Your question
Describe the filing, reporting, payroll, or planning topic you want to discuss.
Accounting service
IRS Support and Tax Resolution
Case-by-case support organizing IRS notices, resolution requests, missing returns, and the next authorized response.
Sensitive documents belong in the secure SmartVault client portal, not a website form.
What this service can include
An organized path from your records to the next decision
Organize tax notices, prior filings, payment-resolution requests, and communications while confirming the authorized scope for each IRS matter.
Conversation starting points
- Tax-notice response, prior returns, and record organization
- Installment, penalty-abatement, and Offer in Compromise preparation support
- Lien, levy, innocent-spouse, and audit-response workflow review
Final scope, timing, deliverables, and fees depend on the records and service discussed during intake.
Representation availability and scope are confirmed case by case based on the matter, applicable authorization, and professional eligibility.
What to prepare
Bring context, not sensitive documents, to the first inquiry
A short summary helps the team direct your request. Sensitive records can be transferred later through the dedicated client portal.
Your timeline
Share relevant deadlines or the period covered so availability and next steps can be discussed.
Your records
Identify the types of records available, but wait for secure transfer instructions before sending files.
Choose a comfortable next step
Start with a brief inquiry or select an appointment time
No sensitive records are needed for the first conversation.