Received an IRS notice? Have unfiled tax returns, a tax balance, or questions about a previously filed return?
Important: Tax preparation is different from representation before the IRS. We only provide services that fall within our professional qualifications and authorization. Matters requiring representation, negotiation, appeals, legal advice, or specialized tax-resolution services may need to be handled by an appropriately authorized tax professional.
Received an IRS Notice?
If you receive a letter or notice from the IRS, don't automatically assume the worst—and don't ignore it.
Start by carefully reviewing:
- The tax year involved
- Type of notice
- Amount shown
- Reason for the notice
- Response deadline
- Information the IRS is requesting
Whether the notice appears related to an unfiled or previously filed return Keep the complete notice, including all pages and attachments.
Do not send sensitive tax information through an ordinary unsecured contact form.
What Should I Do With an IRS Letter?
Keep the original notice and gather the documents related to the tax year involved.
Depending on the situation, useful records may include:
- IRS correspondence
- Previously filed tax return
- W-2 forms
- 1099 forms
- Business records
- Rental-property records
- Payment records
- Prior correspondence
- Other applicable tax documents
The appropriate response depends on what the notice actually says.
Common IRS Tax Problems
Tax problems can arise for many different reasons.
Examples may include:
- Unfiled tax returns
- Missing prior-year returns
- Tax balances
- Missing income
- Incorrect information on a previously filed return
- Missing W-2 or 1099 information
- Corrected tax documents
- Self-employment reporting issues
- Business tax-return issues
- IRS notices
- Other tax-account concerns
Different problems require different solutions.
Unfiled Tax Returns
One of the first issues to address may be missing tax returns.
If you haven't filed for one or several years, we may be able to assist with preparing qualifying prior-year returns.
The process generally starts by identifying the years involved and gathering applicable:
- W-2 forms
- 1099 forms
- Business records
- Rental-property records
- Retirement-income documents
- Dependent information
- Other tax documentation
Learn More About Prior-Year & Back Tax Preparation
Haven't Filed Taxes in Several Years?
If several returns are missing, organize the situation one tax year at a time.
Create a separate group of documents for each year.
For example:
- Year 1 — Income and tax documents
- Year 2 — Income and tax documents
- Year 3 — Income and tax documents
Continue for each applicable year.
Preparing missing returns can help establish a clearer picture of your tax filing situation.
Missing W-2 or 1099 Information
Some prior-year tax problems begin with missing tax documents.
If you no longer have a W-2, 1099, or other information return, gather the records that remain available.
Depending on the circumstances, additional information may potentially be obtained from employers, payers, financial institutions, or applicable tax records.
However, third-party income records may not provide every piece of information necessary to prepare an accurate return.
IRS Transcripts
IRS transcripts can sometimes provide useful information about prior tax years.
Depending on the type of transcript and circumstances, the information may help identify certain income documents or tax-account activity.
However, transcripts should not automatically be treated as a complete replacement for all taxpayer records.
Additional documentation may still be necessary for matters such as:
- Business expenses
- Rental-property expenses
- Property basis
- Asset information
- Dependents
- Certain deductions
- Other information not fully established by transcript data
- Tax Balance Due
A tax return may result in a balance due.
If you owe federal taxes, the appropriate next step depends on factors such as:
- Amount due
- Tax years involved
- Filing status of required returns
- IRS correspondence
- Financial circumstances
- Other applicable factors
Preparing an accurate return and resolving a resulting tax debt are separate services.
We do not promise that a tax balance can be eliminated, reduced, settled for a particular amount, or otherwise resolved without a complete review and the appropriate professional authority.
Tax Return Corrections
Sometimes an IRS issue is related to information on a previously filed return.
Potential issues may involve:
- Missing W-2
- Missing 1099
- Corrected tax form
- Incorrect income
- Certain dependent information
- Business information
- Rental-property information
- Other applicable corrections
An amended return may be appropriate in certain circumstances.
Self-Employed & 1099 Tax Problems
Independent contractors and self-employed taxpayers may face additional recordkeeping challenges.
