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Received a letter from the IRS? TFX can help you resolve it
At TFX, we stand firmly behind every tax return we prepare. However, 0.5% of all tax returns submitted to the Internal Revenue Service (IRS) are rejected/questioned. If you received a notice from the IRS, we offer an IRS letter review service to help you understand the notice and take the appropriate next steps to resolve the issue and return to compliance. Our tax professionals will:
Analyze the nature of the IRS letter
Explain what the IRS is requesting or proposing
Advise on the most suitable next action, which may include:
Filing an amended return.
Contacting the IRS on your behalf at both the state and federal levels — our IRS representation service.
No action required if the notice is informational or already resolved.
Note: If the IRS notice does not specify a reason for the change or adjustment, we generally recommend that you call the number on the notice yourself and ask the IRS agent to send a written explanation. If you prefer, we can handle this administrative task on your behalf through our IRS representation service, which is billed by the hour.
TFX did not prepare your original return
If you are a new client and your return was prepared elsewhere or self-prepared, you can:
Request the IRS letter review service through your TFX account if you've received an IRS notice.
Request the Prior return review service if you haven’t received a notice but believe your past return may contain errors or missed deductions.
For detailed instructions, refer to:
❗ Important note: The fee for reviewing an IRS letter and your self-prepared return is $250. If you decide to move forward with amendment preparation or engage our IRS representation service — we will call the IRS on your behalf, this fee will be applied as a retainer toward the total cost of those services. Simply inform your tax preparer if you decide to engage TFX services.
TFX prepared your original return
If you are an existing TFX client and received an IRS notice about a return we prepared or discovered an issue in a previously filed return, you can submit a Previous return issue (PRI) report in your TFX account to initiate a review. For more information, see:
Submit a Previous return issue report
Watch a short video on how to submit a Previous return issue report (PRI) and how to manage it:
To report an issue with a prior return prepared by TFX, follow these steps:
Navigate to the Previous return issues section and click Create new report.
Specify the tax year of the unapproved return.
Select the name of the tax preparer who worked on your return.
Note: if the name is not on the list, select Other, and the report will be assigned to our Management.
Upload relevant documents, such as a copy of IRS or state tax authority letters, forms you prepared yourself, etc. Click Choose files > Upload more... > Submit.
If you prepared any tax forms yourself, specify them.
Describe the issue and click Submit.
Pay the $250 bill.
⚠ Note: A $250 prepayment is required only if you self-prepared any tax forms. If an amendment is warranted, $250 will be applied toward the amendment fees.
After 2-3 business days, our tax team will review your report and contact you via email with the next steps.
If an amendment is warranted, you will receive an Engagement Letter (EL) outlining the exact amendment cost.
To report another issue with a different tax year, create a new report. Repeat steps 1 through 7.
Note: If you've submitted a PRI report and haven't heard from our tax team within 3 days, please contact our Customer Success team. They will try to speed up the review process.
Manage Previous return issue reports
You can access your PRI report submissions in your TFX account. Once the issue is resolved, you will receive an email.
To view information about a report:
Navigate to the Previous return issues page and click Open Report.
If you submitted a report in error, click Resolve Report, and your tax preparer won't work on it.
