Know where you stand. Work toward resolution.
An IRS or state tax problem can involve more than the notice in front of you. Waddy reviews the account, identifies what needs attention, evaluates the response or resolution options that may apply, and represents you through the agreed process. The goal is to understand the full matter and establish a path toward resolution based on the facts.
A notice tells you something happened. It does not always tell you the whole story.
A notice from the IRS or a state taxing authority may identify a balance, a filing issue, a proposed adjustment, a deadline, a collection action, or another compliance matter. It states what that agency is addressing.
What it usually does not show is the surrounding context: the full account history, which tax years are involved, whether other periods are affected, and what the current compliance status actually is. Two taxpayers can receive similar notices and be in very different positions.
Before choosing a response, we need to understand what the taxing authority is saying, what years are involved, what deadlines apply, and whether anything else needs to be brought current.
The first step is understanding what you are actually dealing with.
How the path is determined.
A tax matter does not go from a notice to a strategy in one move. Each stage establishes what the next one depends on.
Notice or Account Issue
What prompted the matter.
Account Review
What the records and tax account show.
Compliance Status
What returns, payments, information, or actions may still be required.
Options
What response or resolution paths may be available based on the facts.
Representation
How Waddy may communicate with the taxing authority and proceed through the agreed strategy when authorized.
First understand the matter. Then decide how to respond.
Different tax problems require different responses.
Depending on the matter, Waddy may assist with the following. What is appropriate in any given case depends on the facts.
IRS & State Notices
Reviewing what the notice says, the tax period involved, the response requested, and applicable deadlines.
Tax Debt
Reviewing balances, account history, compliance status, and available collection or payment options.
Unfiled Returns
Determining which returns remain outstanding and what is required to restore filing compliance.
Installment Agreements
Reviewing existing or potential payment arrangements and the requirements that may apply.
Liens & Levies
Reviewing collection activity, account status, deadlines, and available response options.
Examinations
Supporting the taxpayer through an IRS or state examination within the agreed scope.
Other Compliance Matters
Reviewing other federal or state tax issues that require account analysis, documentation, response, or representation.
You do not have to manage the taxing authority alone.
Once representation begins, the correspondence, deadlines, and agency requests become work Waddy handles within the agreed scope.
Authorization
Waddy obtains the appropriate authorization to communicate on your behalf within the scope of the engagement.
Account Communication
Waddy communicates with the IRS or applicable state taxing authority regarding the matter when authorized.
Documentation
We help identify, organize, and submit information required for the agreed strategy.
Response & Follow-Through
Notices, requests, deadlines, and agency responses are addressed as the matter progresses.
Work Toward Resolution
Waddy helps manage the agreed strategy, documentation, communications, and next steps as the matter progresses toward resolution, where available.
We look at the facts before recommending the path.
Waddy does not start by selling you a particular resolution program. We start by understanding the account, the compliance issues, the deadlines, and the options that may actually apply.
From there, we will explain what appears possible, what still needs to be done, and what depends on eligibility or government approval. Some of those answers are straightforward. Some depend on information we do not have yet, and we will say so rather than filling the gap with a prediction.
We will not tell you what a program might do before we know whether your situation fits it.
Tax problems rarely develop overnight. Working toward resolution can take time, too.
A tax problem may reflect months or years of balances, missing returns, notices, missed payments, collection activity, or other unresolved issues. Before any resolution can be pursued, the account may first need to be understood and certain compliance matters may need to be addressed.
From there, the process can involve gathering records, filing outstanding returns, responding to notices, communicating with the taxing authority, evaluating available options, submitting documentation, and waiting for the IRS or state to review or respond.
Some matters move relatively quickly. Others require multiple steps over an extended period. The timing depends on the condition of the account, what needs to be brought current, the strategy being pursued, and the taxing authority's process.
The problem did not necessarily develop overnight. The work toward resolution may not happen overnight either. What matters is knowing what the next step is and continuing to move through it.
Representation begins with a defined scope.
Representation is a case-based engagement, so the fee structure reflects the work a specific matter requires.
Depending on who is working on the matter.
What determines scope and fees
- Type of tax issue
- Number of years involved
- Agencies involved
- Compliance status
- Notices and deadlines
- Documentation required
- Amount of account research needed
- Extent of communication and representation
- Overall scope of the engagement
Start with the matter in front of you.
This may be a fit if
- You received an IRS or state tax notice
- You owe federal or state taxes and need to understand the account
- You have unfiled returns
- You are dealing with collection activity
- You have an installment agreement issue
- You are facing an examination
- You need professional representation or communication with a taxing authority
- You need help determining what options may apply
This may not be the right service if
- You only need routine tax return preparation
- You only need ongoing bookkeeping
- You are looking for a guaranteed settlement before your account has been reviewed
Waddy offers Tax Preparation & Planning and Accounting & Bookkeeping as separate services.
Let's understand where the matter stands.
If you are dealing with an IRS or state tax issue, the first step is understanding what has happened, what requires attention, and what options may be available based on your actual circumstances.
Know where you stand. Work toward resolution.
