IRS Notice Help and Representation

Yes. R Tax Services helps taxpayers respond to IRS, Indiana, and Kentucky tax notices, and as Enrolled Agents we can represent you before the IRS on audits, proposed changes, balances due, and collection matters, whether or not we prepared your return. You sign a power of attorney, and we deal with the agency for you.

Want to look up a notice and handle it yourself first? Our free Tax Notice Help lookup explains common IRS, Indiana DOR, and Kentucky DOR notices and what to do next. This page is for when you would rather have an Enrolled Agent take it from here.

Who this is for

You received a letter you do not understand, a balance due notice you cannot pay in full, a proposed change you disagree with, or a final notice that has you worried. Maybe the deadline is close, or you would simply rather not talk to the IRS yourself. Representation is for anyone who wants a licensed professional to handle the response and the conversations that follow.

Why an Enrolled Agent can do this

Enrolled Agents are licensed by the IRS. Under Treasury Department Circular 230, 31 CFR section 10.3(c), an enrolled agent in good standing may practice before the IRS, and the IRS describes that as unlimited practice rights across taxpayers, tax matters, and IRS offices. Read more on our What Is an Enrolled Agent page.

You authorize us with Form 2848, Power of Attorney and Declaration of Representative. Once it is on file, we can review your IRS account information and speak and correspond with the IRS for you on the matters and years it covers. The IRS also sends us copies of your notices if the box on line 2 of the form is checked for us (it allows up to two representatives to receive copies).

What we handle

Notices proposing changes

A CP2000 means the income or payment information the IRS received does not match your return. It is not a bill, but it needs a reply by the date shown. We compare the notice against your records, figure out what is right, and prepare the response, agreeing where the IRS is correct and documenting where it is not.

What to do next, in our notice lookup: CP2000

Balance due and collection notices

Collection notices follow a sequence. A CP14 says you owe a balance. Reminders such as the CP501 and CP503 follow. A CP504 is a notice of intent to levy, and an LT11 or Letter 1058 is a final notice of intent to levy that also carries your right to a Collection Due Process hearing, requested on Form 12153. The overall process is laid out in Publication 594, The IRS Collection Process.

What to do next, in our notice lookup: CP14 · CP501 · CP503 · CP504 · LT11 / Letter 1058 / CP90

We confirm the balance is correct, make sure all required returns are filed, and work out a resolution that fits your situation, such as a payment plan or a request for penalty relief.

Appeals

If you disagree with a proposed change or a collection action, you have appeal rights. They are explained in Publication 5, Your Appeal Rights and How to Prepare a Protest if You Disagree, and Publication 1660, Collection Appeal Rights. We help you decide whether an appeal makes sense and prepare it if it does.

Indiana and Kentucky notices

State notices follow their own steps. Indiana's collection process runs from a proposed assessment to a demand for payment to a tax warrant (Indiana DOR collection stages), and we are authorized with Form POA-1 or an INTIME electronic power of attorney (Indiana DOR power of attorney). Kentucky's routine first bill is a Notice of Tax Due (Kentucky DOR, I Received a Tax Bill), and representation there uses Form 20A100 or IRS Form 2848 for income tax (Kentucky DOR power of attorney).

What to do next, in our notice lookup: Indiana Proposed Assessment · Indiana Demand for Payment · Indiana Tax Warrant · Kentucky Notice of Tax Due

What to bring or upload

• Every page of the notice, including the envelope if the date matters
• The tax return for the year in question, if we did not prepare it
• The documents behind any item the notice questions, such as a 1099, a brokerage statement, or receipts
• Records of any payments you have already made toward the balance
• Any earlier letters about the same issue, and notes from calls you have had with the agency

Common mistakes we see

• Waiting. Most notices carry a response date, and options narrow once it passes.
• Paying a proposed change without checking it. A CP2000 can be wrong, for example when the IRS counts the full sale price of a stock without its cost basis.
• Ignoring the state. A federal change often produces an Indiana or Kentucky notice later.
• Agreeing to a payment you cannot keep. A defaulted payment plan is harder to fix than the original balance.
• Falling for a scam. Tax agencies start with a mailed letter. Unexpected calls, texts, or emails demanding payment are not how they reach you.

How the engagement works

Start by sending us the notice. Upload it through our secure client portal or bring it to our office at 1102 E Virginia Street in Evansville. Before any work begins, you receive an engagement letter that describes exactly what we will handle, and you sign the power of attorney forms we need.

From there, we review your account, prepare the response, and keep you informed as the matter moves. We cannot promise how or when an agency will respond, but you will always know where things stand. How We Work covers the ways to work with us, and our FAQ page answers common process questions. If your situation involves a legal question beyond tax, such as a bankruptcy or a lawsuit, we will recommend that you also speak with an attorney.

Written and reviewed by Jeremy Roman, EA, owner of R Tax Services and an Enrolled Agent licensed by the IRS. This page is general information, not advice for your specific situation.