Scope sheet
finbryn.com
Tax resolution
State tax notice and collections support
Finbryn prepares the documentation and forms behind a state income tax, sales tax or franchise tax notice, matched to that state's own process, forms and payment-plan rules rather than treated as a smaller IRS case. Representation before the state revenue department is provided by our enrolled agent or CPA partner under that state's own power-of-attorney form.
What is included
- The state notice matched against your filed state and federal returns
- The actual response deadline confirmed from the notice, not assumed
- Identification of the specific state payment, waiver or settlement program that applies
- State-specific supporting documentation gathered in the format that state requires
- A written multi-state nexus flag where the notice points to broader exposure
- A response or application prepared for our enrolled agent or CPA partner to submit
- The correct state power-of-attorney authorization form completed for your signature
- A written record of the notice and its resolution kept in your client file
The process
- 1.
Notice identification
We confirm which state agency sent the notice, what type it is, and the real response deadline, which is not always the date printed on the letter.
- 2.
Return matching
The state's figures are matched against your actual filed state and federal returns to see whether the state's number is right, wrong, or unsupported.
- 3.
Program identification
We identify the specific payment plan, penalty waiver, settlement program or dispute process that state runs for this exact notice type.
- 4.
Documentation assembly
Supporting records are gathered in the format that state's specific form requires, which differs from the IRS equivalent and from other states.
- 5.
Multi-state check
We flag whether the notice points to a broader nexus issue in other states before closing the single notice in front of us.
- 6.
Handoff and submission
The finished package goes to our enrolled agent or CPA partner, who submits it and communicates with the state under that jurisdiction's authorization form.
Software
QuickBooks Online, Xero, Avalara, Drake Tax, Adobe Acrobat
Quality control
A senior reviewer confirms the specific state program identified is the correct one for that state and that notice type before the file goes to our enrolled agent or CPA partner, since submitting the wrong state's form is a common and avoidable delay.
Pricing
State tax resolution doesn't fit a flat monthly tier because the work depends on the state, the notice type, and how many years or jurisdictions are involved. We quote after reviewing the actual notice and your return history, and confirm the figure in writing before anything starts. Ongoing state filings once a case resolves, such as recurring sales tax returns, run through the sales tax filing add-on listed on the pricing page.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026