Your Tax Notice Resolution Agent Drafts Every Response for Review
The AgentWorks Tax Notice Resolution Agent takes the research and first draft of every IRS and state notice off your CPAs and tax staff. It acknowledges the client who forwarded the notice, identifies the notice type, pulls the return and payment history, drafts the response with supporting documents and puts it in front of the CPA well before the response deadline, so your people spend their time advising clients instead of rebuilding the same response from scratch.
What it takes off your plate
Notices arrive with a deadline already running. A client forwards a photo of a letter, sometimes weeks after it arrived, with a worried note. Someone at the firm has to work out what the notice is, pull the return it refers to, pull the payment history, and compare what the agency says with what was filed and paid.
Notice codes change, so the research starts over each time. The response deadline goes into someone's calendar and stays there only as long as that person remembers it. Penalty abatement requests need a clear narrative, and writing one well takes a senior person a good part of an afternoon. The same notice types come back every season, yet every response starts from a blank page. Meanwhile the client calls twice asking whether they should be worried, and the CPA who should be reviewing returns is on the phone reassuring them.
What the Tax Notice Resolution Agent does, step by step
The Tax Notice Resolution Agent starts with the client, because a notice is a worry before it is a workpaper.
- Acknowledges the client. When a client forwards a notice, the agent replies that the firm has it, names the response deadline and says who at the firm will be in touch. It asks for any pages or envelopes that are missing.
- Asks for what the file lacks. If a payment confirmation or correspondence is not on file, the agent requests it from the client and follows up until it arrives.
- Keeps the client updated. When the CPA approves and sends the response, the agent tells the client what was sent and what happens next.
- Identifies the notice. Behind those messages, the agent reads the correspondence, identifies the notice type and tax period, and records the response deadline on the engagement.
- Pulls the return and payments. It gathers the filed return from the tax software, the payment history, and any prior correspondence for that period.
- Calculates the correct balance. It compares the agency's figures with what was filed and paid and shows where they agree and where they differ.
- Drafts the response. It prepares the response letter or abatement request in your firm's approved language, with the supporting documents attached, and routes it to the CPA for review.
Whether to agree, dispute or request abatement is the CPA's decision, and the CPA reviews, edits and signs every response. The agent researches and drafts; the professional decides.
Where the work is recorded
An agent that cannot record its results is a chatbot. The Tax Notice Resolution Agent writes its work where your team already looks.
In the CRM, each client has a record of the notice, every message to and from the client, the deadline and the status: researching, with the CPA, sent, closed. When the client calls, whoever answers sees the thread and picks up from the last message. The notice and every supporting document are stored where the Document Agent keeps client files.
In the tax software, the draft response, the balance calculation and the source documents sit with the return they refer to. The next morning the CPA opens one list of notices ordered by deadline, each with a draft ready to review. When a notice traces back to underpaid estimates, the fix for next year sits with the Estimated Tax Calculations Agent.
What your people do instead
Your CPAs review, decide and sign, and spend the saved time on the conversation the client actually needs: what the notice means, what it will cost, and how to avoid the next one. Your tax staff stop searching old returns and payment records and move on to preparation work.
The client with the letter on the kitchen table hears from the firm quickly and knows who is handling it. Client service and client satisfaction are the human job. The AgentWorks Tax Notice Resolution Agent keeps the research, the drafts and the deadlines moving around them.
Find out where to start
Notice resolution is one workflow; your firm may have a louder one, like tax intake or bank reconciliation. The free Industry Assessment for accounting firms shows which workflow an agent should take first, and the accounting industry page walks through the agents built for CPA practices.
See where the Tax Notice Resolution Agent would start in your accounting business.
I'm Rachel, the Accounting ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
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