A tax notice arrived and your records are a mess

What we do and don't do

We reconstruct and reconcile your books for the periods in question and produce reports and supporting schedules. We do not represent you before the IRS or the State, give tax advice or write the response. That belongs to a licensed tax professional.

Working with your representative

Tell us what your CPA or attorney needs and by when. We can organize records by period, tie income to deposits, and list gaps, so the representative isn't spending professional-rate hours on clerical work.

Don't wait

Notices carry deadlines, and ignoring them usually makes things worse. Contact a tax professional first, then us.

Read the notice first

Notices show a response date and the tax year in question. Do not ignore the date. Contact the agency, or your tax professional, before it passes. Many notices ask for records, an explanation or a payment, and some can be resolved with a short reply.

Who can represent you

Only people authorised to represent taxpayers, such as a CPA, enrolled agent or attorney, can speak to the IRS for you with a power of attorney. A bookkeeper is not one of them. We prepare the records, a transaction listing and a short summary, and your representative uses them.

What we typically assemble

Bank and card statements for the year, a ledger that ties to them, support for the items the notice questions, and a list of anything missing. We mark clearly which numbers are reconciled and which are estimates, so your representative is not surprised.

Related

• Years behind on books
• Payroll records out of sync
• Sales tax records
• Bookkeeping guides
• Tax deadline calendar

General information, not legal or tax advice. Rules change; confirm with the agency, lender or your professional. Updated October 2026.