Turn tax notices into client-ready memos.
Upload any IRS or state tax notice. In under a minute, get the extracted facts, a plain-English explanation, every critical deadline, and a draft letter ready for your review.
Underreported Income
Internal Revenue Service
$2,847
proposed additional tax
The IRS matched the tax documents it received from banks and employers against your client's return and found income that doesn't appear on it.
This is a proposal, not a bill. Your client can agree, disagree, or show the income was already reported — but silence means the amount becomes final.
Sample data — upload a real notice to see your own breakdown.
Every breakdown reviewed by you before a client sees it
How it works
Three steps from mailbox to memo
Drop in the notice
Upload a scanned notice, a photo of the letter, or the PDF your client forwarded. PDF, JPG, PNG or WEBP, up to 10 MB — nothing to fill in first.
The facts come out
The notice code, tax year, balance due and issue date are pulled off the page, along with every response and payment deadline and the rights window that follows — like a 30-day CDP hearing.
A memo you can send
A calm, plain-English client letter arrives with your client's name and your name and firm already filled in, ready to drop onto your letterhead after you check it.
How it saves you time
A notice used to cost you 30–45 minutes. Now it costs a review.
The reading and the writing are the slow parts of an IRS notice — not the judgement. Here is the same notice, worked the old way and worked through Tax Notice Assistant.
The manual way
30–45 min- Squint at the notice until you know which code it is and why it was really sent — 10–15 minutes.
- Cross-reference the IRS manuals and your notes from last year to confirm the actual response window.
- Write an email that explains it without frightening the client, then answer "so what do I do?".
And that is before the client calls back, or the notice turns out to be one of the ones with a 90-day clock.
With Tax Notice Assistant
under 30 sec- Drop the file. Nothing to fill in first — the reading is done for you.
- Skim a finished draft instead of starting from a blank page.
- Check the facts, sign, send. Your review is the whole job.
You still check every fact against the original notice before anything goes out — you just start from a finished draft instead of a blank page.
~6 hours a week
Back on your desk at ten notices a week, at 35 minutes each.
0 manual lookups
Response windows and rights deadlines arrive with the breakdown.
Minutes, not half an hour
Checking a finished draft is the only step left.
For firms
Hand the prep down. Keep the review.
The first pass on a notice is the part that doesn't need your most expensive person. Tax Notice Assistant makes that pass something a junior staffer or an admin can finish, so senior time goes to judgement and advice.
Prep doesn't need a senior
A junior staffer or admin can run the upload and pull the breakdown. The plain-English explanation and memo draft don't require someone who has already read the notice cover to cover.
You review, not rewrite
The reviewer checks the amounts, the dates and the strategy against the original notice and signs the memo. That judgement is the part worth paying for — and it takes minutes, not half an hour.
Billable hours stay billable
Deciphering notice codes isn't billable work; advising a client is. The research moves off your senior staff's desk so their hours go back to the clients who are paying for them.
Privacy & security
How We Protect Your Firm & Clients
You already promise clients discretion. Here is exactly what happens to a notice once it leaves your desk and enters this tool: what we keep, what we delete, and what we never do with either.
Questions about any of this? Ask before you upload — we would rather answer than assume.
The letter itself is thrown away
An upload is read once, in memory, to build the breakdown — the file is never saved. What's left afterward is only the breakdown you saw, sitting in your private history, and you can delete it whenever you like.
Nothing you upload trains an AI model
Your notices and your clients' names are not used to improve or train any AI model, ours or anyone else's. They are read to produce your breakdown, and that is the end of it.
Your history is yours alone
Data travels and sits encrypted, and a saved breakdown can only be opened by the signed-in account that created it. No shared drives, no staff-wide folders unless you put them there.
Nothing reaches a client without you
The tool produces a draft: the explanation, the dates, the memo. Checking the amounts and dates against the original notice, and deciding what your client sees, stays entirely with you.
Plans
Free trial
Try it on real notices
$0
1 notice total
- Plain-English breakdowns
- Deadlines & next steps
- Client memo drafts
Solo
For independent preparers
$40 / month
20 notices / month
- Everything in trial
- Saved notice history
- Memos with your name & firm
Most popular
Practice
For busy seasonal practices
$99 / month
150 notices / month
- Everything in Solo
- 7× the volume
- Priority support
Firm
For multi-preparer firms
$249 / month
Unlimited notices
- Everything in Practice
- Unlimited notices (fair use)
- Onboarding call