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Headquartered in Long Island, NY, serving clients nationwide.
When you receive a letter from the IRS or state tax department, the wording can feel intimidating — but in most cases, the issue is solvable once the notice is properly explained and responded to.
At Ivy Tax & Business, we help individuals and business owners understand what the IRS needs and guide you through the correct next steps.
Whether it’s a CP2000, CP14, balance-due notice, refund adjustment, missing documents request, or an Offer-in-Compromise (OIC), we provide clear, accurate, and compliant support from start to finish.
We break down the notice in plain language, confirm what the IRS is asking for, and identify deadlines, risks, and required documents.
You’ll receive a simple, organized list of the exact items needed for us to prepare your response correctly.
We prepare a complete, well-structured response package including:
We guide you on the best submission method and track follow-up responses.
If additional IRS letters come in, we help you address them step-by-step.
For qualifying clients, we prepare:
Filing support and follow-through (Please note: OIC outcomes depend heavily on IRS rules and financial qualification.)
We specialize in breaking down complex IRS language into simple, actionable steps.
Every notice is handled with precision — no shortcuts, no guesswork.
When appropriate, we identify underlying issues (bookkeeping gaps, reporting errors, missing forms) so the same notice doesn’t repeat.
We offer 3-tier pricing packages. Pricing varies based on notice type, complexity, and documentation needs.
Clients are responsible for any IRS/OIC filing fees.
We serve clients across all 50 states.
An IRS Notice is an official written communication from the Internal Revenue Service regarding your tax account. It may relate to taxes owed, discrepancies, missing information, penalties, or required actions.
IRS Notices are commonly issued due to unpaid balances, return errors, missing forms, underreported income, IRS adjustments, or verification requests. Receiving a notice does not automatically mean you are being audited.
Some notices are informational, while others require prompt action. Ignoring an IRS Notice can lead to penalties, interest, or enforcement actions.
Review the notice carefully, note the response or payment deadline, and compare it with your tax records. If the notice is unclear or involves potential liability, professional review is recommended. Diagnostic reviews are not free.
Most IRS Notices clearly state a specific due date for response or payment. Deadlines commonly fall within 15 to 30 days, and missing the stated due date may result in penalties, interest, or loss of appeal rights.
Yes. IRS Notices can be issued due to processing delays, mismatched records, or missing documentation. Incorrect notices can often be resolved with proper documentation and timely response.
Common notices include balance-due notices, underreported income notices, penalty assessments, identity verification letters, and audit-related correspondence. Each notice type requires a different response approach.
Some simple notices can be handled independently, but many involve compliance or financial risk. A tax professional can help ensure accurate responses and protect your rights. Diagnostic consultations are not free.
Yes. Unresolved IRS Notices may escalate into audits, tax liens, wage garnishments, or bank levies. Prompt handling helps reduce escalation risk.
Ivy Tax and Business Inc. assists individuals and businesses with reviewing IRS Notices, determining appropriate responses, and communicating with the IRS. Services are available for clients in New York, Long Island, and nationwide. Diagnostic evaluations are not free.
Documents may include tax returns, W-2s, 1099s, prior IRS correspondence, payment records, and supporting financial statements. Required documents depend on the notice type.
Ignoring an IRS Notice can result in additional penalties, accrued interest, loss of appeal rights, and enforced collection actions. Addressing the notice promptly is critical.
Legitimate IRS Notices include an official notice number and IRS contact information. You can verify notices through your IRS online account or with a tax professional.
Generic templates may be available online, but responses must match your specific situation. Using templates without review can increase compliance risk.
Audit-related notices usually allow a response or appeal period. Disputes must be supported with documentation and submitted by the stated deadline.
Some online tools offer general guidance, but they do not replace professional review. Complex notices often require professional handling.
IRS Notice matters are commonly handled by CPA firms and professional tax practices experienced in IRS procedures and compliance.
Document management and accounting software can help track IRS notices and responses. Proper organization supports timely compliance.
Most professional firms use secure client portals for document uploads. Secure submission protects sensitive tax information.
You can monitor your IRS online account or wait for written IRS confirmation. Processing times vary based on notice type and IRS workload.
Whether it’s a single IRS letter or a complex multi-year issue, we make the process manageable and clear.
Contact us today to schedule your consultation.
