SERVICES
A tax notice does not always mean the amount shown is correct, but deadlines matter. We review the notice, identify the records or authority involved, explain the available response, and define the scope before contacting the agency.
Request a Notice ReviewBEFORE YOU REQUEST A CALL
For an initial scope review, identify the agency, notice or letter number, tax form and period, printed response date, amount or issue shown, prior responses, and whether the related return was filed. Do not send the notice or sensitive records through the public form; secure exchange is arranged after the next step is confirmed.
COMMON QUESTIONS
Start with the complete notice, including every page and enclosure, the response deadline, and a brief description of the related return or payment. Sensitive documents should be uploaded only through the secure workflow provided after scope review.
Only if representation is accepted, the written scope includes agency contact, and any required authorization is completed. Some engagements are limited to notice review or written-response assistance.
After engagement setup, use the secure client portal and the upload instructions provided by Tavella CPA Group. Do not send Social Security numbers, tax returns, bank information, or other sensitive documents through the public contact form or ordinary email.
Yes. Organizers, secure document uploads, messages, electronic signatures, invoices, and final documents can be handled online through the appropriate secure workflow.
Timing depends on the service, complexity, completeness of the information provided, filing deadline, and current availability. Expected timing is discussed when the scope is confirmed; submitting a consultation request does not reserve a filing deadline.
Tavella CPA Group will identify the missing items and explain what is needed next. Preparation or filing may need to pause until the required information is received, and any deadline or extension options will be discussed based on the circumstances.
Only when representation is expressly included in the written engagement. Audit, examination, and notice-response work are otherwise reviewed and scoped separately.
PLAIN-ENGLISH TAX GUIDES
Use these source-backed guides to prepare for a conversation about this service. The guides provide general information, not advice for a specific situation.
WHO THIS SERVICE HELPS
Start with the client guide that best matches how you earn income, own assets, or operate your business.
USEFUL NEXT STEPS
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READY TO DISCUSS THE SCOPE?