Potential issues may involve:
- Missing 1099 forms
- Unreported business income
- Incomplete business records
- Several years of unfiled returns
- Multiple income sources
- Business-expense documentation
- Other self-employment matters
We can assist qualifying taxpayers with preparing applicable self-employed and prior-year tax returns.
Small-Business Tax Problems
Business tax issues can be more complex because filing requirements depend on the entity and circumstances.
Potentially affected businesses may include:
- Sole proprietorships
- LLCs
- Partnerships
- S corporations
- Corporations
A business may need assistance preparing a missing return or correcting qualifying return information.
Some business matters may require specialized accounting, payroll, legal, or tax-representation services beyond ordinary tax preparation.
IRS Payment Options
Taxpayers who owe federal taxes may have different payment or collection alternatives depending on their circumstances and current IRS requirements.
Potential options available through the IRS in qualifying situations can include payment arrangements and other collection alternatives.
Eligibility is not automatic.
We do not advertise or promise approval for a particular IRS payment or settlement program unless the service falls within our professional authorization and the taxpayer satisfies the applicable requirements.
Installment Agreements
An IRS installment agreement generally involves paying an eligible tax balance over time under an approved arrangement.
Eligibility, terms, payment amounts, and application requirements depend on the taxpayer's circumstances and IRS rules.
If you are considering an installment agreement, use official IRS information or an appropriately qualified professional to determine the options applicable to your situation.
Offer in Compromise
You may have seen advertisements claiming taxpayers can settle IRS debt for a small percentage of what they owe.
An Offer in Compromise is a legitimate IRS program, but qualification is not automatic.
Eligibility depends on IRS requirements and the taxpayer's financial and tax circumstances.
We do not promise that a taxpayer will qualify for an Offer in Compromise or that the IRS will accept a particular settlement amount.
If Offer in Compromise representation is outside our professional authorization, the matter should be handled by an appropriately authorized tax professional.
Penalties & Penalty Relief
Taxpayers sometimes ask whether IRS penalties can be removed.
Potential penalty relief depends on:
- Type of penalty
- Taxpayer history
- Facts and circumstances
- Applicable IRS requirements
- Supporting documentation
- Other relevant considerations
Penalty removal should never be advertised as guaranteed.
Where specialized representation is required, an appropriately authorized professional should handle the matter.
IRS Collection Matters
Collection matters can involve specialized procedures and deadlines.
If you receive correspondence involving collection activity, read the notice carefully and pay attention to response dates.
Depending on the circumstances, you may need an appropriately authorized tax professional to advise or represent you.
Tax Liens & Levies
Federal tax liens and levies are serious collection matters.
If your situation involves a lien, levy, threatened collection action, or other significant enforcement matter, professional representation may be appropriate.
We do not claim to provide legal services or IRS representation beyond the scope of our actual professional authorization.
IRS Audits & Examinations
An IRS examination can involve requests for documentation and explanations concerning information reported on a return.
If you receive an examination or audit notice:
Identify the tax year
Note the deadline
Preserve your records
Gather supporting documentation
Determine whether professional representation is appropriate
Audit representation is distinct from ordinary tax-return preparation.
We do not advertise audit representation unless the service falls within our professional authorization.
Appeals & Tax Court Matters
IRS appeals and Tax Court proceedings can involve specialized representation and legal considerations.
Clients facing these matters should consider an appropriately qualified and authorized professional.
We do not advertise legal representation unless legally authorized to provide it.
Tax Preparation vs. Tax Resolution
It is important to understand the distinction.
Tax Preparation
Tax preparation may include:
- Preparing current-year returns
- Preparing prior-year returns
- Preparing qualifying amended returns
- Organizing tax information
- Reviewing documents needed to prepare a return
- Tax Resolution
Tax resolution can involve matters such as:
- IRS collection cases
- Negotiating certain payment arrangements
- Offers in Compromise
- Certain penalty-relief requests
- Audit representation
- Appeals
- Levy or lien matters
- Other IRS representation
Some tax-resolution activities may require specific professional authority or credentials.
We only provide services within our applicable professional qualifications and authorization.
When You May Need an Authorized IRS Representative
Depending on the issue, you may benefit from working with a professional authorized to represent taxpayers before the IRS.
