Service offering include the following:
1. Review IRS Notice/Return: I will carefully examine the IRS notice or tax return for the specified year to understand the issue at hand thoroughly.
2. Document Collection: I will guide you on the necessary documents needed to address the IRS notice or concern effectively. This might include tax returns, financial statements, correspondence with the IRS, etc.
3. Strategy Development: Based on the review and documentation, I will work together to devise a strategic plan for approaching the IRS. This could involve clarifying misunderstandings, providing additional information, or appealing decisions.
4. Time Management for Response and Follow-Up: I will help the client manage their time efficiently, setting deadlines for gathering documents, crafting responses, and submitting them to the IRS. Additionally, you'll establish a timeline for following up with the IRS on the progress of the case.
5. Client Communication: I will advise you on how to keep track of their case's progress and maintain communication with them at regular intervals to provide updates and gather any additional information needed.
6. Special Pricing Packages: I offer different pricing options based on the level of support the client desires:
- "Done With You": This option involves more hands-on guidance and collaboration throughout the process.
- "Done For You": This option offers a more hands-off approach, where your team takes the lead in managing the IRS communication and paperwork.
7. Limitations: It's important to clarify what your service does not cover:
- No guarantee of IRS response or outcome.
- No tax penalty calculation.
- No tax return preparation.
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