Inquiry
An initial question or clarification from the IRS.
Tax
Make sense of an IRS matter and the response it requires. Notices, filings and supporting records brought together for appropriate professional representation.
Discuss your priorities
The wider perspective
Financial decisions depend on more than a set of numbers. We connect the underlying records, the purpose of the reporting and the tax or commercial questions that sit alongside them. The result is a clearer basis for management, owners and their advisers to act.
Start with the nature of the contact.
Practical support
We review the notice and filing history, reconcile the supporting records and coordinate the response through appropriately authorised tax professionals.
A notice and deadline tracker, supporting records and an agreed response strategy.
We agree the specific work and deliverables after reviewing your circumstances.
Discuss my situationExpertise in context
The work, organised around your priorities.
An initial question or clarification from the IRS.
A closer look at a reported position or related facts.
A request for records, explanations or supporting materials.
In practice
An operating company has received IRS contact or expects a procedural interaction. IRS representation coordinates the authority-facing work; business tax, controversy and accounting sit with the underlying position and the record.
An individual or family faces IRS correspondence or examination. IRS representation holds the authority-facing channel; private-client tax, controversy and international questions sit with the personal tax position where they arise.
IRS contact attaches to a transaction or a cross-border reading. IRS representation organises the procedural response; transaction or international tax, controversy and accounting sit with the underlying issue and the record.
Working together
Make sense of an IRS matter and the response it requires. Notices, filings and supporting records brought together for appropriate professional representation.
The accounting period, relevant entities and intended users determine what information matters.
Start with the nature of the contact.

From perspective to action
IRS contact is authority-facing. The work still depends on the underlying tax reading — business, private-client, international, transaction, foreign-asset reporting or controversy where those capabilities belong. Representation organises the channel; it does not replace the tax analysis.
The engagement begins with a shared view of the questions to resolve, the work to be delivered and who is responsible. As the matter develops, the plan can be reviewed against new information and changing priorities.
Explore your next stepSee the connections
Before a response is organised, the contact has to be read: who is contacting, what issue is named, which period or event is involved, what information is sought, where the matter sits procedurally, and what response is actually required.
We identify the dependencies early, so the relevant professionals can work from a shared understanding of the objective and the information available.
Talk through the connectionsDesigned for the next decision
The exact scope and deliverables are agreed for your circumstances. The aim is to make the relevant information, choices and responsibilities clear.
Before we speak
A complete file is not needed for an initial enquiry. Tell us what you want to achieve, the countries involved and any relevant dates.
Relevant agreements, correspondence, key dates and your intended outcome.
Start a conversationRelevant agreements, correspondence, key dates and your intended outcome. We will identify what needs to be clarified before agreeing the engagement.
Accounting, tax and cash flow can describe different aspects of the same transaction. Those differences need to be understood before a decision is made.
The relevant professionals review the circumstances, available information and dependencies. Scope, responsibilities, fees and the timetable are then agreed for the specific engagement.
Your next move