A letter from the IRS or a state tax agency has a deadline, and your answer matters. Tax representation means a qualified professional speaks for you, reviews the agency’s position against your records, and responds on time. CPAs can represent taxpayers before the IRS on any tax matter.
You authorize us to represent you by signing IRS Form 2848, Power of Attorney and Declaration of Representative. States have their own forms. Once it is on file, we can speak with the agency, receive copies of notices, request records and respond on your behalf.
Many matters are handled entirely in writing. Where a meeting or call is needed, we attend for you or with you. You stay informed and approve the key decisions.
A CP2000 notice proposes changes because income reported to the IRS by third parties does not match your return. It is not a bill yet. You can agree, partly agree or disagree with support. Many CP2000 issues come from basis missing on brokerage forms or income reported twice.
Examinations range from a letter asking for a few documents to a field audit at your business. Preparation shapes the outcome: clear records, a clear explanation and a focused response. If the result is wrong, you may be able to take your case to the IRS Independent Office of Appeals.
We also represent clients before the Virginia Department of Taxation, the Comptroller of Maryland, the DC Office of Tax and Revenue and the New York State Department of Taxation and Finance. Residency, sourcing of income and business taxes are common issues for people and companies working across these jurisdictions.
We read the notice and confirm the deadline and the issue.
You sign Form 2848 or the state equivalent.
We gather records, analyze the issue and draft the response.
We submit the response and handle contact with the agency.
We review the result with you and discuss appeal or payment options if needed.
We read the numbers behind the notice, not just the notice itself. That helps us see where the agency is right, where it is wrong, and where better records can change the outcome. We explain your options honestly and do not promise any particular outcome.
If you owe a balance after the matter is decided, our tax resolution services can help you consider payment options.
You can, but it helps to understand the issue and your records before you speak with anyone. A call can lead to commitments or statements that are hard to undo. Whatever you do, do not miss the response deadline in the notice. If you are not sure what the notice means, a short consultation can clarify your options before you respond.
It proposes changes to your return because income reported by employers, banks or brokers does not match what you reported. It is not an audit and not yet a bill. You can agree, partly agree or disagree with documentation. Many CP2000s come from missing cost basis on investment sales or income counted twice, and a well-supported response can reduce or remove the proposed tax.
With a valid Form 2848 power of attorney, we can usually attend for you and handle communication with the examiner. In some cases the IRS may ask to speak with you directly, and we will prepare you and be there with you. Most clients prefer not to deal with the agency at all, which is exactly what representation is for.
A simple notice response may be resolved within a few months, though IRS processing times vary. Examinations take longer, especially if documents need to be reconstructed or the case goes to appeals. Responding completely and on time is the best way to avoid delays, and we keep you updated at each step.
Yes. We can request your IRS transcripts to see what the IRS has on file for prior years, including income reported to it and any balances or notices. That gives us a clear picture before responding, and it helps catch problems in other years before they turn into new letters.
Book a 30-minute consultation and bring the notice. We will explain what it means and your options for responding.
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