Received a Tax Notice?
If you receive a notice from the IRS or a state tax agency, do not ignore it.
Act Promptly
Most notices have deadlines, and timely action is important. Please upload a full copy of the notice through the secure client portal.
Please follow these steps:
- 1
Upload the full notice, including all pages
- 2
Do not send only a screenshot unless requested
- 3
Do not mail a response without professional review
- 4
Contact our office after uploading the notice
- 5
Our office will review and advise on next steps
Already a client? Log in to your portal. New client? Use the Guest option to upload without an account.
Upload Tax NoticeAdvisory Fee Notice
Tax notice support may require a separate review fee or advisory engagement depending on the issue.