When the IRS sends a notice, opens an audit, or says you owe, you don't have to face it alone or guess your way through. As federally licensed Enrolled Agents, we can deal with the IRS directly, on your behalf, and tell you plainly where you stand.
Where this helps
A notice with a number you don't recognize. An audit letter. A balance you're not sure is even right. Most owners either ignore it and hope it goes away, or pay whatever it says out of fear. We do neither. We read it, explain it in plain English, and respond correctly and on time, so the letter you dread becomes an item we've handled.
The IRS is a lot less frightening with a team of Certified Tax Representation Consultants and Enrolled Agents in your corner.
What we handle
Federally licensed to stand before the IRS on your behalf.
As Enrolled Agents, we can speak to the IRS for you, handle the correspondence, and carry an audit or notice from the first letter through to resolution.
A clear path through back taxes and penalties.
We look at what you owe, lay out your options, and where the facts support it, request that penalties be reduced or removed. Plus the documentation work that keeps your identity and filings clean.
Start here
Bring the letter, or just the worry. We'll tell you what it means, what your options are, and what it takes to make it go away. No judgment about how it got here, just a clear next step.
New to the alphabet soup? Here's what an Enrolled Agent is and what a CAA does.
Common questions
IRS representation means a licensed tax professional deals with the IRS for you. You sign a power of attorney, IRS Form 2848, and from then on your representative can call the IRS, receive copies of your notices, handle an audit, and negotiate on your behalf. Only three kinds of professionals can represent any taxpayer before the IRS on any matter: Enrolled Agents, CPAs, and attorneys.
An Enrolled Agent is licensed by the IRS itself and works only in tax. A CPA is licensed by a state board and may focus on audits, financial statements, or tax. Both can represent you before the IRS. For a notice, audit, or collection problem, an Enrolled Agent's training and daily work are focused on exactly that. Read more about what an Enrolled Agent is.
Don't ignore it, and don't pay it before you've checked it. Find the notice number in the top or bottom right corner, note the response date, and compare the letter to your records. Many notices, such as a CP2000, give you 30 days to respond. Our recommendation: call us before the response date on the letter, even if you think it might be right, because your appeal rights depend on meeting that date.
A CP14 says the IRS shows a balance due. A CP2000 says income reported to the IRS doesn't match your return, and proposes a change. A CP504 is a notice of intent to levy, so the IRS can take a state tax refund and move toward other collection. An LT11 or Letter 1058 is the final notice before levy, and it gives you 30 days to request a Collection Due Process hearing. The later the notice in that sequence, the fewer options are left, so the earlier we see it, the better.
Usually, yes. Individuals who owe $50,000 or less in combined tax, penalties, and interest can generally get a long-term payment plan without detailed financial statements, and businesses that owe $25,000 or less in payroll taxes can often get a streamlined plan too. Larger balances take a financial statement and more negotiation. Our advice: set up the plan before a final levy notice, since penalties and interest keep adding up until you do.
Often, yes. First-time abatement can remove failure-to-file, failure-to-pay, and failure-to-deposit penalties if you had no significant penalties in the prior three years and your filings are current. If you don't qualify, reasonable cause, such as a serious illness, a disaster, or records you couldn't get, may still work. Interest on the tax itself generally stays, but interest charged on a removed penalty comes off with it.
The IRS generally has 3 years from the date you filed to audit a return, 6 years if income was understated by more than 25%, and no time limit if a return was never filed or was fraudulent. Once a tax is assessed, the IRS generally has 10 years to collect it.
Yes. As a Certified Acceptance Agent, Magaly can review and certify identity documents in our office, so in most cases you don't have to mail an original passport to the IRS. We prepare the Form W-7 application and send it in with your tax return.
Yes. Hablamos español. You can work with our team in English or Spanish.
"Kika and her team rescued our company from accounting misery. No more 'Failure to pay estimated tax' letters from the IRS. She explained the tax laws and corrected the misinformation from our previous accounting service. Sleeping much better now knowing Kika has us covered."
DMNThe next step
Bring it in and we'll tell you exactly where you stand and what to do next. The first consultation is free.
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Small Business Services of San Antonio · 101 Business Center, 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español