Guides
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Can ChatGPT answer an IRS notice for a client?
What a general AI chat assistant does well and badly when you use it on a CP2000 or similar IRS notice, and a checklist for using one without getting burned.
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IRS notice response: spreadsheet or software?
Should you keep answering IRS and state notices with a spreadsheet and Word, or use software? Where each one fits, where it breaks, and how to decide.
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How to respond to a CP2000 notice for a client
A step by step method for answering a CP2000 underreporter notice: match each proposed item to the filed return, take a position per item, attach a schedule.
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IRS notice credits a payment to the wrong year
What to do when a balance due notice such as a CP504 ignores a payment or credits it to another tax year: the proof to gather and how to ask for a fix.
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IRS notice response letter checklist for CPAs
A checklist for the response letter and exhibits you send to the IRS or a state agency: reference block, item positions, schedule, enclosures and what to keep.
Answer the notice with every figure compared.
Sign in, upload the notice and the return, download the packet.