The Taxpayer Compliance Report
Every review results in a formal written report.
This report documents your tax situation in detail so you can clearly understand:
• where you stand with the IRS
• what actions have been completed
• what remains unresolved
Emphasize depth
Reports are structured, sectioned, and written for clarity. They are not summaries, checklists, or automated outputs.
Findings are based on IRS rules and available records at the time of review.
What the report includes
Depending on scope, reports document:
•applicable federal requirements
•IRS account status
•actions that should exist by now
•actions that are verifiable
•missing or unverified items
•remaining procedural obligations
Each report is scoped and finalized for the defined review period.
How the report is used
Clients use reports to:
•understand where they stand
•confirm professional work
•decide whether to continue, change, or proceed independently
•support discussions with firms or agencies
The report does not instruct.
It informs.
