Observed arrival · 2026-11-06
Tax Notice Assistant turns tax letters into review-ready memos
The site says tax professionals can upload IRS or state tax notices to extract key facts and deadlines, get a plain-English explanation, and draft a client memo for review.
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- CPAs, enrolled agents, tax attorneys, and preparers
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- The sample is a 2024 CP2000 proposal for $2,847, with a 30-day response window; uploads accept PDF, JPG, PNG, or WEBP up to 10 MB.
Field notes
The sample walks through an IRS CP2000 notice for tax year 2024 and frames the proposed amount as an income-underreporting issue, not a finalized bill. The page lists IRS, California FTB, and New York DTF coverage, and gives a 30-day CDP hearing window as an example of a rights deadline. It also says the memo can be edited onto a firm's letterhead after review.
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