Tax & Compliance · Pricing
Tax & Compliance Notice Coordination
Starting at$275per notice
What the price covers
1 routine notice; document assembly and adviser coordination; up to 2 hours
What we do
- Log the notice, deadline and assigned response owner
- Assemble the financial records and supporting correspondence
- Coordinate adviser questions and the response handoff
- Review the response handoff and unresolved deadlines
What you get
Notice-response evidence pack and an assigned action timeline.
Not included
Legal or tax representation before the agency.
Every Step. All 13.
- 01Save the notice and received dateNotice intake · Operations
- 02Record the response deadline stated in the noticeNotice intake · Operations
- 03Identify the company and authorized response ownerNotice intake · Operations
- 04Locate the related returns, reports or account recordsEvidence assembly · Operations
- 05Collect relevant payment confirmationsEvidence assembly · Operations
- 06Arrange correspondence in date orderEvidence assembly · Operations
- 07Prepare a concise list of the facts and missing recordsEvidence assembly · Operations
- 08Package and send the evidence to the assigned adviser or providerAdviser handoff · Operations
- 09Answer administrative document requestsAdviser handoff · Operations
- 10Track the response status and upcoming deadlineAdviser handoff · Operations
- 11Confirm who owns the substantive responseCompletion review · Senior accountant
- 12Review unresolved documents or deadlinesCompletion review · Senior accountant
- 13Retain the response handoff and next-action recordCompletion review · Senior accountant
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