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.
Request 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 and any needed transcripts with appropriate authorization, then recommend the next step. A notice response does not always require an amended return.
We help with the agreed response, review agency updates, and explain any remaining steps. The agency determines the outcome and processing time.
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.
Upload all pages of the notice through the secure portal, including explanation codes and response deadlines. We review what the agency is asking for and identify the next step. Contact us promptly so there is time to review any payment, response, or appeal deadline.
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 explain IRS and FTB payment-plan options and help with the request when appropriate. Approval and continued eligibility depend on the agency’s rules and required filings and payments. Interest and applicable penalties generally continue until the balance is paid.
Other services that may help:
Request a free consultation and we'll walk through your situation and next steps.