IRS notices and letters
Review proposed balances, missing-return notices, income matching issues, requests for information, and other federal correspondence.
IRS representation & resolution
A notice is the beginning of the analysis — not the conclusion.
TaxFM reviews the record, explains the procedural position, and represents eligible taxpayers before the IRS when professional involvement is appropriate.
Matters we handle
From one confusing letter to a multi-year federal tax problem.
The first task is to identify what the IRS has done, what it is asking for, and which rights or deadlines are still available.
Penalties and interest
Confirm how an assessment arose and evaluate available penalty-relief procedures. Interest generally follows the underlying tax and penalty rules.
Examinations and audits
Organize the issues, records, substantiation, and communication needed for an IRS examination or correspondence audit.
Tax debt and collections
Review balances, filing compliance, collection notices, liens or levy risk, and the financial facts relevant to resolution options.
Installment agreements
Evaluate payment-plan eligibility, payment terms, required financial disclosure, and the effect of future filing and payment compliance.
Penalty abatement
Consider First Time Abate, reasonable cause, statutory exceptions, or correction of an IRS error when supported by the facts.
IRS transcripts
Obtain and interpret available account, return, wage and income, and other transcripts needed to reconstruct the filing and assessment history.
Unfiled or incorrect returns
Identify missing filings or material return errors that may need to be addressed before or alongside collection resolution.
How the case is evaluated
Resolution starts with the record, not a sales promise.
Deadline and notice review
Identify the agency, tax period, notice number, response date, and immediate risk.
Transcript and return analysis
Reconcile IRS records with filed returns, payments, source documents, and prior correspondence.
Available paths
Compare correction, documentation, appeal, payment, penalty-relief, or collection alternatives that are actually supported.
Representation plan
Define the work, authority, client responsibilities, expected stages, and fee before substantive representation begins.
Getting started
Send the complete notice before explaining it from memory.
1. Preserve the record
Save every page of the notice and the envelope. Do not alter or write on the only copy.
2. Gather related documents
Include the relevant return, prior letters, proof of filing or payment, and records connected to the issue.
3. Submit a short chronology
List what was filed, what was paid, prior calls or responses, and any approaching deadline.
4. Complete the engagement
After scope and fee approval, sign the engagement documents and any required IRS authorization.
How fees work
The fee follows the work the case actually requires.
A free introductory call is used to determine fit and urgency; it is not a document review or resolution strategy session. When substantive analysis is needed, a 60-minute tax consultation is $125.
Defined scope
Representation is quoted after the notice, deadlines, filing history, and likely stages are reviewed.
Written terms
The engagement letter identifies included work, client responsibilities, payment terms, and work outside the quoted scope.
Separate costs
Tax preparation, bookkeeping correction, government fees, postage, third-party reports, or expanded proceedings may be billed separately when needed.
Focused IRS notice intake
Start with the notice, tax period, and response deadline.
This form is specifically for an IRS or state tax notice already received. It helps identify urgency and preliminary scope, but it does not replace secure document upload or establish an engagement.
Do not lose the deadline
Let us identify the next defensible step.
Book an introductory call for a new IRS matter or send the notice through the contact form for an initial scope review.
General information for the 2026 tax year, not advice about your situation. Rules, amounts and dates are current as of the date of publication and can change. What applies to your return depends on facts we would go through together.