K&K CPAs
Areas of focus / 03
IRS & state tax notices
We begin by identifying what the agency is requesting and which filing it concerns, then compare the complete notice with prior returns and payment records.
When to get in touch
- A tax or penalty notice differs from your records
- An agency requests additional information or explanation
- A notice appears inconsistent with prior submissions or payments
What we review
- Issuing agency, notice number, tax year, and response deadline
- Differences between the notice and supporting records
- The explanation, evidence, and response scope needed
What to prepare
- All pages of the notice and related correspondence
- Relevant returns and submission or payment confirmations
- Records supporting the transaction or item in question
What we work toward
A summary of the issue and immediate priorities, followed by next steps within the agreed engagement.
The scope, deliverables, and fees are defined in the engagement after the available records are reviewed.
Contact
Turn today’s questions
into a next step.
You do not need a perfect explanation. Start with what happened and what you would like to understand.
The scope, deliverables, and fees are defined in the engagement after the available records are reviewed.
Turn today’s questions
into a next step.
You do not need a perfect explanation. Start with what happened and what you would like to understand.