IRS & State Tax Representation
Professional Assistance With IRS Notices, Tax Problems & Unfiled Returns
Receiving a notice from the IRS or a state tax agency can be stressful. Whether the issue involves an unexpected tax balance, unfiled returns, an examination, or a discrepancy in your tax records, understanding your options is an important first step.
At Alliance Financial & Income Tax, we assist individuals, families, and business owners with federal and state tax matters throughout Blue Springs, Grain Valley, Lee's Summit, Independence, and the greater Kansas City area.
Our veteran-owned firm has served the Kansas City community since 2002 and is led by Mike Mead, Enrolled Agent, a federally authorized tax practitioner qualified to represent taxpayers before the Internal Revenue Service.
Our approach is straightforward: understand the issue, review the available information, explain your options, and help determine an appropriate course of action.
IRS & State Tax Services
We provide professional assistance with a variety of federal and state tax matters, including:
IRS Notices & Tax Correspondence
Not every IRS notice means you owe additional taxes.
Some notices request information, identify discrepancies, propose adjustments, or explain changes to an existing tax account.
We help clients review notices, understand what the IRS is requesting, evaluate the underlying tax information, and determine appropriate responses.
Unfiled & Past-Due Tax Returns
Falling behind on tax filing requirements can create additional complications.
We assist individuals and businesses with preparing overdue federal and state income tax returns, reviewing prior-year records, and addressing applicable filing obligations.
Bringing tax returns current is often an important step toward resolving outstanding tax issues.
IRS Audits & Examinations
An IRS examination may involve questions about reported income, deductions, credits, or other items on a filed tax return.
We assist with reviewing examination notices, organizing supporting documentation, responding to information requests, and providing authorized representation when appropriate.
Outstanding Tax Balances & Payment Options
When a taxpayer owes an outstanding balance, available options depend on the amount owed, filing compliance, financial circumstances, and applicable IRS rules.
We can assist with evaluating potential payment arrangements and other administrative resolution options when appropriate.
Not every taxpayer qualifies for every program, and approval is determined by the taxing authority.
Tax Account Discrepancies
IRS and state tax records do not always match a taxpayer's understanding of their filed returns or payment history.
We assist with reviewing matters involving missing payments, reporting differences, proposed adjustments, and other account-related questions.
Missouri & State Tax Matters
State income tax notices and filing problems may require separate attention from federal tax matters.
We assist with eligible Missouri tax issues and applicable state tax correspondence, including questions involving income tax returns, outstanding balances, and filing discrepancies.
What Is an Enrolled Agent?
An Enrolled Agent, commonly referred to as an EA, is a tax professional authorized to practice before the Internal Revenue Service.
Enrolled Agents are federally credentialed tax practitioners with broad rights to represent taxpayers in IRS administrative matters, including examinations, collection proceedings, and appeals.
Unlike tax preparers whose representation authority may be limited, Enrolled Agents have generally unrestricted IRS representation rights.
Alliance Financial & Income Tax is led by Mike Mead, Enrolled Agent, who assists clients with eligible federal tax preparation and representation matters.
What Should You Do If You Receive an IRS Notice?
Receiving an IRS letter does not automatically mean you've done something wrong or that the amount proposed is correct.
If you receive a notice:
1. Read the Notice Carefully
Identify the tax year, issue, requested information, and response deadline.
2. Don't Ignore the Deadline
Some notices require action within a specified period. Failing to respond may limit available options or lead to additional consequences.
3. Gather Relevant Records
Locate the applicable tax returns, payment records, income documents, and any prior correspondence.
4. Have the Issue Reviewed
A qualified tax professional can help determine whether the information is accurate and what response may be appropriate.
5. Respond Through the Proper Process
Depending on the matter, a response may involve providing documentation, correcting information, requesting additional review, or discussing available resolution options.
Our Tax Representation Process
Initial Consultation
We discuss the tax issue, review relevant notices, and determine whether the matter falls within our services.
Document & Account Review
When engaged, we evaluate the applicable returns, correspondence, and available tax account information.
Representation & Communication
With appropriate authorization, we can communicate with the IRS or applicable taxing authority regarding matters covered by our engagement.
Resolution Planning & Follow-Up
We explain available options, assist with agreed-upon next steps, and provide follow-up services within the scope of the engagement.
The time required and potential outcome depend on the facts, tax authority procedures, and the specific matter involved.
Tax Representation Is Different From Tax Preparation
Preparing an annual income tax return and representing a taxpayer in an IRS or state tax matter are separate professional services.
Representation engagements may involve additional research, correspondence, financial analysis, document preparation, and communications with tax authorities.
The scope of work and applicable professional fees are discussed before an engagement begins.
Why Choose Alliance Financial & Income Tax?
Serving the Kansas City area since 2002
Veteran-owned local business
Led by Mike Mead, Enrolled Agent
Federal tax representation capabilities
Individual and business tax preparation experience
Assistance with IRS notices and eligible state tax matters
Secure client document portal
Personalized professional attention
In-person and virtual consultation options
We understand that tax problems can be confusing and stressful. Our goal is to provide clear explanations and professional assistance so you can better understand your situation and available options.
Don't Ignore an IRS or State Tax Notice
Tax notices, overdue returns, and unresolved balances rarely become easier to address simply by waiting.
If you've received correspondence from the IRS or a state revenue department, or you have concerns about an outstanding tax matter, Alliance Financial & Income Tax is available to discuss your situation.