IRS Case Review

IRS Case Review—So you can get your life back | The Addison Collective

You just made the right call. Let's get to work.

YOUR NEXT STEPS

STEP 1 — Download your Intake Form

Your Client Intake Form is attached to this confirmation. Download it, complete every section, and sign the acknowledgement on the last page.

STEP 2 — Locate your IRS letter

You will need the letter itself, the notice number (top right corner), the date on the letter, and your response deadline.

STEP 3 — Send your documents using one of these two options:

✉ OPTION A — Email:

Send your completed intake form and IRS letter to:

info@theaddisoncollective.com

Subject line: CASE REVIEW — [Your Full Name] — [Notice Type]

Example: CASE REVIEW — Jane Smith — CP2000

📁 OPTION B — Secure Upload:

https://drive.google.com/drive/folders/1jAbvQ5X47zkIn1sgC-T0CS6gEphQn87F?usp=drive_link

WHAT HAPPENS NEXT:

Once your intake form and IRS letter are received, Arnika will personally review your documents within 2–3 business days. You will receive a written assessment by email explaining what your notice means, what the IRS is requesting, what your options are, and which service level applies to your situation.

⚠ If your IRS response deadline is within 7 days — write URGENT and your deadline date in the email subject line.

Questions? Email info@theaddisoncollection.com or call/text 205-623-7562.

_______________________________________________________________________________________________

Arnika Andrea Addison

Tax Preparation Professional · PTIN Holder

The Addison Collective · Clarity. Strategy. Peace of Mind.

IMPORTANT: This is a tax preparation and document review service. It does not constitute legal advice or representation before the IRS. No specific outcome is guaranteed.