IRS notices & representation
An IRS notice is a process, not a verdict.
Most notices are routine: a mismatch, a question, a balance to verify. Each has a defined response path and a deadline that leaves time to do this properly. TFS handles notices as a structured engagement — reviewed against your actual IRS record, answered once, answered right.
Please don’t upload, email, or paste your notice through this website. If we engage, your notice moves through the secure client portal — that protects you.
The process
Read. Verify. Respond. Resolve.
The resolution path is visible and finite — four steps, on a defined sequence.
Read it properly
Notice type, tax year, and deadline — what the IRS is actually asserting, in plain terms.
Verify the record
With your authorization, we pull your IRS transcripts and check the assertion against the record.
Respond once, correctly
A complete, documented response — agreement, correction, or dispute — filed inside the deadline.
Resolve and close
Follow through until the item is closed, with representation before the IRS where needed.
Deadlines cited are the notice’s own; TFS does not promise IRS processing timeframes. “Respond once, correctly” is why a documented response beats a rushed DIY reply.
The two services
Named line items, locked prices.
Scope discipline applied to a crisis — you know exactly what you’re engaging, and what it costs.
Notice handling
Review of the notice against your IRS record, a documented response, and follow-through to closure for a standard notice. A defined engagement with a defined deliverable — agreed in advance.
IRS representation
For matters beyond a standard response — examinations, extended correspondence, or direct dealings with the IRS on your behalf — Joel Lee represents you under his EA credential, billed hourly with scope set in the engagement letter.
Both are exception services — engaged when the need arises, never bundled into a package. Final scope and pricing are set in your engagement letter. For active clients, notice handling coordinates with your existing package cadence.
Why an EA matters
Who may stand between you and the IRS.
An Enrolled Agent is federally licensed with full practice rights before the IRS — authorized to represent any taxpayer, on any tax matter, before any IRS office. Joel Lee holds both the CPA license and the EA credential: the judgment to prepare the response, and the standing to argue it. With your signed authorization, TFS can also pull your IRS transcripts directly — so responses are built on the government’s own record, not guesswork.
Next step
Bring us the situation — not the documents, yet.
Tell us what arrived and when. We’ll explain the path, quote the engagement, and — once engaged — collect the notice through the secure portal and take it from there.
Do not submit SSNs, EINs, tax returns, notices, or other sensitive tax information through public website forms. Information on this website is educational only and is not tax or legal advice; no CPA-client relationship is created until an engagement letter is signed.