ADDITIONAL ASSESSED BALANCE DUE

Received a Notice Showing an Additional Balance Due? Read This First.

If you received a notice showing an additional balance due after you already filed and/or paid, do not ignore it. These notices are common and often fixable—but they are time-sensitive. An additional balance due may appear even if you believe everything was filed and paid correctly. 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 agency:

  • 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

⚠️ Important: This does not automatically mean you did something wrong.

What to Do First (Before Paying Anything)

Please gather the following:

  • The entire notice or letter (all pages)

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

  • A copy of your filed tax return for that year (if you are a new client)

  • Any supporting documents referenced in the notice

👉 Do not pay the notice until it has been reviewed, unless the deadline is imminent and you’ve been advised to do so.

How We Can Help

Once we review your notice, we’ll recommend the appropriate next step.

Option A: Review & Action Plan

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

  • Identify why the balance was assessed

  • Confirm whether the amount is accurate

  • Advise the best next step, such as:

  • Paying as-is

  • Responding or appealing

  • Requesting penalty abatement

  • Tracing missing or misapplied payments

  • Correcting or amending filings (if needed)

Option B: Representation & Resolution

If the notice requires:

  • A formal written response

  • Phone calls with the IRS or state

  • Payment tracing

  • Ongoing follow-up

We can represent you and manage the resolution process from start to finish.

Submit Your Notice for Review

New Client: Complete the Notice Review Request Form, someone from our team will reach out.

Existing Client: Submit your request using our Notice Review Request Form and upload all documents directly to your client portal.

⏱️ Deadlines matter. Missing response dates can increase penalties, interest, or limit available resolution options.