of accepted follow-up correspondence or IRS responses during the engagement.
Forward recommendations
Identification of return, payment, documentation, or recordkeeping issues that should be addressed after the immediate matter.
Move from notice to documented response.
Do not wait for the deadline to begin gathering the return and records behind the issue.
Initial notice details
Provide the notice type, tax year, response date, taxpayer type, and a non-sensitive summary through the public inquiry.
Secure review and scope
After fit is established, provide the notice and records through the client workflow so the matter and engagement can be defined.
Respond and follow through
Complete the agreed analysis and response, communicate as authorized, and track follow-up within the engagement scope.
Address the return and records behind the notice.
Have an IRS response date approaching?
Share the notice type, tax year, response deadline, and a brief non-sensitive summary. Do not send the notice through the public form.