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IRS & State Representation
Professional representation before the IRS and state agencies for notices, examinations and collection matters.
Request a consultationOverview
Receiving a notice from the IRS or a state tax agency can be unsettling. As a CPA, Carlos Ruiz can represent you before the IRS under a power of attorney, communicate on your behalf and help you respond within the required deadlines.
Each matter starts with a careful review of the notice and your records. The firm explains your options clearly and pursues the resolution that the facts and the law support.
What the engagement can include
- Review of and responses to IRS and state notices
- Representation during examinations (audits)
- Installment agreements and other collection alternatives
- Penalty relief requests where the facts support them
- Bringing unfiled returns into compliance
- Power of attorney (Form 2848) and direct agency communication
How We Work
A clear process from the first conversation
Every engagement follows the same disciplined path, so you always know what comes next.
Step 1: Request a consultation
Tell us about your situation through the online form, by phone or by email.
Step 2: Initial review
The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.
Step 3: Proposal & engagement letter
You receive a written scope of work and fees. Work begins only after the engagement letter is signed.
Step 4: Execution & ongoing advice
Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.