Facing an IRS Issue? We Can Help.
Receiving a letter from the Internal Revenue Service can be one of the most stressful experiences for any taxpayer. Whether it is a simple notice requesting additional information, a proposed audit, or a collections action for unpaid taxes, having an experienced CPA on your side makes a significant difference in the outcome.
At E Alex Ortiz, CPA, PA, we provide professional IRS representation for individuals and businesses throughout Miami-Dade County. As a licensed CPA, our firm is authorized to represent you before the IRS on all tax matters. You do not need to face the IRS alone, and in most cases, you do not need to communicate with them directly at all – we handle it for you.
IRS Audit Defense
If you have been selected for an IRS audit (also called an examination), prompt action is essential. We review your tax return and supporting documentation, identify the specific issues the IRS is examining, prepare organized responses, and represent you at the audit – whether it is conducted by mail (correspondence audit), at a local IRS office (office audit), or at your place of business (field audit).
Our goal is to resolve the audit with the best possible outcome while protecting your rights as a taxpayer. We know what documentation the IRS expects, how to present your case effectively, and when to push back on unreasonable positions.
IRS Notices & Letters
Not every IRS letter is an audit. Common notices include proposed changes to your return (CP2000), balance due notices (CP14), identity verification requests (5071C), and refund adjustment notices. Each type of notice has specific deadlines and response requirements.
We review the notice, determine if the IRS position is correct or if there is an error, prepare an appropriate response with supporting documentation, and follow up until the matter is resolved. Many IRS notices can be resolved quickly when handled properly – but ignoring them or responding incorrectly can escalate the situation.
Payment Plans & Installment Agreements
If you owe taxes that you cannot pay in full, the IRS offers several payment options. We negotiate installment agreements on your behalf, analyze whether you qualify for an Offer in Compromise (settling your tax debt for less than the full amount owed), request Currently Not Collectible status when appropriate, and ensure that collection actions such as liens and levies are addressed.
The key is to act before the IRS escalates collection efforts. The sooner you engage a representative, the more options are available to resolve the situation.
Penalty Abatement
IRS penalties can add significantly to your tax bill. We identify situations where penalties can be removed or reduced through reasonable cause arguments, first-time penalty abatement requests, or statutory exceptions. Common penalties we address include failure-to-file penalties, failure-to-pay penalties, estimated tax penalties, and information return penalties (including FBAR penalties for our international tax clients).
Back Tax Returns & Compliance
If you have unfiled tax returns from prior years, we help you get back into compliance. We prepare delinquent returns, negotiate with the IRS regarding any resulting balances, and develop a plan to prevent future filing issues. Whether you missed one year or several, the most important step is getting started.
For Miami residents with international tax obligations, back tax situations can be particularly complex due to additional information returns (FBARs, Forms 8938, 5471, etc.). We have extensive experience bringing clients into compliance with both domestic and international filing requirements.
Do Not Wait – Get IRS Help Today
If you have received an IRS notice, are facing an audit, or need to resolve a tax debt, contact us immediately. Early action leads to better outcomes.