Scope sheet
finbryn.com
Tax resolution
IRS notice review and response drafting
IRS notice review and response drafting from Finbryn reads a client's IRS or state notice line by line, confirms the real response deadline, and pulls supporting documentation from the books before drafting a response. Our enrolled agent or CPA partner reviews the draft and represents the client under a signed Form 2848, consistent with Circular 230.
What is included
- A plain-language explanation of what the notice is asking and why
- The confirmed response deadline, verified against the notice itself, not assumed
- Supporting documentation traced from your books and prior filings
- A complete draft response, including any named form and attached schedule
- Review by our enrolled agent or CPA partner before anything is sent
- Representation under a signed Form 2848 for anything beyond a routine correction
- Tracking of the case until the IRS or state confirms resolution
- A written record of the notice and its outcome kept in your file
The process
- 1.
Read and confirm the deadline
We read the full notice, not just the summary, and confirm the actual response date printed on it rather than assuming it from when the letter arrived.
- 2.
Pull the supporting documentation
We trace the specific transactions, 1099s, or prior filings the notice references, using books your team already maintains rather than starting from scratch.
- 3.
Draft the response package
We build the cover explanation, any named form, and the supporting attachment in the sequence the notice expects, so it reads as a complete answer, not a partial one.
- 4.
Route through our credentialed partner
Our enrolled agent or CPA partner reviews every draft. For a routine correction it can go out under your own signature; for anything larger, they send it and represent you under a signed Form 2848.
- 5.
Track to resolution
We follow the case until the IRS or state confirms it is closed, and log the outcome in your file for reference if a similar notice arrives later.
Software
QuickBooks Online, Xero, Drake Tax, Adobe Acrobat
Pricing
Notice response work is scoped against the notice itself rather than sold as a flat item; see the published rate card at /us/pricing for our standing monthly tiers and add-ons, which typically cover routine notice work for clients already on a bookkeeping engagement. A one-off notice response outside an existing engagement is scoped separately once we've read the notice. Any fee for direct representation, filing, or appearing before the IRS is set and billed by our enrolled agent or CPA partner, not by Finbryn.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026