individual 1040 • IRS Authorized e-File

IRS Notice Defense & Audit Representation

Professional CPA/EA representation for IRS letters (CP2000, CP501, 5071C), state tax notices, and document verification requests.

Start Your Tax Return → Book a CPA Consultation

Statutory IRS Filing Schedule: Typically 30 to 60 days from the notice date printed on the letter

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Regulatory Compliance & Advisory

IRS Notice Defense & Licensed Audit Representation

Receiving an official correspondence from the Internal Revenue Service—such as a Notice CP2000 proposing additional taxes, Notice CP14 demanding payment, or Notice CP504/LT11 threatening levy action—requires urgent, specialized CPA intervention. Most automated IRS notices arise from third-party data mismatches rather than actual tax deficiencies.

Under Treasury Department Circular 230, our licensed CPAs and Enrolled Agents hold statutory authority to represent you before the IRS. Upon execution of Form 2848 (Power of Attorney), we step directly between you and the IRS, taking over all telephone inquiries, written rebuttal submissions, appeals conferences, and penalty abatement negotiations.

IRS Authorized e-File Provider

100% Dual-Tier CPA Review

Publication 4557 Vault Security

Direct CPA Review

Ready to start your filing?

Complete our simple questionnaire and securely upload your tax forms. Our CPAs will review everything and prepare your return.

Start Your Filing → Book a 30-Min Call

Direct Line: +1 (704) 303-9095

Office: Charlotte, NC 28215

Eligibility

Who is this service designed for?

Statutory filing categories and taxpayer profiles tailored for this specialized service.

1 Taxpayer Profile

Taxpayers receiving IRS Notice CP2000 proposing additional taxes on unreported income.

2 Taxpayer Profile

Filers receiving CP14, CP504, or LT11 intent-to-levy demand letters.

3 Taxpayer Profile

Individuals selected for IRS correspondence audits or in-person examinations.

4 Taxpayer Profile

Taxpayers requesting penalty abatement for reasonable cause.

Tax Optimization Strategy

Key Statutory Provisions & Tax Deductions We Maximize

Every tax return is optimized under current Internal Revenue Code regulations to secure every legally allowable credit and deduction.

Form 8949 Cost Basis Rebuttal

Notice CP2000 Stock Basis Defense

Resolving automated mismatch letters by documenting cost basis on stock sales where the broker reported gross proceeds without purchase price, eliminating false taxes.

IRS Policy Statement 20-1

First-Time Penalty Abatement (FTA)

Statutory removal of failure-to-file and failure-to-pay penalties under IRS administrative rules for taxpayers with a clean prior 3-year compliance history.

Treasury Circular 230 Authority

Form 2848 Complete Representation

You never have to speak with an IRS revenue agent or auditor directly. Our CPAs handle 100% of telephone, written, and in-person discussions on your behalf.

IRC § 7122 / Payment Plans

Installment Agreements & OIC Relief

Negotiating streamlined monthly payment plans, hardship non-collectible status, or Offer in Compromise settlements for taxpayers facing significant tax liabilities.

Process & Workflow

How Our Dedicated CPAs Prepare Your Return

A transparent, step-by-step pathway from secure document gathering to direct IRS acceptance.

Notice Review & 30-Day Deadline Lock

Upload every page of your IRS letter; our CPAs verify the response deadline and request an extension if required.

Form 2848 Power of Attorney Filing

Execute Form 2848 so our licensed representatives can directly access your IRS transcripts and communicate with agents.

Discrepancy Audit & Defense Packet Assembly

We perform transcript analysis, assemble corroborating third-party proofs, and draft a formal legal rebuttal.

IRS Negotiation & Zero-Balance Resolution

We negotiate directly with IRS unit examiners until a revised notice of zero-balance or reduced adjustment is secured.

Preparation Checklist

Documents You Will Need

Complete copy of IRS Notice (every single page, front and back).
Original tax return and workpapers for the tax year referenced.
Third-party documentation rebutting the IRS proposed adjustments.
Executed IRS Form 2848 (Power of Attorney and Declaration of Representative).

