What's Included
You receive a defined response package designed to protect deadlines, evidence, and the quality of the reply.
Notice Triage: classify notice type, identify required actions, and log statutory deadlines
Response Strategy Note: define what is conceded, contested, or supplemented
Draft Response Package: formal response draft with structured evidence index
Submission Support: channel/format checks and delivery confirmation trail
Deliverables: response package ready for submission plus evidence log
What's Not Included
Prerequisites
Current or returning client context with accessible prior records
Access to original filing, correspondence, and referenced documents
Timely cooperation to meet statutory deadlines
Not standalone for cold, context-free cases If no prior scoped context exists, begin with Tax Position Review.
Integration with Core Services
This add-on connects to core services after a filing receives notice and during ongoing advisory work, so positions stay consistent
Post-Filing Event Path
Attach the add-on when a filed return receives notice.
Active Advisory Path
Integrate with ongoing core work to avoid contradictory positions.
Correction Scope Decision
If correction filing or broader compliance rework is needed, scope through the relevant core service.
Submission Trail
Deliver response package with evidence log and submission confirmation trail.
- Notice severity and response type.
- Number of tax periods involved.
- Documentation volume and quality.
- Deadline proximity.
- Need for additional correction work.
Add-on Approach
This add-on stays lightweight while still producing written records you can reuse in later cycles
The objective is a structured response before deadlines narrow your options, with documented evidence and reasoning
Primary Sources
These official sources are the starting point for checking current rules before applying them to a client fact pattern.
Frequently Asked Questions
Can You Assure a Favorable Authority Outcome?
No. We deliver a structured, evidence-backed response. Final decisions are made by the authority
Is Litigation Included?
No. This add-on covers administrative response and corrections only
Can New Clients Use This Immediately?
Priority is active or returning clients with prior context New cases are assessed for fit and urgency.
What If Multiple Notices Arrive Together?
Scope is set for each notice; additional complexity is documented before work starts.
How Fast Do You Begin?
Urgent triage starts as soon as required records are received.
Does This Include Filing Execution Rework?
Only if specifically scoped. Otherwise correction execution is attached through core filing service
Can This Add-on Be Paused and Restarted Later?
Usually yes, but timing risk increases when deadlines continue running in the background We confirm whether restart is still practical for your filing calendar
What If Complexity Expands After Kickoff?
We keep scope fixed to the approved package. If new issues appear, we define an explicit scope extension before any additional work is performed.
Will I Receive Written Records I Can Share with Other Advisors?
Yes. Deliverables are structured for handoff and continuity, so third-party preparers can work from the same documented baseline.
