YOUR PRIORITY REVIEW IS COMPLETE
Your Review Identified a Matter That May Require Additional Action.
Your Tax Control Priority Review™ helped identify what the tax communication is about and what requires attention. Based on that review, additional professional work may be appropriate.
The next step is to determine what type of assistance, if any, is appropriate for your specific situation.
Review My Next-Step Options
Why You've Been
Your Priority Review was designed to explain the tax communication you submitted and identify the issues requiring attention.
In your case, the review indicates that the matter may require additional analysis, corrective work, response assistance, or another professional service beyond the scope of the initial Priority Review.
That does not automatically mean every possible service is necessary.
The purpose of this next step is to determine what actually applies to your situation before additional work is recommended.
What May Need to Be Evaluated Next
The Notice
What the taxing authority is requesting and whether additional action appears necessary.
Underlying Records
Whether returns, payment records, transcripts, bookkeeping records, or other information may need additional review.
Response Options
Whether a response, clarification, documentation, correction, or other action may need to be considered.
Amounts at Issue
Whether additional analysis of the tax, penalties, interest, adjustments, or balances shown may be appropriate.
Deadlines
Whether dates contained in the communication affect what needs to happen next.
Professional Services
What additional service, if any, is appropriate based on the circumstances.
Keep the wording deliberately neutral.
What Happens Next
01 — REQUEST
Request Your Next-Step Review
Complete the short form below so we know you would like to proceed.
02 — EVALUATE
We Determine the Appropriate Path
Your Priority Review findings and relevant information are considered to determine what additional service, if any, should be recommended.
03 — DECIDE
You Review the Recommendation
If additional work is appropriate, you'll receive information about the proposed next step, including the applicable scope and fees, before deciding whether to proceed.
No additional work begins merely because you complete this form.
What This Request Does — And Does Not Do
THIS REQUEST DOES:
✓ Tell us you want your next-step options evaluated
✓ Allow us to determine what additional service may be appropriate
✓ Provide updated information that may affect the recommendation
✓ Give you an opportunity to decide whether to proceed after the next service is defined
THIS REQUEST DOES NOT:
✕ Automatically engage us for IRS/state representation
✕ Authorize us to contact a taxing authority on your behalf
✕ Guarantee that a balance, penalty, interest charge, or tax assessment can be reduced or removed
✕ Automatically include amended returns, correspondence, appeals, bookkeeping, research, calculations, or other additional work
✕ Extend or suspend a deadline appearing on a tax notice
Request My Next-Step Review
Complete the information below. You do not need to repeat everything you already provided during your Priority Review.
If additional documents are required, we'll provide instructions for submitting them securely.
