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IRS / State Correspondence Notice Support

I review ordinary, non-examination IRS and state notices and prepare a response package for you to submit.

No commitment Document instructions after acceptance Written response only

Who it is for

I handle ordinary, non-examination IRS and state correspondence notices, including a CP2000 mismatch notice and ordinary New Jersey Division of Taxation notices.

Examinations, appeals, collections and other tax-controversy matters are outside this correspondence service; see Outside This Service Scope below.

Want to tell notice types apart? Received an IRS Notice? Here's What NJ Taxpayers Should Do distinguishes CP2000, CP14, CP504, and levy notices.

What you get

The engagement letter names the notice, the records I review and the package you will submit. It covers that notice, not a broader tax-controversy matter.

What to send

Read the notice now, and keep it, its response date and your related documents. To ask about it, choose Ordinary IRS / State Correspondence Notice on the contact form and describe the notice and its response date. Please do not include tax documents or sensitive identifiers in your first message.

What it costs

See the “What affects your quote” box further down.

What happens next

If I can take on the work, I send a written offer: the proposed scope, fee and payment terms, an estimated completion timeline and next steps.

You keep and track every agency deadline, submit the package and watch for the agency's replies. I do not monitor the deadline.

I contact the agency only under a power of attorney you authorize, and only about this ordinary correspondence.

Several business problems at once? Start with a Diagnostic

Overview

I help with ordinary, non-examination IRS and state correspondence notices. This notice work is separate from return preparation and starts only after we agree on its own written scope. I read the notice, explain what it asks for, and prepare a response package for you to submit.

I do 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.

Get StartedView Pricing
No commitment Written intake only

What's Included

  • Review and explanation of the specified ordinary, non-examination notice
  • Response package for you to submit on an ordinary correspondence notice that is not an examination
  • Response package for you to submit on a CP2000 automated underreporter matter
  • NJ Division of Taxation ordinary-notice review and response package for you to submit
  • 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

  • Examination and audit-reconsideration matters, appeals, collection and installment-agreement matters, OIC, VDP, willfulness and other controversy matters: considered case by case under a separate written engagement and may be 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

    I read the notice named in your written scope and explain your options for the response you will submit.

  2. 2

    Scope Boundary

    I confirm the notice is ordinary, non-examination correspondence rather than an examination, appeal, collection, OIC, VDP, willfulness, or other controversy matter.

  3. 3

    Response Preparation

    I prepare the correspondence package and supporting schedule we agreed on, for you to submit.

  4. 4

    Response Delivery

    I deliver the package to you. You submit it and watch for the agency's reply.

What affects your quote

  • The condition of your records
  • The number of accounts and entities involved
  • The tax years or periods covered
  • The states involved

See published starting prices. The engagement letter confirms the scope and price before work starts.

Frequently Asked Questions

What should I do when I receive an IRS notice?
Read the notice and keep its response date and documents. Then tell me about it through the contact form. I do not monitor the deadline, and the work starts only once we agree on it in writing.
What is a CP2000 letter?
A CP2000 is an automated IRS notice that proposes changes because income or payment information reported by third parties does not match the return. The difference may increase tax, decrease it or make no change. I can review the mismatch and prepare a documented response package for you 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?
Only when we agree in writing to include an ordinary penalty-abatement package for you to submit. I may contact the agency under a client-authorized power of attorney. Eligibility and the result depend on agency rules and your facts.

Ready to Get Started?

I read each inquiry myself and do my best to reply within a week. If we work together, the scope, price and timing are agreed in writing before work starts.

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.