Service 05

IRS notice assistance

A letter from the IRS is worth taking seriously and worth understanding before you respond. We can help you read it, check it and plan the reply.

Contact AD Accounting

What this service covers

IRS notices come in many forms: a question about a return, a proposed change, a balance due or a request for information. Each has its own deadline and response options.

AD Accounting reviews notices, compares them with your records and with IRS transcripts, and prepares responses. Anu Shah is an Enrolled Agent, a federal credential that includes the ability to represent taxpayers before the IRS when properly authorized.

Who it is for

  • Individuals who received a letter or notice from the IRS
  • Business owners with a notice about a business return or payroll filing
  • People who disagree with an IRS adjustment and want help responding
  • Taxpayers with a balance due who want to understand their options

Common situations

A proposed change to your return
The IRS may propose an adjustment based on information it received. We compare the notice with your records to see whether it matches.
A balance due
If a notice shows an amount owed, we help check it and discuss ways it may be resolved.
A request for documents
Some notices ask for supporting information. We help determine what is being asked and prepare a response.
Missing or unfiled returns
Notices about unfiled returns can often be addressed by preparing the missing filings.

How it generally works

  1. Contact us first

    Call or email to describe the situation. We will tell you how to submit the notice and related records.

  2. Read the notice and the deadline

    We identify the type of notice, what the IRS is asking for and any response date printed on it.

  3. Compare with records and transcripts

    We review your records and IRS transcript information to understand what the IRS has and whether it matches.

  4. Prepare a response or pursue a resolution

    We prepare the response and discuss possible resolution options where they apply.

Representation depends on authorization

An Enrolled Agent may represent a taxpayer before the IRS when the taxpayer has signed the proper authorization, such as IRS Form 2848. Whether and how representation is used depends on the tax matter and the taxpayer’s circumstances, and we discuss this with you first.

Possible resolution options

Depending on the facts, options can include correcting the record with documentation, an installment arrangement for a balance, or a request to reduce penalties. Eligibility depends on the situation, and no result can be guaranteed.

Watch the response date

Most notices state a response date. Contact us as early as you can so there is time to review the notice properly.

Common questions

Does an IRS letter always mean I owe tax?

No. Some notices ask questions or request documents, and some contain errors. The notice type and your records determine the next step.

Can you speak to the IRS for me?

An Enrolled Agent can represent a taxpayer before the IRS when authorized, typically by Form 2848. We discuss whether that applies to your matter.

How can I submit my IRS notice documents?

Open our Client Document Center and select Upload Tax Documents. Follow the Dropbox instructions to submit the documents requested for your IRS notice review.

Related services

Questions about irs notice assistance?

Describe your situation by phone or email and we will talk through next steps.

Contact details