IRS & State Help
Notices, audits & representation
Help responding to IRS and state notices, audit support, and representation under a power of attorney where appropriate. We review what's actually being asked and respond on your behalf.
Service at a glance
- Service type
- Compliance
- Who it's for
- Anyone facing an IRS or state notice
- Service area
- Nationwide — office in Westlake Village, CA
- Engagement model
- Fixed-scope, no hourly billing — scoped after document review
What's included
What to expect from IRS & State Help
Most IRS and state notices are not the emergency they appear to be — but some require a timely, properly formatted response. We review the notice, determine what's actually being asked, and respond on your behalf. Under a power of attorney we can represent you through audits, collection matters, and appeals.
- Review of every IRS or state notice before you respond — we identify what's actually required
- Written responses drafted and filed on your behalf, on deadline
- Audit representation: correspondence audits, office audits, and field audits
- Installment agreement negotiation and Currently Not Collectible (CNC) status
- Offer in Compromise analysis and submission when circumstances may qualify
- Penalty abatement requests for first-time and reasonable-cause situations
- California FTB, CDTFA, and EDD matters handled — statewide and remotely
Our process
We do not guess.
We do not guess. We review the documents, propose, and implement. Every engagement starts with reviewing the actual documents — prior returns, statements, entity agreements — before we propose anything.
Whether a strategy applies depends on your specific facts, timing, and documentation. We will tell you clearly what we find and what we recommend.
Who it's for
Is this service right for you?
We work with a wide range of clients. This service is particularly relevant if any of the following describes your situation — though whether it applies depends on your specific facts.
You received an IRS or state notice
Most letters are not the emergency they appear to be — but some require a timely, properly formatted response. Review before you respond.
You're facing an audit
Whether correspondence, office, or field audit — professional representation protects your rights and keeps the process from expanding beyond its original scope.
You have unfiled returns or back taxes
The IRS and state agencies have programs for voluntary compliance that are more favorable when you come forward proactively. We evaluate your options first.
Questions
Common questions about IRS & State Help
If you have a question that isn't answered here, a short discovery call is the fastest way to get a straight answer.
Tax preparation documents a year that's already over. Tax advisory is proactive — almost like financial planning for taxes. We meet throughout the year, build projections, and evaluate which strategies may apply, so you understand your position before year-end.
Yes. Our office is in Westlake Village, but we work with clients across the country. Document exchange happens through a secure portal, and meetings are by phone or video.
We do not bill hourly — you should call us when decisions come up, not avoid calls because the clock is running. Engagements are scoped after we review your documents.
Typically your last filed federal and state return, current-year tax forms (W-2/1099/K-1), and — if we're going to be holistic — investment statements so we can see cost basis and inefficiencies. We review the documents first, then propose.
No. We can often identify inefficiencies, but whether a strategy helps depends on your specific facts, timing, and documentation. We use can/may/depends language deliberately, and we'll tell you if there isn't enough value.
Not at all. We respect existing relationships and never try to infringe on them. To be holistic we like to see the full picture — and sometimes we can offer tidbits you can take back to your current advisor.
Related services
Services clients often combine
Many clients use these services together — preparation and advisory, or bookkeeping and payroll — because the results of one depend on the quality of the other.
Tax Preparation
Accurate, defensible federal & state returns
Preparation and e-file of federal and state returns — individual and entity — with correct treatment of complex forms like brokerage statements, K-1s, and real estate. Often coordinated with advisory so the return reflects the plan.
Learn moreTax Advisory
Financial planning for taxes — our flagship
Proactive, year-round tax planning instead of rear-view-mirror filing. We meet on a quarterly cadence, build projections, and evaluate which strategies may apply — so you understand your tax position before the year closes, not after.
Learn moreBookkeeping & Accounting
Clean books that make planning possible
Year-round bookkeeping, entity compliance, and accounting support. Clean, current financials are the foundation of accurate projections and defensible business-owner strategies.
Learn moreGet started
Request a IRS & State Help consultation
Tell us about your situation. We'll follow up within one business day to discuss what we'd review, what we'd propose, and whether it makes sense to work together.
- Free initial discovery conversation
- Document-first — we review before we recommend
- No obligation — we only engage when there's clear value on both sides
Ready to move forward on IRS & State Help?
Book a discovery call. We'll review your documents, tell you what we'd evaluate, and be straightforward about whether there's enough value to work together.