FOR ENROLLED AGENTS
IRS notice intake — structured before your representation work begins
EA practice centers on IRS representation. TaxRiskOS structures what happens before representation starts — intake, deadline, document checklist, escalation flags — so you begin the substantive work from a complete, timestamped file.
Workflow support only. Not legal or tax advice. No IRS communication.
The intake gap in EA practice
An enrolled agent's time is worth more in substantive work than in intake. But the first hour matters: the deadline needs to be captured, the documents need to be requested, and the right escalation decision needs to be made — before representation begins.
TaxRiskOS closes that gap. It handles the first-hour intake — the same way, every time — so by the time you start the substantive work, the file is already structured and the clock is already captured.
Notice-type-specific workflows
Not every IRS notice has the same first hour. A CP2000 starts with a third-party data match. An LT11 carries hard collection-appeal deadlines. A criminal-investigation contact stops immediately. TaxRiskOS has a dedicated intake workflow for each common notice type.
Deadline capture
Rule-based deadline math per notice type. The same notice always yields the same window — a workflow starting point, not a legal determination. You confirm it against the printed notice.
Document checklist
Notice-specific starter list — the documents typically needed before substantive work begins. The CP2000 checklist is not the CP504 checklist.
Escalation flags
Routing labels for whether a matter stays with an EA or routes to escalation review. Criminal-investigation contacts surface a hard stop — routine checklist output is suppressed.
Handoff packet
Structured 11-section packet: deadline, checklist, flag, notes, and a timestamped audit trail. Formatted to drop into any PM tool or matter folder.
When a matter routes to counsel
Some notices — criminal-investigation contacts, Notices of Deficiency with live Tax Court windows, and certain trust-fund penalty proposals — are flagged for counsel review before any intake work proceeds. TaxRiskOS surfaces that flag clearly:
- Criminal-investigation / special-agent contact: intake stops immediately. The stop panel routes the file to escalation review and suppresses routine checklist output.
- High-stakes collection and deficiency notices: flagged with a recommended routing escalation. The EA decides what to do with it.
What stays with the enrolled agent
- All IRS representation, Power of Attorney, and communication
- Response drafting and substantive strategy
- All advice to the client on the merits
- Resolution decisions — installment agreements, offers, appeals
Frequently asked questions
Does TaxRiskOS help with IRS representation?
No. TaxRiskOS handles the intake layer — what happens in the first hour before the representation work begins. Representation, response drafting, and IRS communication all stay with the enrolled agent.
What happens when a notice needs counsel instead of an EA?
TaxRiskOS surfaces a 'route to counsel' escalation flag for notice types that typically warrant attorney involvement — criminal-investigation contacts, certain deficiency notices, and high-stakes collection notices. The flag is a routing label; what to do with it is the practitioner's call.
Can I use TaxRiskOS for any IRS notice?
The current catalog covers the most common notice types: CP14, CP2000, CP59, CP504, LT11, Letter 1153, Letter 3572, Letter 3219, and criminal-investigation contact. Other notice types use a general intake flow with a user-confirmed response window.
Is TaxRiskOS available to solo EAs or only firms?
The pilot is open to solo practitioners and small EA firms. The intake workflow is designed to work at any scale — one person or a team.