Complete IRS Notice Package

Receiving an IRS notice does not always mean that the IRS is correct or that you automatically owe the amount shown in the letter. The difference may come from an incorrectly prepared tax return, missing information, bookkeeping errors, income reported under the wrong category, expenses that were omitted, or records that do not match the information available to the IRS. Before responding, we need to understand what happened and determine whether the notice can be answered with supporting documents or whether the bookkeeping and tax return must first be corrected.

The Complete IRS Notice Package costs $1,500 and is intended for clients who want the entire matter handled as one coordinated project. It includes review of one IRS notice for one tax year and one business entity, up to ten hours of bookkeeping cleanup, preparation of one amended federal tax return when required, and preparation of the final written response to the IRS. We review the letter, compare it with the filed return and available accounting records, identify the source of the discrepancy, correct the records included in the agreed scope, prepare the amended return, and explain the correction in the IRS response.

After purchasing the package, you will receive a link to our tax return intake form. Please complete the entire form and provide your name, telephone number, email address, and a clear explanation of the situation. If you already know that an accountant made an error, a document was omitted, income was reported incorrectly, or the IRS rejected a credit or deduction, include that information. Even a short explanation can save considerable time and help us review the matter in the correct context.

You will also need to upload the complete tax return that may require correction, every page of the IRS notice and all of its attachments, and any tax documents or supporting records connected with the issue. Please do not upload only the first page of the notice. The notice number, tax period, deadline, calculations, instructions, and requested documents may appear on different pages, and we need the complete letter to prepare an accurate response.

After completing the intake form, you will receive a link to our accounting-system access guide. If your records are maintained in QuickBooks, you can provide accountant access. If you use another bookkeeping or accounting program, access may be provided through the method supported by that system. We need to review the existing records, bank reconciliations, account balances, transaction classifications, financial reports, and any entries that may have affected the filed tax return.

Work begins after we receive the $1,500 payment, the completed intake form, the original tax return, the complete IRS notice, the relevant documents, and access to the accounting system. If anything necessary is missing, we will contact you before beginning the full review. The package includes up to ten hours of bookkeeping cleanup. If the accounting records require more time, we will explain what remains to be corrected and obtain your approval before billing for any additional work.

This service includes preparation of the amended federal tax return and written IRS response when those steps are necessary. It does not automatically include additional tax years, additional business entities, state amended returns, multiple IRS notices, audit or Tax Court representation, or direct communication with the IRS. Any work outside the stated package will be discussed and priced separately before it begins.

Not every IRS tax letter requires the complete package. If you only need an IRS notice review and response, bookkeeping cleanup, or an amended tax return, you may purchase those services separately. Visit our IRS Notice and Tax Letter Help page to review the available options and choose the level of assistance that fits your situation.