Alidade does not represent clients before the IRS

Alidade does not represent clients before the IRS. This template is a working document you complete on your own or with Alidade's administrative support. When representation is required, we route you to a credentialed partner; their engagement, pricing, and retainer happen with you, separately.

Working template · v.1

Tax Resolution Action Plan

Pick the notice, fill in your facts, and name the missing documents. Every row carries a three-fact provenance label — Document, Client-reported, or Missing — so you can scan provenanced rows at a glance. The plan ends with the referral decision and a link to the partner directory for that credential.

What you get

A named-issue paragraph (notice + year + dollars)
A missing-documents checklist pre-loaded from your notice
Realistic deadlines computed from the notice date
A referral flag (Enrolled Agent / CPA / Tax attorney / Not required)

Provenance

The three-fact convention.

Every row in the editor is tagged with where its value came from. The convention is short, plain-language, and scannable — three labels, repeated down the plan, so the customer can tell at a glance which facts they trust to act on.

How the three facts work

Verified from document
The notice itself, an IRS transcript, or a printed form shows this fact — date, deadline, or document name.
Reported by client
You told us this in the intake (a chosen resolution path, a hardship, an amount you have paid).
Missing
We don't have it yet — the plan flags it so the next step is gathering it.

How to read itClick a pill in the editor to cycle a row through the three states, or leave the seed unchanged — provenanced rows survive a reload.

Notice template

Pick the notice you received

The checklist, deadlines, and referral flag pre-load for the notice type you select. You can override every field before sharing the plan.

First billing notice from the IRS. The matter is unpaid tax, interest, and penalties — respond before enforced collection starts.

Recommended referral: Enrolled Agent

1 · The named issue

What this matter actually is

The single sentence that names the notice, the year, and the dollar value behind the matter. Every other section refers back to this.

Notice number

Notice date

Deadlines calculate from this date.

Named issue

Click the pill to flag the source — Document (the notice itself), Client-reported (you told us), or Missing.

2 · Missing documents checklist

What you still need to collect

Pre-loaded from CP 501 — Balance due. Tick what you have, edit the labels, and add whatever is specific to your matter.

3 · Realistic deadlines

Steps with dates and the person responsible

Deadlines calculate from the issue date above. Negative offsets are useful for prior-year catch-up steps (e.g. file last year's return 21 days before responding).

Step	Offset (days)	Resolved date	Owner	Provenance
		—
		—
		—

4 · Referral flag

Who needs to do the representation work

Default recommendation comes from CP 501 — Balance due. Override if your call differs from the suggested path — the routing decision in section 4 sets what happens next.

Named-issue provenance

Verified from document

Mirrors the pill in section 1 — change it there if the named issue came from a different source.

Enrolled AgentCPATax attorneyNot required

Reason

When this flag is set, route to /partners for the referral.

Go to partner directory

Drafts auto-save to this browser only — nothing is sent anywhere.

How the flag maps to a route

Enrolled Agent
Routine installment agreements, currently-not-collectible status, many CP 500-series responses.
CPA
Multi-year return preparation tied to an open balance; small-business compliance alongside the collection matter.
Tax attorney
Collection Due Process hearings (LT 11, Letter 1058), lien/levy appeals, statutory defenses.
Not required
Routine responses you can complete on your own with the intake and document checklist.