Substitute for Return Assessments: Reconstructing Missing Tax Information
A practical guide to substitute for return assessments, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
IRS Representation & Resolution
Find guidance on IRS notices, tax transcripts, audits, payment arrangements, liens, levies, penalty relief and missing returns. Start with the type of notice or issue, then follow the relevant procedural guide. Preserve the actual response deadline and distinguish gathering documents, requesting relief and authorizing representation; one step does not automatically complete the others. How the firm handles notices, audits and collection matters is described on the IRS representation page.
IRS Appeals and Dispute Resolution: Building an Evidence-Based Case
A practical guide to IRS appeals and dispute resolution, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
How a CPA Prepares You for an IRS Audit Interview
A practical guide to IRS audit interview preparation, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
First-Time Penalty Abatement and AEP: Account History and Eligibility
Check first-time penalty abatement eligibility using the penalty type, filing/payment compliance, and prior three-year account history.
IRS Notice of Intent to Levy: Understanding the Response Window
A practical guide to IRS notice of intent to levy, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
IRS Installment Agreements: Payment Plan Options and Records
A practical guide to IRS installment agreements, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
How to Obtain and Use IRS Tax Transcripts
A practical guide to IRS tax transcripts, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
How to Manage and Resolve IRS Tax Debt
A practical guide to IRS tax debt resolution, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Federal Tax Liens vs. Levies: Understanding the Difference
A practical guide to federal tax liens vs. levies, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Currently Not Collectible Status: When Temporary Relief May Apply
A practical guide to currently not collectible status, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Field Audits for Small Businesses: Records and Interview Preparation
A practical guide to field audits for small businesses, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Collection Due Process Hearings: Documents That Support Your Position
A practical guide to collection due process hearings, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Business Tax Audit Records Checklist: How to Protect Your Position
A practical guide to business tax audit records, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Audit Reconsideration: Reopening an Assessment With New Evidence
A practical guide to IRS audit reconsideration, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.