Practice system
Tax, run as a system.
Tax controversy, audits, appeals and planning: notice-deadline and limitation-period driven.
IRS/state notice-triggered clocks, where the notice itself defines both the dispute and the deadline. Identify the letter, and the entire procedural path falls out mechanically.
Stage
Notice type
CP3219 (SNOD)
Response deadline
90d fixed
CSED runway
6.2y
Computed: Assessed-Liability Tracker
Total contested vs. agreed liability across years, with a live penalty/interest accrual counter.
Posture
One question decides how the whole matter reads.
Which taxpayer do we represent, and for which tax years?
What it tracks
The documents this practice actually produces.
IRS/state notices
Tax returns & amendments
Statutory notice of deficiency
Collection notices & levies
Account transcripts
Computed
Assessed-Liability Tracker
Total contested vs. agreed liability across years, with a live penalty/interest accrual counter.
Opening checklist
What starts moving on day one.
- Conflicts incl. joint-filer spouses
- Power of attorney (Form 2848) filed
- Transcripts ordered for all years
- Notice decoded and deadline calendared
- IDR log opened for the examination
Questions
Before you book the call.
- Do you build a matter management system specifically for tax practices?
- Yes. It runs on the same MATTER Method as everything else I build, configured for how tax actually moves: IRS/state notice-triggered clocks, where the notice itself defines both the dispute and the deadline. Identify the letter, and the entire procedural path falls out mechanically.
- What does the system actually track for a tax matter?
- Every stage from notice intake & decoding to closing, the facts that matter most for this practice (notice type, response deadline, csed runway), the document set the matter actually produces, and one computed read: assessed-liability tracker, total contested vs. agreed liability across years, with a live penalty/interest accrual counter.
- Can I get this through MatterOS, or does it need a custom build?
- Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
- Do you also handle litigation technology and expert witness work for these matters?
- Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.
Take it home
Don't want a build engagement yet? Take the blueprint.
Tax is one of the twenty-two packs inside Practice Pack Blueprints, the stages, vitals, deadline logic and document set for this practice, ready to install yourself. Two minutes on the readiness audit will tell you honestly whether that's enough, or whether this practice needs the full build.
Bring me the tax matter. I've probably built this before.