Tax Resolution Process
Meet
Get to know you and your tax filing history to achieve financial peace of mind.
Gather
Document gathering of IRS and State notices, prior year tax returns and tax transcripts.
REVIEW
Develop a customized resolution strategy to achieve success.
Present
Present your resolution strategy to achieve financial success.
Implement
Prepare a comprehensive response package that includes tax returns, supporting documents, and response letters to the IRS.
Advise
Ongoing monitoring and advice until resolved and implementation of an annual review and preparation to get you back on track.
Have your received an IRS CP2000 notice?
We will implement a customized resolution strategy with the goal of taking the emotion and fear out of dealing with the IRS by navigating you through to a resolution.
The correct action response to the IRS does not start with ignoring a notice. It starts with calling us so we can evaluate the notice.
The most common form of IRS notice is the CP 2000.
When a tax return’s information doesn’t match data reported to the Internal Revenue Service by employers, banks and other third parties, the IRS will send a letter to the taxpayer. The letter is called an IRS Notice CP 2000, and it gives detailed information about issues the IRS identified and provides steps taxpayers should take to resolve those issues.
The CP2000 notice is not a bill but it does require a response. We will compare and evaluate the proposed changes on the notice to your tax return and tax support documents and develop response package. Many times the notice includes incorrect information and the proposed changes are larger than the actual numbers.
We will navigate and ferry you through to a proper resolution.
