IRS Representation · Dallas–Fort Worth
IRS Representation in Dallas
I’m Krystal Le, CPA. If the IRS sent a notice, opened an exam, or started collections, I represent DFW small-business owners before the IRS — in Richardson, Texas, or virtual.
The difference
How we approach the work.
A seasonal preparer can file a return. Representation is different. I go on Form 2848, Power of Attorney and Declaration of Representative, so the IRS can speak with me about your matter. Publication 947, Practice Before the IRS and Power of Attorney, is the rulebook: Circular 230 practice is not the same as Form 8821, Tax Information Authorization, which is information-only. I file 2848 when I am actually representing you.
When a letter arrives, I read the CP or LTR number first. The IRS page “Understanding your IRS notice or letter” is organized that way. Common files I see: CP2000-style underreporter mismatches, balance-due bills, exam letters, and math-error notices. Send me a copy. I tell you whether this is a mismatch, a bill, or an exam — then I respond in writing. Correspondence and office exams sit at the small-business CPA level (Publication 556; Publication 1). I will represent you even if we did not prepare the year. I do not handle Tax Court or criminal tax.
Collections work stays inside Circular 230: installment agreements (Publication 594, Form 9465, Form 433-A/F/B when the IRS asks for a collection statement), penalty abatement, and catch-up filings. Missing returns live on tax preparation; I coordinate both because collections options usually require you to be filed-current. Liens, levies, and appeals stay in CPA scope (Publication 1660). I will not promise a lien release. Ongoing books or payroll problems that created the notice hand to bookkeeping or payroll. Structure questions that will repeat go to tax planning or S-Corp. A Texas entity that was never finished — no EIN, no books — starts on entity formation.
How it works
Five steps, start to finish.
Free consult + notice review
Bring the letter, the CP or LTR number, and the due date. A short consult is enough to tell you what the IRS is actually asking.Engagement + Form 2848
If I am the right professional, we engage and I file Form 2848 so the IRS can speak with me. Form 8821 is not a substitute.Transcripts and facts
I pull wage and income or account transcripts when we need the IRS’s version of the year, then match them to your records.Response / resolution
I file the written response, documentation, installment-agreement request, or penalty-abatement request the notice calls for — before the date on the letter.Follow-through
I stay on the account until the matter closes, then tell you what to change so the next year does not produce the same letter.
Who it’s for
Who this fits.
- CP or LTR letter: You opened an IRS envelope and need someone who will read the notice number before anyone calls the number on the page.
- Schedule C or 1099 exam: A correspondence or office exam on self-employment income, expenses, or a 1099 mismatch.
- S-Corp or LLC exam: The IRS is looking at the business return, officer compensation, or a K-1. I represent the entity and point salary issues to S-Corp when that is the fix.
- Balance due: A bill, not an exam. We talk collections options only after we know the amount and whether the return is correct.
- Unfiled years: You are behind. Representation and the returns are connected; I coordinate catch-up filings on tax preparation.
- Prior preparer disappeared: Someone else filed the year — or never did — and you need a CPA on Form 2848 now.
Pricing
Pricing explained before work begins.
Every engagement is scoped on the discovery call, then priced in writing before anything starts. What sets the scope:
- Type of IRS notice or exam
- Number of tax years in play
- Whether transcripts or catch-up returns are required
- Collections versus exam work
- How complete your records are
Already a client? A one-hour Tax Strategy session is $275, invoiced separately after booking. Book it here.
Questions
Common questions.
Can a CPA represent me before the IRS, or do I need a tax attorney?
A Texas CPA in good standing may practice before the IRS under Treasury Department Circular No. 230. I file Form 2848, Power of Attorney and Declaration of Representative, so the IRS can speak with me about your matter. That covers notices, examinations, and collections work at the CPA level. I do not handle Tax Court or criminal tax. If your case needs a tax attorney, I will tell you.
What should I do the day an IRS notice arrives?
Do not ignore the due date. Find the CP or LTR number on the letter — the IRS page “Understanding your IRS notice or letter” is organized that way — and send me a copy. Publication 1, Your Rights as a Taxpayer, is usually enclosed. Do not call the number on the notice and guess. A short consult is enough to tell you whether this is a mismatch, a bill, or an exam.
Do you only represent clients on returns LeCPA prepared?
No. If we prepared the return, we already stand behind that filing. This page is for DFW owners who need representation on a notice, exam, or collection issue even when another preparer filed the year — or when returns were never filed.
Can you set up an IRS payment plan?
Yes, when a payment plan is the right option. The IRS explains installment agreements on its “Payment plans; installment agreements” page and in Publication 594, The IRS Collection Process. Many requests use Form 9465, Installment Agreement Request. You generally need to be filed-current. I will not invent a monthly payment or promise a plan the IRS has not approved.
What if I have not filed in several years?
We help DFW clients catch up. The IRS typically wants the recent unfiled years, and we can request wage and income transcripts when documents are missing. Representation and the returns are connected: collections options usually require you to file. The return work lives on our tax preparation service; I coordinate both.
Do I have to come to the office?
No. I serve all of Dallas–Fort Worth and work virtually with a secure portal. If you want to sit down with the letter, the office is in Richardson, Texas, Monday–Friday 9:30 AM–5:00 PM CT. Call (469) 987-0618 or book a discovery call.
From a client.
This is my second year working with Krystal and her team. They are very professional and thorough with their income tax preparation. They answered our questions in a timely manner and are very knowledgeable.
Talk it through with Krystal.
Fifteen minutes on what you need and whether LeCPA fits. Krystal calls you.