Diagnose
Review transcripts, notices, returns, accounts, deadlines, and prior communications.
IRS representation
A tax problem becomes more manageable when the facts have a direction.
Notices, unfiled returns, audits, balances, and collection pressure can make people freeze. We begin by organizing what happened, identifying what the IRS is asking, and building a responsible path forward.
1
Understand the notice, history, deadlines, and records.
2
Stabilize immediate risks and communication.
3
Resolve the issue through the available process.
4
Rebuild a tax system that reduces repetition.
You do not need to arrive with everything organized
Bring the letters, the questions, and the honest version of what happened.
Tax problems are often made harder by fear, delay, missing information, or years of decisions that no single person fully understood. Judgment does not solve that. A clear inventory can.
We will not promise a specific outcome before understanding the facts. We will explain the process in plain English, identify what information is missing, and clarify which options deserve serious evaluation.
Professional credential and relationship
Enrolled Agent representation, with a clearly defined engagement.
Level 3 Tax and Advisory LLC provides tax preparation, tax planning, business consulting, and representation before the IRS for individuals, families, and businesses.
The IRS describes enrolled agents as having unlimited representation rights before the IRS, including audits, payment and collection issues, and appeals. Practice before the IRS is governed by Treasury Department Circular 230.
No professional relationship or responsibility for a deadline begins until Level 3 accepts the engagement and the parties agree to its scope and terms.
A disciplined representation process
Calm is created through preparation.
Prioritize
Separate immediate obligations from issues that can be addressed in sequence.
Represent
Communicate through the proper channels and document the facts supporting the position.
Prevent
Create filing, payment, and planning habits designed to keep the same problem from returning.
Start with the real situation
You do not need a perfect explanation. You need a place to begin.
Our questionnaire will help organize the type of issue, timing, notices, missing filings, and the outcome you are trying to reach.
Begin the IRS questionnaire