Know where you stand. Work toward resolution.
An IRS or state tax problem can involve more than the notice in front of you. Waddy reviews the account, identifies what needs attention, evaluates the response or resolution options that may apply, and represents you through the agreed process. The goal is to understand the full matter and establish a path toward resolution based on the facts.
A notice tells you something happened. It does not always tell you the whole story.
A notice from the IRS or a state taxing authority may identify a balance, a filing issue, a proposed adjustment, a deadline, a collection action, or another compliance matter. It states what that agency is addressing.
What it usually does not show is the surrounding context: the full account history, which tax years are involved, whether other periods are affected, and what the current compliance status actually is. Two taxpayers can receive similar notices and be in very different positions.
Before choosing a response, we need to understand what the taxing authority is saying, what years are involved, what deadlines apply, and whether anything else needs to be brought current.
The first step is understanding what you are actually dealing with.
How the path is determined.
A tax matter does not go from a notice to a strategy in one move. Each stage establishes what the next one depends on.
Notice or Account Issue
What prompted the matter.
Account Review
What the records and tax account show.
Compliance Status
What returns, payments, information, or actions may still be required.
Options
What response or resolution paths may be available based on the facts.
Representation
How Waddy may communicate with the taxing authority and proceed through the agreed strategy when authorized.
First understand the matter. Then decide how to respond.
Different tax problems require different responses.
Depending on the matter, Waddy may assist with the following. What is appropriate in any given case depends on the facts.
IRS & State Notices
Reviewing what the notice says, the tax period involved, the response requested, and applicable deadlines.
Tax Debt
Reviewing balances, account history, compliance status, and available collection or payment options.
Unfiled Returns
Determining which returns remain outstanding and what is required to restore filing compliance.
Installment Agreements
Reviewing existing or potential payment arrangements and the requirements that may apply.
Liens & Levies
Reviewing collection activity, account status, deadlines, and available response options.
Examinations
Supporting the taxpayer through an IRS or state examination within the agreed scope.
Other Compliance Matters
Reviewing other federal or state tax issues that require account analysis, documentation, response, or representation.
You do not have to manage the taxing authority alone.
Once representation begins, the correspondence, deadlines, and agency requests become work Waddy handles within the agreed scope.
Authorization
Waddy obtains the appropriate authorization to communicate on your behalf within the scope of the engagement.
Account Communication
Waddy communicates with the IRS or applicable state taxing authority regarding the matter when authorized.
Documentation
We help identify, organize, and submit information required for the agreed strategy.
Response & Follow-Through
Notices, requests, deadlines, and agency responses are addressed as the matter progresses.
Work Toward Resolution
Waddy helps manage the agreed strategy, documentation, communications, and next steps as the matter progresses toward resolution, where available.
We look at the facts before recommending the path.
Waddy does not start by selling you a particular resolution program. We start by understanding the account, the compliance issues, the deadlines, and the options that may actually apply.
From there, we will explain what appears possible, what still needs to be done, and what depends on eligibility or government approval. Some of those answers are straightforward. Some depend on information we do not have yet, and we will say so rather than filling the gap with a prediction.
We will not tell you what a program might do before we know whether your situation fits it.
Tax problems rarely develop overnight. Working toward resolution can take time, too.
A tax problem may reflect months or years of balances, missing returns, notices, missed payments, collection activity, or other unresolved issues. Before any resolution can be pursued, the account may first need to be understood and certain compliance matters may need to be addressed.
From there, the process can involve gathering records, filing outstanding returns, responding to notices, communicating with the taxing authority, evaluating available options, submitting documentation, and waiting for the IRS or state to review or respond.
Some matters move relatively quickly. Others require multiple steps over an extended period. The timing depends on the condition of the account, what needs to be brought current, the strategy being pursued, and the taxing authority's process.
The problem did not necessarily develop overnight. The work toward resolution may not happen overnight either. What matters is knowing what the next step is and continuing to move through it.
Representation begins with a defined scope.
Representation is a case-based engagement, so the fee structure reflects the work a specific matter requires.
Depending on who is working on the matter.
What determines scope and fees
- Type of tax issue
- Number of years involved
- Agencies involved
- Compliance status
- Notices and deadlines
- Documentation required
- Amount of account research needed
- Extent of communication and representation
- Overall scope of the engagement
Start with the matter in front of you.
This may be a fit if
- You received an IRS or state tax notice
- You owe federal or state taxes and need to understand the account
- You have unfiled returns
- You are dealing with collection activity
- You have an installment agreement issue
- You are facing an examination
- You need professional representation or communication with a taxing authority
- You need help determining what options may apply
This may not be the right service if
- You only need routine tax return preparation
- You only need ongoing bookkeeping
- You are looking for a guaranteed settlement before your account has been reviewed
Waddy offers Tax Preparation & Planning and Accounting & Bookkeeping as separate services.
Let's understand where the matter stands.
If you are dealing with an IRS or state tax issue, the first step is understanding what has happened, what requires attention, and what options may be available based on your actual circumstances.
Know where you stand. Work toward resolution.