CPA for IRS CP2501 & Retirement Taxation
Budget: $250 – $750 USD
USA based CPA needed for IRS CP2501 and 401 withdrawal planning
Must be based in the United States and authorized to represent clients before the IRS.
1. Filing my 2024 tax return extension (Form 4868).
2. Responding to an IRS CP2501 notice regarding an income mismatch.
3. Providing tax planning advice related to 401(k) withdrawals and Social Security income.
Requirements:
• Must be a licensed CPA (with active license number and state
• Proven experience handling IRS notices (CP2501 or similar).
• Strong knowledge of retirement income taxation (401(k), RMDs, Social Security).
• Ability to communicate clearly and provide secure document exchange.
Deliverables:
• File Form 4868 on my behalf (before Sept 20, 2025).
• Draft and submit a response to my CP2501 notice.
• Provide a brief tax strategy for 401(k) withdrawals and Social Security taxation.
• Prefer a flat fee arrangement (please provide quote).
When applying, please provide:
• Your CPA license number + state, OR EA enrollment number.
• A short description of your experience with IRS CP2501 or similar notices.
Must be based in the United States and authorized to represent clients before the IRS.
1. Filing my 2024 tax return extension (Form 4868).
2. Responding to an IRS CP2501 notice regarding an income mismatch.
3. Providing tax planning advice related to 401(k) withdrawals and Social Security income.
Requirements:
• Must be a licensed CPA (with active license number and state
• Proven experience handling IRS notices (CP2501 or similar).
• Strong knowledge of retirement income taxation (401(k), RMDs, Social Security).
• Ability to communicate clearly and provide secure document exchange.
Deliverables:
• File Form 4868 on my behalf (before Sept 20, 2025).
• Draft and submit a response to my CP2501 notice.
• Provide a brief tax strategy for 401(k) withdrawals and Social Security taxation.
• Prefer a flat fee arrangement (please provide quote).
When applying, please provide:
• Your CPA license number + state, OR EA enrollment number.
• A short description of your experience with IRS CP2501 or similar notices.