Selection criteria are not published, but patterns in publicly discussed cases point to a few common triggers.
What this means for you
Representation is optional at every stage, but the further a file progresses — from initial contact to formal objection to Tax Court — the more a second set of eyes tends to help, particularly around whether a position is worth contesting versus resolving quickly.
What you can do next
- Confirm which tax year and account the notice actually concerns
- Call the number on the notice itself, not a number found by searching online
- Write down the name, date, and reference number for every call
Consistency between reported income and third-party slips remains the single strongest predictor of a quiet file.