Tax Representation

What this service is

Tax representation means having a qualified professional communicate with a tax authority for you, after you have signed a written engagement and any required authorization forms. It is not something a website visit or a form submission can create.

People often look into representation after receiving a notice, a balance due letter, or a request for information. The right next step depends on what the notice says, which tax years are involved, and what documents are available.

When it may be relevant

• You received a notice and are not sure what it is asking for or by when.
• A balance is unpaid and you want to understand the options for resolving it.
• An examination, information request or collection letter needs a documented response.
• You would like one point of contact for correspondence about a tax matter.

What can affect eligibility or suitability

• The type of notice, its response date and the tax years it covers.
• Whether returns are filed and whether the account records are complete.
• Which professionals are authorized to represent clients for the specific matter.
• Your ability to provide accurate documents and respond to follow-up questions.

What the process looks like

1. 1

   Initial conversation

   We discuss the notice or balance, what you have received, and what you hope to understand.

2. 2

   Scope and engagement

   If it makes sense to proceed, the proposed scope, fees and responsibilities are put in a separate written engagement.

3. 3

   Authorization

   Any forms that permit communication with a tax authority are completed only after engagement.

4. 4

   Ongoing handling

   Correspondence is reviewed and next steps are explained in plain language as the matter develops.

Questions about tax representation