IRS / State Correspondence Notice Support
Client-submission packages for ordinary, non-examination IRS and state correspondence only after separate written acceptance.
Quick Answer
- Only after separate written acceptance, Monaco CPA may review an ordinary, non-examination correspondence matter and prepare a client-submission package. It does not include examination, appeal, collection, OIC, VDP, willfulness, or tax-controversy representation.
- 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 require an independent tax-controversy specialist.
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 but does not handle examinations, appeals, collections, OIC, VDP, willfulness, or other controversy matters.
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 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: Monaco CPA does not represent clients in examinations, appeals, collections, OIC, VDP, or willfulness matters, and does not provide financial-statement audit, review, compilation, or other attest services.
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.
Get StartedView PricingWhat'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 referral boundary 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
What's Referred Out
- Collection and installment-agreement matters - referred to an independent specialist
- Audit-reconsideration and examination matters - referred to an independent specialist
- Appeals, OIC, VDP, willfulness, and other controversy matters - 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
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 referred to an independent specialist.
- 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 requiring an independent specialist.
- 3
Response Preparation
I prepare the client-submission correspondence package and supporting schedule identified in the separately accepted written scope.
- 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?
What is a CP2000 letter?
Which IRS or state matters are outside this service?
Can you help with penalties from late filing or late payment?
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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.
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.