Unlimited practice rights
Enrolled Agents are licensed federally and can represent any taxpayer, in any state, on any matter before the IRS. Not every preparer can say that.
Representation
You do not have to talk to the IRS yourself
An Enrolled Agent holds unlimited rights of practice before the Internal Revenue Service. Sign a Form 2848 and every letter, every call and every deadline becomes ours to manage.
The letter is not the emergency. Ignoring it is.
Most IRS notices are routine — a matching discrepancy, a missing form, an unprocessed payment. Handled promptly and correctly, a large share of them close with no change and no tax due.
What turns a routine notice into a serious problem is the thirty-day clock on it. Deadlines pass, assessments become final, appeal rights expire, and a fixable matter becomes a collection matter.
What representation actually means
When you sign IRS Form 2848 — Power of Attorney and Declaration of Representative — you authorise us to act on your behalf. The IRS sends correspondence to us, speaks to us, and negotiates with us. You are not required to attend interviews or answer their questions directly.
We do the same at state level through California Form 3520-PIT or 3520-BE for the Franchise Tax Board, and we represent clients before the CDTFA on sales tax matters and the EDD on worker-classification audits.
Included
What you get
Notice triage within 24 hours
Send us the letter. We tell you what it actually says, what the real deadline is, and what the likely outcome looks like.
Transcript analysis
We pull your full IRS account, wage and income transcripts so we are working from their data, not a guess.
Full audit representation
Correspondence, office and field examinations — federal and California. We prepare the response, assemble the substantiation and attend on your behalf.
Appeals & reconsideration
If the examiner is wrong, we take it to the Independent Office of Appeals or request audit reconsideration.
Penalty abatement
First-time abatement and reasonable-cause requests, which routinely remove penalties that clients assume are fixed.
EDD & CDTFA defence
Worker-classification audits and sales tax examinations, both of which are far more common in California than most owners expect.
Why it matters
What changes for you
You stop receiving the calls
Once the power of attorney is on file, the correspondence redirects to us. For most clients that relief alone is worth the engagement.
Nothing is said that should not be
Audits expand when taxpayers volunteer information. We answer what is asked, substantiate it properly, and keep the scope where it belongs.
Honest odds, early
We tell you in the first conversation whether we think this closes clean, closes small, or needs a real defence. You will not be sold a fight you cannot win.
The process
How the engagement runs
01
Send us the notice
Photograph it and upload it. We read it the same day and call you with a plain-English translation.
02
Power of attorney
You sign Form 2848. We file it and the IRS begins dealing with us instead of you.
03
Build the record
Transcripts, substantiation, a written response. Most matters are won on documentation, not argument.
04
Resolve or appeal
We push for the cleanest close available and escalate to Appeals if the examiner will not move.
Questions
IRS & FTB Representation, answered
Still not sure? Ask us directly — the first conversation costs nothing and we will tell you honestly whether this is what you need.
The IRS opens contact by mail, never by phone call, text or email, and never demands payment by gift card or wire. Send us the letter and we will verify it against your actual IRS account transcript within a day — at no charge.
No. Representation is routine and expected; examiners work with practitioners every day. If anything, a properly documented, professionally presented response tends to narrow an audit rather than widen it.
In almost all cases, no. With a Form 2848 on file we attend in your place. There are narrow exceptions where the IRS may summons a taxpayer directly, and we would tell you immediately if that applied.
We quote a fixed fee once we have read the notice and pulled the transcripts, because that is the point at which the scope is actually knowable. The initial review of your notice is free.
Related
Often needed alongside this
Tax Resolution & Back Taxes
Unfiled returns and unpaid balances feel permanent. They are not. Almost every case has a defined, legal path to resolution — the hard part is starting it.
Learn more
Individual & Business Tax Preparation
Every return we file is prepared by a licensed professional, reviewed by a second set of eyes, and walked through with you before it is signed. No surprises in April, no letters in October.
Learn more
Bookkeeping & Monthly Close
Reconciled every month, closed on a schedule, and delivered with a short note explaining what changed. Not a shoebox reconstructed in March.
Learn more
Let’s talk about your irs & ftb representation.
A thirty-minute call, no charge, and a fixed quote before anything begins. If we are not the right firm for this, we will tell you that too.