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IRS / State Correspondence Notice Support

Client-submission packages for ordinary, non-examination IRS and state correspondence only after separate written acceptance.

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No commitment Document instructions after acceptance Written response only

Quick Answer

  • Only after separate written acceptance, Monaco CPA may review an ordinary, non-examination correspondence matter and prepare a client-submission package. Examination, appeal, collection, OIC, VDP, willfulness or other tax-controversy representation is not included and is considered case by case under a separate written engagement.
  • The separately accepted scope identifies the notice, records to be reviewed, and client-submission package; it does not create a broader tax-controversy engagement.
  • The client preserves and tracks every agency deadline, submits the package, and monitors agency replies. Monaco CPA does not promise an extension, acceptance, abatement, or other outcome.
  • Any agency contact by Monaco CPA requires a client-authorized power of attorney and remains limited to the accepted ordinary-correspondence scope.
  • Office or field examinations, appeals, collections, OIC, VDP, potential willfulness, and other controversy matters are considered case by case under a separate written engagement and may be referred to an independent tax-controversy specialist.
Overview

After separate written acceptance, Monaco CPA may review an ordinary, non-examination IRS or state correspondence notice and prepare a client-submission package. Monaco CPA may contact the agency under a client-authorized power of attorney ; examinations, appeals, collections, OIC, VDP, willfulness and other controversy matters are considered case by case under a separate written engagement and may be referred to an independent specialist.

An IRS or NJ notice should be reviewed against its stated response date. Monaco CPA considers only ordinary, non-examination correspondence and accepts it only through a separate written scope.

For an accepted ordinary correspondence matter, Monaco CPA prepares only the written client-submission package. Examinations, appeals, collections, OIC, VDP, willfulness, and other controversy matters are considered case by case under a separate written engagement and may be referred to an independent specialist.

Notice work is not included with a return and begins only after separate written acceptance. The client submits and tracks the package; Monaco CPA may contact the agency under a client-authorized power of attorney and does not promise an outcome.

Important: representation in examinations, appeals, collections, OIC, VDP, or willfulness matters is accepted only under a separate written engagement and may be referred to an independent specialist; Monaco CPA does not provide financial-statement audit, review, compilation, or other attest services.

Personal Review

Tell Greg what you need help with

Share the basics through the contact form. Any response, availability, scope, and timing are confirmed only in writing; no call or consultation is promised.

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No commitment Written intake only

What's Included

  • Review and explanation of the specified ordinary, non-examination notice
  • Client-submission response package for an accepted ordinary correspondence notice that is not an examination
  • Client-submission package for an accepted CP2000 automated underreporter matter
  • Written case-by-case decision (separate engagement or referral) for examinations, appeals, collections, OIC, VDP, willfulness, and other controversy matters
  • NJ Division of Taxation ordinary-notice review and client-submission package
  • Documentation gathering and organization
  • Client-submission package for the response identified in the written scope
  • Ordinary penalty-abatement review only when expressly included in writing

Outside This Service Scope

  • Collection and installment-agreement matters - case by case under a separate written engagement, or referred to an independent specialist
  • Audit-reconsideration and examination matters - case by case under a separate written engagement, or referred to an independent specialist
  • Appeals, OIC, VDP, willfulness, and other controversy matters - case by case under a separate written engagement, or referred to an independent specialist

How It Works

The written engagement and intake instructions describe the expected steps from first contact through the accepted work; timing and steps may vary with the agreed scope and client-supplied information.

  1. 1

    Notice Review

    Only after separate written acceptance, I review the specified ordinary, non-examination IRS or state correspondence notice and explain client-submission options. Examination letters and other tax-controversy matters are considered case by case under a separate written engagement and may be referred to an independent specialist.

  2. 2

    Scope Boundary

    I confirm that the matter is ordinary, non-examination correspondence rather than an examination, appeal, collection, OIC, VDP, willfulness, or other controversy matter, which needs its own written engagement or a referral to an independent specialist.

  3. 3

    Response Preparation

    I prepare the client-submission correspondence package and supporting schedule identified in the separately accepted written scope.

  4. 4

    Response Delivery

    I deliver the agreed package for client submission. The client files it and tracks deadlines and agency replies; Monaco CPA may contact the agency under a client-authorized power of attorney and does not promise an outcome.

Frequently Asked Questions

What should I do when I receive an IRS notice?
Read the notice and preserve its response date and documents. Submit the contact form for written intake review; Monaco CPA does not monitor the deadline, promise a call, or accept the matter until a separate written scope is accepted.
What is a CP2000 letter?
A CP2000 is an automated IRS notice proposing changes because income or payment information received from third parties does not match the return. The difference may increase or decrease tax or may make no tax change. For an accepted written scope, I may review the discrepancy and prepare a documented response package for the client to submit.
Which IRS or state matters are outside this service?
Office and field examinations, appeals, collections, OIC, VDP, potential willfulness, and other tax-controversy matters are outside this correspondence service. They are considered case by case under a separate written engagement and may be referred to an independent tax-controversy specialist.
Can you help with penalties from late filing or late payment?
An ordinary penalty-abatement client-submission package may be considered only when expressly included in a separately accepted written correspondence scope. Monaco CPA may contact the agency under a client-authorized power of attorney; eligibility and outcome depend on agency rules and the taxpayer's facts, and controversy matters are considered case by case under a separate written engagement or referred to an independent specialist.

Ready to Get Started?

Greg reviews written contact-form submissions. Any response, availability, scope, price, and timing are confirmed only in writing; submitting the form creates no engagement and promises no call, consultation, or outcome.

Get StartedView Pricing
No commitment Document instructions after acceptance Written response only

Use of this website does not create a CPA-client relationship.

Tax advice disclaimer: This material is for general educational information only and is not legal, tax, or accounting advice for your specific facts. A CPA-client relationship is formed only through a signed engagement letter.