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.