Use the right scope for the situation
Fees depend on the years, records and notice stage. Filing preparation, reconstruction and representation are separately scoped; penalty relief is not guaranteed.
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Two illustrative situations
Hypothetical examples, not client stories or advice for your circumstances.
Late filing discovered without a notice
A hypothetical owner finds two missed years while changing accountants. The first task is a year-by-year filing and evidence timeline, not a promise of penalty cancellation.
Notice after an attempted filing
A hypothetical owner has a penalty notice and fax confirmation. The reviewer compares the exact forms, period and delivery evidence with the notice before selecting a response.
Records for a useful review
- Complete notice and envelope, with response date
- Prior filed packages and delivery confirmations
- Year-by-year ownership and transaction records
- Contemporaneous correspondence supporting the compliance history
Start with a brief description. Do not send tax IDs, passwords or financial documents through the public inquiry form.
What an engagement can deliver
A filing-history reconciliation, response-deadline plan and evidence checklist; return preparation, reasonable-cause analysis and representation are explicitly scoped.
What drives the fee?
Notice stage, response deadline, number of years, completeness of evidence and whether representation is required. We provide a written scope and fee before work begins. A fit call is not a completed tax review.
Questions business owners ask
Should I wait for an IRS notice?
Do not use waiting as a compliance strategy. Establish what is missing and obtain a scoped review promptly.
Does filing now cancel an assessed penalty?
No. Correcting a return and resolving a penalty assessment are separate matters.
Is reasonable-cause relief guaranteed?
No. The facts, documentation and applicable procedure control; a generic letter is not a guarantee.
Can I use the ordinary first-time abatement rule?
Do not assume it applies to an international information-return penalty. Review the specific penalty and available relief procedure.
What deadline should I use?
Use the actual notice and applicable procedure. Do not infer a response deadline from the date you first read this guide.
What if several years are missing?
Build a separate filing history and transaction schedule for each year, including extensions and prior submissions.
Can I upload my full notice in this public checklist?
No. The inquiry only needs a brief description and deadline. Do not enter SSNs, account numbers or taxpayer documents; arrange secure document exchange after contact.