Services
IRS notices and representation
A letter arrived and you would rather not read it twice. Most notices are narrower than they sound and many are simply wrong. A CPA is one of the few professionals who can respond and represent you directly before the IRS.
What this covers
Reading the notice
What it actually says, what it is really asking for, and what happens if nothing is done. Often the answer is smaller than feared.
Responding
A written response with the documentation the notice requires, sent within the deadline that matters.
Representation
With a signed Form 2848, a CPA can speak to the IRS on your behalf. You do not have to make the call yourself.
Penalty relief
First-time abatement and reasonable-cause requests where the facts support them. Penalties are more often removable than people assume.
Payment arrangements
Installment agreements when the balance is real and paying it at once is not possible.
Back filings
Unfiled years prepared and brought current, which is usually the prerequisite to resolving anything else.
Who this is for
- Anyone holding a notice from the IRS or the Arizona Department of Revenue
- Taxpayers with unfiled years who want to get current before it escalates
- Businesses facing payroll tax penalties, which escalate faster than most
- People whose return was prepared by someone who is no longer reachable
What to have ready
- The notice itself, all pages, including the envelope date
- The tax return for the year in question
- Any prior correspondence you have already sent
- Records supporting the item being questioned
- Notes on any phone calls, with dates
Do not worry if some of this is missing. Part of the job is telling you exactly what is still needed.
How it works
Send the notice
Upload the letter and the return it relates to. The first read is quick and tells us what we are dealing with.
A straight answer
You get told whether the notice is correct, what the realistic outcome is, and what it will take to get there.
Authorization
If representation makes sense, you sign Form 2848 and correspondence can be handled directly.
Resolve and close
The response is filed, followed up until it is actually closed, and you get confirmation in writing.
Deadlines on IRS notices are real and some of them are short. If you are holding one, call sooner rather than later, even if you are not sure it is worth a call.
Other services
Tax preparation
Individual returns, Schedule C and E, S-corps and partnerships. Prepared, reviewed and e-filed by a licensed CPA.
Bookkeeping
Monthly close and clean, reconciled records, so filing season is a formality instead of an excavation.
Payroll
Pay runs, quarterly filings, and year-end W-2s and 1099s, with deposits made on schedule.
Arizona TPT
Transaction privilege tax registration and filings, including the city-by-city rates that catch out-of-state help.
Let's find out if we're a fit.
Twenty minutes, no charge. Bring last year's return and your questions, and you'll leave knowing what the work involves and roughly what it costs.