Paradise Valley Proactive IRS/State Notices Handling: Stay Calm, Comply

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Receiving a letter from the IRS or Arizona Department of Revenue (ADOR) can be stressful—but it doesn’t have to be a crisis. Whether it’s a simple math correction or a more serious compliance issue, the key is prompt, informed action.

At Concierge Consulting & Accounting, PLLC, we work with Paradise Valley clients to respond swiftly and strategically to IRS and state notices, helping them avoid penalties, reduce tax liabilities, and maintain peace of mind.

Why You Might Get a Tax Notice

Tax notices are more common than most people think. You might receive a letter due to:

  • Math errors or mismatches between filings
  • Unreported income (e.g., from 1099s, K-1s, or W-2s)
  • Late filings or missing returns
  • Unpaid balances or penalties
  • Sales tax or payroll tax discrepancies
  • Audits or information requests

The IRS and ADOR use automated systems to cross-check information, so even honest mistakes or timing issues can trigger a notice.

Common IRS and Arizona Tax Notices We Help With

  • CP2000: Income mismatch between your return and third-party reports
  • CP14: First notice of unpaid taxes
  • CP501/CP503: Collection notices
  • Letter 5071C: Identity verification
  • Arizona Transaction Privilege Tax (TPT) errors or late filings
  • Non-filer notices for businesses that missed deadlines

If you receive any letter from the IRS or state, do not ignore it—even if you think it’s wrong. Most notices come with a deadline to respond, and silence can escalate the issue.

Our Process for Paradise Valley Clients

When you bring us a notice, we:

  1. Review the letter in detail to understand what the agency is asking for
  2. Cross-reference your tax records to verify the accuracy of the claim
  3. Draft a professional response with supporting documentation
  4. Negotiate with the IRS or ADOR if needed for penalty abatement or payment plans
  5. Ensure long-term compliance so the issue doesn’t repeat

Whether you’re an individual, LLC, S-Corp, or trust, we tailor our approach to your tax profile and goals.

Benefits of Working With a CPA vs. DIY Responses

  • Avoid unnecessary payments or overcorrection
  • Catch agency errors or misunderstandings
  • Protect your rights in audit or appeal situations
  • Save time and reduce stress
  • Leverage penalty relief strategies (such as first-time abatement)

As a licensed CPA firm serving Paradise Valley, we’ve handled hundreds of notices—from minor clerical issues to full-scale audits.

FAQs: IRS and State Tax Notices

Can I ignore a notice if I already paid?

No—always confirm that the IRS or state has correctly credited your payment. Payments can be misapplied, especially if reference numbers were incorrect.

What if I disagree with the notice?

You can dispute it, but you must do so by the deadline. We’ll draft a formal response and provide backup documentation to support your position.

Will the IRS call me?

Generally no—most initial communication comes by mail. Be cautious of phone calls claiming to be from the IRS, as they are often scams.

Stay Calm. We’ve Got This.

If you’re in Paradise Valley and received a tax notice, don’t panic. Most issues can be resolved smoothly when handled promptly by a CPA.

📞Call today at (480) 372-2543 to schedule your free estimate!

Please call or email us for more information and questions.

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Jocelyn Sihathep (Jo1)

Office Manager

We have a Sun Devil in the house! We are honored to add to our team, Jo. She is a graduate of Arizona State University (Fear the Fork) and is looking to broaden her knowledge and understanding of business and accounting.

She is the engine of our fine-tuned machine. Her “can do” attitude, commitment to customer service and outstanding organization skills allows us to focus on what matters most, our clients. She is amazing with technology and strives for excellence. She embraces the entrepreneurial spirit and is a great asset to our team.

Jocelyn Weatherley (Jo2)

Accountant

Jo was previously an accountant for a $60M company and their 13 subsidiaries. She is in charge of our accounting and bookkeeping department and serves our clients on their time schedule. Whether it is weekly, monthly or quarterly she helps provide reliable, useful and accurate information to our clients on their terms.

Jo performs full accrual accounting and is responsible for reconciling all accounts, journal entries, month end closing procedures and preparation of internal financial statements and analytics. She also assists in the preparation of sales and payroll tax returns. She holds a wide range of knowledge, from QuickBooks to travel (she spent most of her life in the UK), she’s your girl. She is excited to join the CCA team and ready to conquer tax season head on!

Dixie Cary

CPA and Tax Manager

Dixie is a Minnesota CPA and experienced accountant. She has over 25 years of accounting in both audit and tax, but her passion is tax. After years in the cold, she decided to leave the mid west and find a new home in Sunny Arizona. We are so happy that Dixie has joined our team.

Dixie leads and manages our entire tax department. She assists and leads a team through our busiest times while delivering quality, complete and accurate tax services for our clients. She is proficient in preparation, planning, and education of federal and state income taxes for individuals, businesses, estates, trusts, and exempt organizations.

Theresa Elaine Valade

CPA and Managing Partner

Theresa Elaine Valade, CPA, is a highly accomplished Arizona-licensed Certified Public Accountant and founder of Concierge Consulting and Accounting, PLLC. Recognized by Forbes as one of the Top 10 CPAs in the state, she brings over 27 years of expertise in audits, reviews, compilations, tax strategy, business consulting, and fraud investigations, with specialized experience in nonprofits, real estate, hospitality, and financial services. A former Arthur Andersen auditor and tax partner at Moffitt & Company, Theresa has led high-profile engagements, including one of Arizona’s largest fraud investigations and IRS training audits, and frequently represents clients in mergers, acquisitions, and complex tax matters. Her firm consistently earns the highest peer review ratings, and she is a sought-after public speaker on tax reform, fraud prevention, and business operations. Committed to client success, Theresa combines technical excellence with a relationship-focused approach, guiding businesses and individuals through every stage of growth and transition.

Her areas of specialization are business consulting and advisory, audits, income tax planning and preparation, and IRS audit representation. Her industries of specialization are nonprofits, real estate, hospitality, franchises, mortgage banking and brokering, title insurance, escrow, health, and beauty.

Theresa’s also had the honor of being named 2020 CPA firm of the year for her commitment and service to her clients during the challenges imposed by the COVID-19 pandemic. Putting passion and personalization at the forefront Theresa has led her firm to excellence by not only providing measurable results for clients but making them feel well taken care of during times of great uncertainty.

Theresa is also a member of the prestigious, Arizona Society of CPAs, ASCPA, 100% Membership Club. It is an honor to be part of this club that exhibit’s a high level of commitment to the Arizona Society of CPAs. We are privileged to be able to convey to our clients, staff, and colleagues of Theresa’s significant commitment to the CPA profession. She is also a member of the American Institute of certified public accountants.