This may include certain:
- Enrolled Agents
- Certified Public Accountants
- Attorneys
Other individuals with applicable representation rights under federal rules The appropriate professional depends on the matter and the representation required.
What Documents Should I Bring?
If you have an IRS tax problem, start by gathering applicable:
- IRS Correspondence
- Complete notices
- Letters
- Attachments
- Previous responses
- Other tax-agency correspondence
- Tax Returns
- Previously filed returns
- Prior-year returns
- Amended returns
- Business returns
- Income Documents
- W-2 forms
- 1099 forms
- Retirement-income documents
- Investment-related tax documents
- Other applicable income records
- Business Records
When applicable:
- Income records
- Expense records
- Bank statements
- Accounting records
- Payroll information
- Contractor information
- Asset records
- Payment Information
Keep documentation of applicable tax payments already made.
How Our Tax Problem Review Process Works
Identify the Issue
Tell us whether the concern involves an IRS notice, unfiled return, previously filed return, business return, or another tax matter.
Gather Your Documents
Collect the relevant returns, notices, income records, and supporting documentation.
Review the Tax Preparation Issue
We determine whether the matter involves tax preparation services we provide.
Prepare Applicable Returns
If qualifying prior-year or amended returns are needed and fall within our services, those returns may be prepared.
Determine Whether Additional Representation Is Needed
If the issue requires IRS representation, negotiation, appeals, legal advice, or another specialized service beyond our professional authorization, an appropriately authorized professional may be necessary.
Why Choose a Careful Approach to IRS Tax Problems?
No False Promises
We do not promise to eliminate tax debt or guarantee a particular settlement.
Start With the Facts
Understanding the tax years, returns, documents, and IRS correspondence involved is essential.
Organized Tax Preparation
Unfiled or inaccurate returns may need attention before the broader situation can be understood.
Clear Scope of Service
We distinguish ordinary tax preparation from specialized IRS representation.
Professional Referrals When Appropriate
When a matter requires services beyond our qualifications or authorization, the appropriate course may be to work with a qualified tax professional authorized to handle that matter.
IRS Tax Problem Assistance in Orlando & Central Florida
We provide qualifying tax preparation assistance related to IRS tax problems for clients throughout:
- Orlando
- Kissimmee
- Winter Park
- Winter Garden
- Ocoee
- Apopka
- Altamonte Springs
- Sanford
- Lake Mary
- Clermont
- Davenport
- St. Cloud
- Lake Nona
- Dr. Phillips
- Windermere
- Deltona
- DeLand
- And surrounding Central Florida communities
- Frequently Asked Questions About IRS Tax Problems
Can you help if I haven't filed taxes in several years?
We can assist with qualifying prior-year tax preparation. The years involved and available documentation should first be reviewed.
Can you help if I received an IRS notice?
We can review the notice as it relates to tax preparation services we provide. Matters requiring formal IRS representation may need an appropriately authorized professional.
Can you help correct a return that was already filed?
We provide qualifying amended-return preparation depending on the circumstances.
Can you negotiate my tax debt with the IRS?
IRS representation and negotiation are different from ordinary tax preparation. We only provide representation services if they fall within our actual professional authorization. Otherwise, you should use an appropriately authorized tax professional.
Can you settle my IRS debt for pennies on the dollar?
No legitimate result should be promised in advance. Offer in Compromise eligibility and acceptance depend on IRS requirements and the taxpayer's circumstances.
Can you stop an IRS levy?
Levy matters can require specialized IRS representation. We do not advertise that service unless it falls within our professional authorization.
Do you handle IRS audits?
Tax-return preparation and audit representation are different services. Audit representation should only be advertised when the provider has the appropriate professional authority.
What should I do first if I have an IRS problem?
Gather all IRS correspondence, identify the tax years involved, collect available tax documents, and determine whether there are missing or incorrect returns.
Have an IRS Tax Problem?
The first step is understanding exactly what you're dealing with.
Gather your IRS notices, tax returns, W-2s, 1099s, business records, and other relevant documentation.
We can determine whether your situation involves tax preparation services we provide and whether additional assistance from an appropriately authorized tax professional may be necessary.