Tax Resolution & Advisory Services

Getting a letter from the IRS is stressful.

The Tax Resolution & Advisory Services team at Kaufman Rossin helps businesses and individuals resolve IRS disputes quickly and effectively. From reviewing notices to assessing your position against the IRS, we provide clear guidance and resolution strategies.

Few professionals understand both sides of the table — how a return is prepared and how it’s examined.

Ours do, and that dual perspective is where the real value lies for our clients. Kaufman Rossin Tax Resolution & Advisory Services is designed to help resolve your issues efficiently. We’ll analyze your options and guide you toward the best tax dispute resolution for your situation.

 

IRS tax resolutions: What to do after a letter arrives

Every year, the IRS mails millions of notices and letters to taxpayers. If you receive one, don’t panic. Most are related to a specific issue with your tax return or tax account and do not necessarily signal a tax audit. Then reach out to Kaufman Rossin.

Our professionals can evaluate the letter to determine the appropriate action. We have significant experience helping businesses and individuals address and resolve tax disputes—no matter how complex. Our team provides expert guidance through the resolution process, including examinations, collection alternatives, IRS Appeals, and tax litigation support, if necessary.

A male business financial consultant uses a office laptop to display and review an IRS tax notice. A male business financial consultant uses a office laptop to display and review an IRS tax notice.

If you get an IRS notice, don’t panic or ignore it.

Take these steps immediately and consider contacting a professional tax advisory to assist in the process.

Common IRS letter types and what they mean

What is a CP2000 notice?

This is sent when income reported by third parties (employers, banks, brokers) doesn’t match what was reported on your return. It proposes a change to your tax, but it is not a formal audit – it’s automated.

What is a CP14 notice?

This notifies you that you have a balance due on your taxes. It’s typically the first notice in a collection sequence.

What is a Letter 2202 / Letter 566 (audit notice)?

These indicate the IRS has selected your return for examination, either by mail (correspondence audit) or in person, and specify what documentation is being requested.

What is a CP3219A (Notice of Deficiency)?

This is a formal, legally significant notice proposing additional tax. It starts a strict 90-day window during which you can petition the U.S. Tax Court before the IRS can assess the tax.

What is a Letter 525 or Letter 915?

These are typically sent at the end of an audit, summarizing proposed adjustments and explaining your appeal rights if you disagree.

What is an LT11 / Letter 1058 (Final Notice of Intent to Levy)?

This is a serious collection notice indicating the IRS intends to seize assets or wages if the balance isn’t resolved, and it preserves your right to request a Collection Due Process hearing, but only if you act within 30 days.

Experienced leadership from Kaufman Rossin

Kaufman Rossin Principal Michael Kramarz leads the tax resolution practice. Michael has more than 15 years of experience as an attorney helping clients navigate the IRS, bringing direct experience with IRS examinations, the Appeals process, and collections. He represented the IRS in over 200 engagements in and out of Tax Court, most recently as a Special Trial Attorney handling the IRS Office of Chief Counsel’s most significant and complex Tax Court litigation.

Our professionals, including former IRS Revenue Agents and Revenue Officers, also have prior experience working at the IRS Office of Chief Counsel and in Tax Court litigation.

The team also includes Director Marisa Friedrich, J.D., who focuses on New York State residency and domicile planning and audit assistance — an area where New York’s tax authorities are notably aggressive with individuals moving in or out of the state — alongside Manager Moshe Zupnick, J.D., who focuses on IRS collections, penalty abatement, and federal tax resolution matters.

 

Our tax resolution & advisory services include:

  • Tax examinations
  • IRS liens and levies
  • Innocent spouse relief
  • Transfer pricing
  • Private letter ruling assistance
  • Pre-filing risk assessments
  • Proactive issue identification before they become disputes
  • Comprehensive review of past filings, including preparation of amended returns and identifying opportunities to reduce taxable income
  • Penalty abatements
  • Setting strategies to reduce clients’ tax liabilities
  • Foreign account disclosures
  • Pre-controversy audit readiness
  • Collection Due Process and Equivalent Hearings
  • Residency audits and residency planning
  • Representation before IRS Appeals, including Fast Track and Post Appeals Mediation
  • Collections assistance, including installment agreements and offers in compromise

Why Kaufman Rossin

Kaufman Rossin’s tax professionals can help you fulfill compliance requirements while leveraging the full tax planning benefits. As a member of Praxity, we have access to an international network of firms with local country expertise on transfer pricing policies and challenges.

We are a Top 50 firm with more than 700 employees, over 60 years of experience, and 25+ industries served. With offices in Florida, New York, and international locations, Kaufman Rossin has been recognized as a Best of Accounting firm for client satisfaction and ranked #1 Best Places to Work.