If you received a notice showing an additional balance due (after you already filed and/or paid), don’t ignore it. These balances can come from IRS/FTB adjustments, missing payments, mismatch items, penalties, or interest that continued to accrue.

WHAT THIS USUALLY MEANS

An “assessed balance due” typically happens when the IRS or state:

• Adjusted something on the return (even a small mismatch)

• Didn’t apply a payment correctly (or couldn’t match it)

• Added penalties/interest due to timing

• Issued a correction after processing your return

WHAT TO DO FIRST (BEFORE YOU PAY)

Please gather:

• The full notice/letter (all pages)

• Proof of any payments already made (bank/IRS confirmation)

• Your filed tax return for that year (if a new client)

• Any supporting documents referenced in the notice

HOW WE CAN HELP

Choose the option that matches your situation:

Option A: Review & Action Plan

We review the notice, confirm what triggered the assessed balance, and tell you the best next step:

• Pay as-is

• Respond/appeal

• Request penalty abatement

• Trace missing payments

• Amend or correct filings (if needed)

Option B: Representation & Resolution

If the notice requires a formal response, follow-up calls, payment tracing, or ongoing handling, we can represent you and manage the resolution process end-to-end.

UPLOAD YOUR DOCUMENTS

Upload your notice(s) and supporting documents to your client portal, then email your tax professional or guestservices@richardcolins.com directly so we can route it correctly.

Include the following subject line so we can best assist you:

Subject line to use: Additional Assessed Balance Due - [Tax Year] Your Name

Important note:

Notices are time-sensitive. Missing response deadlines can increase penalties/interest or limit available resolution options.

This page is for educational purposes only and does not constitute tax or legal advice.