Included Scope

What Is Included in This Service

Detailed IRS Letter & Penalty Notice Analysis
Formal CPA Written Response & Statutory Defense
Form 2848 Power of Attorney Filing with the IRS
Penalty Abatement Requests (First-Time Abate & Reasonable Cause)
Direct Representation Before IRS & State Tax Authorities

Taxpayer Protection & Risk Defense

Common Mistakes We Help You Avoid

Tax filing errors can result in delayed refunds, unnecessary interest, or IRS audit notices. Here is how our CPAs protect you:

Risk Point #1

Pitfall #1

Missing the strict 30-day statutory response window, which forfeits your right to appeal to the US Tax Court.

CPA Audited & Prevented

Risk Point #2

Pitfall #2

Accepting IRS automated CP2000 calculations without checking cost basis on stock sales (Box A vs Box B on 1099-B).

CPA Audited & Prevented

Instant Answers

Frequently Asked
Tax Questions

Authoritative guidance on filing IRS Notice Defense & Audit Representation, required documentation, and IRS compliance rules.

Need Specific Tax Advice?

Our licensed CPAs in Charlotte, NC are on standby for personalized consultations.

+1 (704) 303-9095 Book a CPA Call →

What is an IRS Notice CP2000?

A CP2000 is an automated proposed adjustment letter issued when income reported on your return does not match data received from third parties (e.g. employers, brokers). It is NOT a formal bill, and our CPAs routinely resolve them with zero balance adjustments by documenting cost basis.

Do I have to talk directly to the IRS?

No! With an executed Form 2848 Power of Attorney, our licensed CPAs and Enrolled Agents handle 100% of communications and negotiations directly with the IRS on your behalf.

How do I know if I need to file Form 1040 or Form 1040-NR?

Your US tax residency status is determined by the IRS Substantial Presence Test (SPT) under IRC § 7701(b). You are classified as a Resident Alien (filing Form 1040) if you were physically present in the US for at least 31 days in 2026 AND 183 weighted days over a 3-year period (all current year days + 1/3 prior year days + 1/6 second prior year days). If you do not meet this threshold, you file Form 1040-NR as a Nonresident Alien. Students on F-1 visas are exempt individuals for their first 5 calendar years and generally file Form 1040-NR regardless of physical presence.

Who is legally required to file FinCEN Form 114 (FBAR)?

Under 31 U.S.C. § 5314, every US person (including US citizens, Green Card holders, and resident aliens on H-1B/L-1 visas meeting the SPT) who has a financial interest in or signature authority over foreign financial accounts must file an FBAR if the aggregate peak balance of all accounts exceeded $10,000 USD at any point during the calendar year. This includes Indian NRE, NRO, FCNR, Demat, mutual funds, EPF, and PPF balances. Nonresident aliens (Form 1040-NR filers) are exempt from FBAR filing.

How does UniFinTax protect my sensitive financial and tax documents?

UniFinTax operates under strict IRS Publication 4557 cybersecurity safeguards. All client documents are stored outside the public web root in an authenticated AES-256-GCM encrypted vault. User sessions feature 15-minute idle timeouts, and every staff action is permanently recorded in a cryptographically signed HMAC-SHA256 audit ledger.

Can UniFinTax file both Federal and Multi-State tax returns?

Yes. Our licensed CPAs and Enrolled Agents prepare returns for all 50 states, including part-year resident returns for clients who relocated between states during the tax year (e.g. moving from California to North Carolina or Texas), ensuring double taxation is prevented through reciprocal tax credits.

Ready to Begin?

Get Your IRS Notice Defense & Audit Representation Prepared by Licensed CPAs

Upload your tax documents securely to your encrypted vault. Our CPAs will calculate your maximum allowable refund and ensure total IRS compliance.

Start Your Tax Return → Schedule a Consultation

Zero upfront payment required to upload Direct e-File with IRS confirmation 100% CPA Audit Defense included