Notice triage
Identify the tax period, issue, deadline, response channel and immediate risk.
Account reconstruction
Compare notices, returns, payment history and available transcripts to isolate discrepancies.
Response strategy
Organize facts, documentation and the appropriate administrative response or referral path.
Penalty review
Screen applicable relief standards and supporting facts; no waiver is guaranteed.
Payment alternatives
Evaluate installment and collection alternatives based on eligibility and financial information.
Compliance restoration
Bring missing returns, estimates and records current so future problems do not compound.
Do not ignore a tax notice.
Bring every page of the notice and the stated response date to your consultation.