Understand the issue. Identify the next step.
A tax notice or an unresolved filing issue can leave you unsure where to begin. Smart Tax offers a starting conversation to review the situation, identify the records involved, and discuss the assistance needed. Bring the complete notice and related returns so the scope of the matter can be assessed.
- Review of tax notices and correspondence
- Missing or prior-year return questions
- Records related to the issue
- Discussion of the appropriate scope of assistance
Prepare for your consultation
Bring your relevant records and a short list of questions. We’ll discuss your situation and the scope of support you need.
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