Notices and audits
IRS representation
Notices, audit support, back taxes and collection matters, handled so that you are not the one working out what the letter means.
What you get
- Notices answered on your behalf
- Audit support from start to finish
- Installment agreements set up
- Penalty abatement requested where it applies
The MyCleverCPA team
- 25+ years in regulated finance, compliance and audit
- Tax work led by a CPA. Jillian Sinel holds the CPA and the CAA
- Three New York offices, or work with us fully remote
Overview
Someone licensed to deal with the IRS for you
Most IRS and New York State notices are routine and many are simply wrong. The problem is that they do not read that way, and the deadline on them is real whether or not the underlying position is.
The first step is almost always the same: work out what the agency actually thinks happened, which is usually narrower than the letter suggests.
Do not ignore it and do not pay it immediately. The deadline matters and the amount frequently does not survive scrutiny. Send it over and we will tell you which of the two it is.
Formal representation before the IRS requires a credentialed representative, and that scope is confirmed case by case. Where a matter needs representation we are clear about who is carrying it before any work starts.
Scope
What is included in irs representation
Work is scoped to what you actually need. In most engagements it covers:
Notices
- IRS notices read and answered
- New York State and New York City notices
- Response deadlines tracked so none lapse
Audits
- Documentation assembled and presented
- Correspondence and in-person examinations
- Appeals where the result is wrong
Balances owed
- Installment agreements
- Penalty abatement requests
- Back taxes and collection matters
Getting current
- Prior-year and delinquent returns
- Amended returns to correct earlier positions
- Record reconstruction where documentation is thin
What this covers
- IRS and New York State notice response
- Audit support and documentation
- Tax debt and collection matters
- Payment plans and installment agreements
- Penalty abatement requests
- Prior-year and delinquent return filing
- Amended returns to correct earlier positions
- Record reconstruction where documentation is thin
Problems we fix
What usually brings people to this work
These cost money quietly, and they get more expensive the longer they sit.
A letter you cannot read
Most notices are routine. A few are not, and telling them apart is the whole job.
A deadline on the page
Response windows are short, and missing one removes options you had the week before.
More owed than you can pay
There are structured answers to this. Ignoring it is not one of them.
Returns never filed
The IRS can file one for you, without a single deduction in your favor.
Who it is for
Who uses irs representation
If you recognize yourself in one of these, a short call is usually enough to tell whether this is the right service.
Anyone holding a notice
Federal, New York State or New York City, for a person or a business.
Taxpayers under examination
Correspondence audits and field examinations alike.
People carrying a balance
Back taxes, penalties and interest that need a plan rather than a drawer.
Nonfilers
Several years behind and wanting to get current without making it worse.
How it works
How irs representation runs
Four stages. Most of the value sits in the first two, before anything is filed.
Read the notice properly
What it says, what it is responding to, and what the real deadline is.
Pull the record
Transcripts and filings, so the response is built on what the IRS actually sees.
Respond on your behalf
The written response, the documentation and the follow-up calls.
Resolve and stay current
An agreement, an abatement or a corrected return, and a plan so it does not repeat.
Questions
Frequently asked questions
I got a letter and I am panicking. What now?
Send us the notice before doing anything else. Most are automated matching letters where the agency has seen a form you already reported differently, and they resolve on paper.
I owe more than I can pay. Are there options?
Usually. Installment agreements, and in some cases penalty abatement where there is reasonable cause. What is available depends on the amount, the age of the debt and whether returns are filed, which is why filing first matters even when you cannot pay.
Can you deal with New York State as well as the IRS?
Yes. State notices are common here and the two agencies do not coordinate, so it is normal to be dealing with both at once over the same underlying issue.
Other services
Our other services
01
Tax Preparation and Planning
Individual, business, partnership and multi-state returns, prepared with the planning done before December rather than after.
Tax services02
Bookkeeping and Accounting
General ledgers, reconciliations, payroll and financial statements, kept current enough to make decisions from.
Accounting services03
Trusts and Estates
Fiduciary income tax, gift and estate returns, and the accounting that keeps a trust administration clean.
Trusts and estates04
Nonprofit
Form 990 and the annual reporting that keeps tax-exempt status intact, for boards that would rather be doing the work.
Nonprofit servicesIRS Representation by area
Talk to us about irs representation
Book a time online, or call whichever office is nearest you.
Areas served
Brooklyn, the north Bronx, lower Westchester and the East End, plus remote clients across New York and multiple states.
Phone
(929) 389-1009 Brooklyn
(929) 262-6375 Riverdale
(516) 845-9969 Hamptons
Office hours
Sunday to Friday, 11am to 8pm Eastern.
Closed Saturday.