Tax Problems Don’t Have to Become Bigger Problems
Receiving a notice from the IRS or a state tax agency can be stressful. Whether the issue involves an unexpected tax assessment, a question about a previously filed return, or an examination, it’s important to understand what the notice means and how to respond.
At PIM Tax Services, we assist our existing tax preparation clients with federal and state tax matters, including responding to notices, resolving tax account discrepancies, and representing taxpayers during examinations.
As an IRS Enrolled Agent-led firm, PIM has the professional expertise to help clients navigate tax agency procedures and work toward appropriate resolutions.
Our goal is simple: Help you understand the problem, evaluate your options, and address the issue professionally and efficiently.
How We Can Help
IRS and State Tax Notices
Not every notice means something is wrong with your return. Some involve missing information, payment discrepancies, or adjustments proposed by the tax agency.
We help clients understand what the notice means, determine whether the proposed adjustment is correct, and prepare an appropriate response.
Tax Examinations and Audits
If the IRS or a state tax agency selects your return for examination, professional representation can help you navigate the process.
We assist with document requests, communication with tax authorities, and responding to examination findings.
Tax Account Problems
Tax account discrepancies can arise from misapplied payments, incorrect withholding credits, processing errors, or other administrative issues.
We help clients investigate these problems, communicate with tax authorities, and work toward correcting their accounts.
Payment and Penalty Issues
When taxpayers face unexpected tax balances, penalties, or payment difficulties, understanding the available options is an important first step.
We assist eligible clients with penalty abatement requests, payment arrangements, and other appropriate resolution options.
Representation Services for PIM Clients
PIM provides tax representation and resolution services primarily to clients whose tax returns we prepare. This allows us to work from an established understanding of your tax circumstances and the returns involved.
The level of assistance depends on the nature of the issue and your service agreement. Some services may be included in COMPASS or NAVIGATOR, while other matters may involve additional fees.
Received a notice from the IRS or a state tax agency?
Please upload the complete notice, including all pages, through your secure PIM client portal as soon as possible. Tax notices frequently include response deadlines, so prompt communication is important.
Our team will review the notice, explain the next steps, and determine whether additional representation or resolution services are appropriate.
If your notice has an approaching deadline, please contact our office directly after uploading it.