Tax matters require review of returns, accounts, notices and deadlines. The firm structures the response or appeal.
Tax advice or a disputed assessment?
Identify the tax, relevant period, addressee and kind of document received: an information request, notification or decision. Separate the principal amount, additions and payments already made. These facts help establish what needs reviewing before discussing a response.
Notifications and accounting records
Preserve the notice and evidence of receipt, returns, payment receipts and correspondence for the same period. Explaining the figures may require coordination with an accountant. The legal task and proposed responses should be agreed after the relevant documents have been reviewed.
Matters the firm handles
- Compliance
- Tax audit
- Adjustment disputes
- Appeals
How the firm can help
- Notice review
- Accounting review
- Response drafting
- Appeal
Documents to prepare
- Tax notice
- Returns
- Accounting records
- Correspondence and decisions
Discuss your situation
Support begins with reviewing the facts and available documents. The firm explains the options, risks and appropriate next steps before agreeing on the scope of work.
Book a consultationQuestions about your appointment
Should I send all accounting records in the first message?
Start with the subject and date of the document and any appointment shown. Agree on an appropriate channel before transmitting sensitive accounting files.
How are fees determined?
Scope, fees and expenses are discussed after an initial review. Ask what the agreement covers before work begins.
Can an outcome or duration be promised before review?
A general description cannot establish a guaranteed outcome or duration. The firm reviews the facts and records to explain your options and risks.