Service
Tax planning and IRS notices
Tax planning means putting the tax effect of a decision in writing before the decision is made. Our review is based only on current law and your records, and we do not promise a particular outcome.
2026 examples. Figures, rates and dates on this page change by year; check current IRS and state guidance before you rely on them.
What the service covers
- 01Tax effect of purchases, investments and sales
- 02Entity choice and S corporation election review
- 03Owner compensation and distributions
- 04Retirement plan options for business owners
- 05Responding to IRS and state notices
- 06Examination support and representation under a power of attorney (Form 2848)
What does tax planning cover?
Planning means choosing, among the options the law allows, the one that fits your business. The point is to see in advance which path leads to which tax result, within the law.
Every review rests on the law as it stands that day and on your records. When the law changes the answer can change too, so a written opinion states its date and basis.
What should you do when an IRS notice arrives?
First, find out exactly what the notice asks for and the response date printed on it. We organize the documents by period and fill any gaps with you.
Appeal and collection options have their own deadlines. Representation before the IRS is done under a power of attorney, and when a legal question comes up we work alongside a tax attorney.
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Related guides
Sole proprietorship, LLC or S corp: the key differencesHow a sole proprietorship, an LLC and an S corporation differ in liability, federal tax treatment, setup steps and bookkeeping, plus questions to ask first.
Quarterly estimated taxes: who pays, when, and how muchWho needs to make quarterly estimated tax payments, the four federal due dates, the safe harbor rules that help you avoid a penalty, and how corporations pay.
Meeting
Call to talk about tax planning and irs notices for your business. Bringing the documents listed here to the first meeting makes the review easier.