Notice Support
Help reviewing IRS and California Franchise Tax Board notices, balance-due letters, refund delays, transcripts, payment plans, and amended returns, without making the situation feel scarier than it is.
Book Free ConsultationScope note: If your issue requires representation or legal advice beyond our scope, we will let you know and recommend involving the appropriate licensed professional.
We help clients review IRS and California FTB notices, understand what the agency is asking for, gather supporting records, review account transcripts when needed, and determine the next steps. Depending on the issue, this may include an amended return, payment plan guidance, refund follow-up, or a written response.
Send us the notice and we'll review the situation, deadlines, and what type of support you need.
We explain what's needed, what documents to gather, and how pricing will be determined.
You upload the notice, prior returns, and supporting records through the secure portal.
We review the notice, pull transcripts if needed, and recommend a response: amended return, payment plan, written reply, or refund follow-up.
We help submit the response, monitor for an update, and confirm the account is resolved.
Pricing depends on the type of service, filing complexity, number of income sources, number of states, business activity, bookkeeping condition, payroll needs, and whether prior-year or amended filings are involved. During the consultation, we review your situation and provide clear pricing before work begins.
Send us a copy of the notice (both pages, including any explanation codes). We review what the agency is asking for, check the deadline, and confirm the next step. Many notices look alarming but are routine and resolvable.
We provide support that includes reviewing notices, organizing records, reviewing transcripts, and helping draft written responses where appropriate. If your issue requires representation or legal advice beyond our scope, we will let you know and recommend involving the appropriate licensed professional.
Yes. We review the return, the notice, and account transcripts when needed, and explain what's behind the change. If the agency's adjustment is incorrect, we help draft a response or amended return.
We guide you through IRS and FTB payment-plan options based on the balance owed and your situation, and help you submit the request so the account stays in good standing.
Other services that may help:
Book a free consultation and we'll walk through your situation and next steps.