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FREQUENTLY ASKED QUESTIONS

The Frequently Asked Questions (FAQ's) section is designed to assist you with issues that occur throughout the tax season. Simply click a topic on the left sidebar. If you are unable to find the answer to your question please do not hesitate to call our office at 952.929.7990.


IRS OR STATE NOTICE ISSUES

I received an e-mail notice from the IRS or a state agency. What should I do?
Delete the e-mail. Do not open attachments or go to any links. The IRS and state agencies do not communicate through e-mail. There are MANY scams out there regarding false notices sent by e-mail. Please feel free to contact our office if you are unsure about a notice.

I just received a notice from the IRS or state revenue office in the mail. What should I do?
Send us a copy of the notice as soon as possible. Most notices give up to 30 days to respond and we want to begin assisting you as soon as possible. You can mail it, fax it or send it as an e-mail attachment. The IRS usually sends two copies of everything. We only need to see one copy and you may keep the other for your records. We will look at the notice and pull your file for review.


If you do not hear from us within a few days, please contact our office.

Why did I receive a notice?
Most notices are computer-generated resulting from matching the information you have reported with the information provided by an employer, investment firm, state revenue office, etc.

Most notices have to do with:

-Investment income
-Estimated tax payments
-Dependents (for example, two people claiming the same dependent)
-Missing forms
-Underpayment of tax penalty
-Late payment of tax penalty

Notices are very common. Send the notice to our office as soon as you receive it, and we will assist you.

Phone: 952.929.7990 - Fax: 952.929.5031 - 6600 France Ave S #204, Edina, MN 55435