How the IRS review process works
Choose the review that fits, upload your documents securely, and a tax professional sends written findings. Any further work is quoted in writing first.
🔒 We never ask for your SSN here. Or get your $249 written review →
Not sure what you owe? See your next step in 4 taps.
About how much do you owe the IRS?
What’s going on?
Are all your tax returns filed?
What we help with
Four calm steps
We look at the facts
A tax professional reviews your notice and, with your OK, your IRS records.
You see your options
And the price, in writing, before work starts.
We follow through
With documents shared through a secure portal.
Already a client?
Sign in to the secure Canopy client portal for messages, documents and invoices. First time? Use the invite email we sent you.
Client LoginExactly what you get for $249
- Review of your actual IRS notice by a tax professional
- What it means, in simple, clear words
- The dates that matter
- What the IRS is asking you to do
- What is still unknown or missing
- Your recommended next steps, in a written action plan
- Typically delivered in 1–3 business days
Professional review, not a promise of any IRS result. The full $249 counts toward the $599 Assessment within 30 days.
Not an anonymous call center. Caros Group is led by founder Chad Caros, CFP®, CDFA®, MBA, with online help across the US.
Meet Chad → · (256) 690-0213Questions people ask
Do you help people outside Huntsville?
Yes. Our help is online, so we work with people across the US and US taxpayers living abroad, including Thailand.
Will you ask for my Social Security number by email or chat?
No. We never ask for it by email, text or chat. If we take on your case, sensitive documents go through the secure Canopy client portal.
Can you promise the IRS will reduce what I owe?
No one honestly can. Every situation is different and results vary. What we can do is explain your options clearly and help you take the next right step.
What does it cost to get started?
The Notice Decoder is free. A tax professional review of your actual notice with a written action plan is $249, and the full $249 counts toward the $599 or $799 Assessment if you upgrade within 30 days.
How fast is the $249 notice review?
Typically 1–3 business days after you upload your notice.
I haven't filed in years. Is it too late?
It is usually better to start now than wait. We help you see which years matter and the order to file them in.
Call The Caros Group at (256) 690-0213
Let's look at your letter together.
Tell us what the IRS sent. A tax professional will explain it in plain language and show you the options that may fit, with the price in writing first.
No pressure. No SSN by email or chat. Results vary.