IRS LETTERS & TRANSCRIPTS
An IRS letter shouldn’t ruin your week.
When you subscribe, I keep an eye on your IRS records every year. If a problem is coming, I want to see it before it shows up in your mailbox. And if a letter does come about a return I prepared, you send it to me and I take it from there, at no extra charge.
HOW IT WORKS
Three things happen once you join.
1. You sign a power of attorney — For yourself and each company, at onboarding. If you already have a preparer or attorney on file with the IRS and want them to stay, give me a copy of their authorization. A new power of attorney replaces the old one unless the copy is attached.
2. I pull your IRS transcripts — When you join and every year after. An unfiled year, a missing payment or an IRS flag shows up to me early.
3. Letters come to me — Snap a photo and send it through the secure portal. Routine IRS and state letters about returns I prepared are answered as part of your fee. Nobody gets a bill for a letter.
WHAT’S COVERED
Included, and what’s quoted on its own.
Included in your subscription:
Your IRS transcripts, pulled when you join and every year
Routine IRS and state letters about returns I prepared
Exams handled by mail on returns I prepared
Its own engagement, quoted before it starts:
Exams at an IRS office, by video or at your business
Balances owed and unfiled years
Returns another preparer filed
Got a letter already?
Thirty minutes, no charge. Tell me what the IRS sent and what you own, and I’ll tell you straight whether I can help.