An IRS notice or tax filing backlog deserves a clear review of the facts. Howard Terrell CPA Firm PLLC works with Southlake individuals and business owners to identify the tax periods, records, correspondence, and deadlines involved before defining the work.
IRS notices and correspondence
We assist with reviewing notices, comparing the notice with your return and records, and preparing a response within an agreed engagement. Tell us the notice number, tax year, and stated response date when requesting a consultation.
Unfiled returns and accounting records
When returns are missing, we discuss the years involved and the information needed for preparation. Business records may need separate bookkeeping cleanup or reconciliation before returns can be prepared.
Payment arrangements and penalty relief
Services can include reviewing payment arrangement options and supported requests for penalty relief. Available options depend on the facts and the agency’s requirements; outcomes are not guaranteed.
What to bring to your consultation
- The complete notice, including all pages and its response date.
- A list of tax periods and returns involved.
- Recent filed returns and relevant supporting records.
- Prior correspondence or arrangements concerning the same matter.
Start with a brief inquiry
Describe your situation without including Social Security numbers, account numbers, or tax documents in the public inquiry form. We will provide secure delivery instructions and discuss scope and fees before work starts.
Call (469) 941-4367 or email hterrell@htcpafirm.com. Meetings at 1560 E. Southlake Boulevard, Suite 100, Southlake, TX 76092 are by appointment.
Before your irs notice assistance consultation
A short description of the following will help us understand the work you need:
- The notice number and the date shown on the letter
- The tax year and response deadline
- Whether you have already replied or have an existing representative
Keep confidential records in the client portal; the inquiry form is for a brief description of your needs.
Common questions
What should my first message include?
Provide the notice type, tax year and deadline. Do not include your Social Security number or attach the notice to an ordinary inquiry; request secure delivery instructions.
Can the firm review an IRS notice before I reply?
Describe the notice and deadline so the firm can assess availability and the work required. Representation, document review and response preparation must be included in the agreed engagement.
Does contacting the firm change an IRS deadline?
No. An inquiry does not extend a deadline or establish representation. Keep track of the deadline while the firm evaluates the requested engagement.
Request irs notice assistance help →
Tell us your needs and timeline. Services and fees are agreed before work begins.