IRS account investigations
Trace assessments, payments, credits, penalties, interest, refunds, and offsets across the relevant tax years.
IT’S POSSIBLEACCOUNTING AND FINANCIAL SERVICES
Book a confidential reviewFEDERAL TAX REPRESENTATION
The IRS has its records.
You deserve clear answers.
When a balance, payment, refund, or collection notice does not make sense, we investigate the account before recommending a resolution.
Do not ignore it—and do not send sensitive tax records through the general contact form. Bring the notice date and response deadline to your consultation.
Schedule a review →WHEN THE NUMBERS DO NOT ADD UP
We begin with the account—not assumptions.
An IRS withdrawal or withholding amount is not always the final tax. The first job is to reconstruct what was assessed, what was collected, and where every available credit went.
Suspected overpayments
Determine whether payments or withholding exceeded the corrected tax liability—and where the IRS applied the money.
Installment agreement problems
Review agreements, missing withdrawals, defaults, collection notices, and the balance the IRS says remains due.
Refund and credit tracing
Investigate refunds that were delayed, frozen, transferred, or applied to another federal tax balance.
IRS notices and collections
Understand what the notice means, identify deadlines, and determine the appropriate response or resolution path.
Penalty review
Evaluate whether penalties appear correct and whether the facts support requesting eligible administrative relief.
THE INITIAL ENGAGEMENT
First, we find out what happened.
The initial IRS Account Investigation is a separate, fixed-scope engagement. It is designed to give you a reliable picture of the account before you pay for broader representation.
The investigation fee is quoted and paid before work begins. If corrective action is needed, you receive a separate proposal before additional work is performed.
1
A focused intake interview and case timeline
2
Form 2848 preparation for authorized IRS representation
3
Available IRS transcript retrieval for the relevant forms and years
4
Reconciliation of assessments, payments, credits, penalties, interest, refunds, and offsets
5
Review of the collection and installment-agreement history
6
Identification of missing credits, possible overpayments, and time-sensitive deadlines
7
A written findings summary and review meeting
8
A separate scope and fee before any additional resolution work begins
A CONTROLLED, CONFIDENTIAL PROCESS
Know what happens next.
Private consultation
We identify the tax years, forms, notices, payments, property transactions, and deadlines involved.
Authorization and records
You authorize representation. We request available IRS information and ask you only for records the IRS cannot provide.
Account reconstruction
We reconcile the account and separate the original tax, later adjustments, penalties, interest, payments, withholding, and offsets.
Findings and options
You receive a clear explanation of what happened, the deadlines that matter, and the available next steps.
PROTECT YOUR INFORMATION
Do not email sensitive tax documents.
The general website form is only for basic contact information. After an engagement begins, you will receive separate instructions for delivering tax returns, IRS notices, identification, and financial records securely.
Send a general inquiry →COMMON QUESTIONS
Before you schedule.
Can you guarantee that the IRS owes me money?
No. A suspected overpayment must be verified against IRS records, filed returns, payment evidence, applicable tax law, and refund deadlines. We explain the evidence before recommending action.
Do I need to live in the United States?
Not necessarily. Many investigative and representation steps can be handled remotely. Your filing status, residency history, identification, authorization, and the tax years involved must still be reviewed.
Will you obtain everything from the IRS?
We request available IRS transcripts and account information with proper authorization. You may still need to provide closing documents, bank records, agreements, older notices, proof of residence, and other records the IRS transcript system does not reproduce.
Is the investigation the same as resolving the case?
No. The initial engagement determines what happened and what options may remain. Amended returns, formal refund claims, penalty requests, appeals, collection negotiations, and continuing representation require a separate scope.
START WITH CLARITY
Let’s reconstruct the account.
Schedule a confidential Zoom consultation. Please bring the tax years involved, the latest notice date, and a short summary—but do not submit sensitive documents through the booking form.
Book your case review