A Mesa Arizona IRS Audit Adjustment
IRS Audit Adjustment Success Story: How Scott Allen EA of Tax Debt Advisors, Inc. in Mesa AZ Helped a Client Turn a $200K+ IRS Debt into a Refund
For many taxpayers, receiving a letter from the IRS feels like standing at the plate in the bottom of the ninth inning, down by three runs, with two outs. The pressure is high, the stakes are real, and one wrong move can change the entire game. That’s exactly how James felt when he opened his IRS audit assessment notice for his 2021 tax return. The IRS had determined he owed over $240,000, including penalties and interest. But rather than giving up, James decided to call in a seasoned player — Scott Allen, EA of Tax Debt Advisors, Inc., a trusted family business located in Mesa, Arizona that’s been helping taxpayers resolve IRS problems since 1977.
From Audit Shock to Strategic Defense
When James first received his IRS audit assessment, he was understandably anxious. The notice indicated substantial increases in tax due to adjustments involving investment gains and net investment income tax. It appeared that the IRS believed he had significantly understated his income. The assessment ballooned to over $240,000 — an amount that would financially devastate most taxpayers.
James knew he needed professional help, and fast. After researching local IRS resolution experts in Mesa, he found Tax Debt Advisors, Inc., led by Enrolled Agent Scott Allen. With decades of experience and a proven track record of helping clients protest IRS audits, reduce penalties, and settle tax debts, Scott Allen EA was exactly the kind of advocate James needed in his corner.
Scott took immediate action as James’s authorized representative — filing the IRS Power of Attorney (Form 2848) to step up to the plate on his behalf. From that moment on, Scott handled all communication with the IRS, protecting James from the stress and confusion that often come with tax audits.
Challenging the IRS Audit Assessment
Just like a good baseball manager reviews every play before making a strategic move, Scott Allen EA began by meticulously reviewing the IRS’s audit findings. He identified several areas where the IRS’s calculations were either incorrect or unsupported by accurate documentation.
The IRS audit had made adjustments to investment gains and net investment income tax, but Scott noticed inconsistencies in how those gains were reported and taxed. By carefully analyzing James’s original tax return and comparing it to the IRS’s adjustments, Scott was able to build a compelling case that the assessment was inflated and based on errors.
Using his experience in IRS procedures and audit reconsiderations, Scott prepared a formal protest. He backed it with verified documentation, detailed reconciliations, and supporting tax law references — a complete defensive lineup ready to face the IRS’s scrutiny pitch by pitch.
A Grand Slam Outcome: The IRS CP21B Notice
After weeks of review, the IRS agreed with Scott Allen EA’s protest and issued a CP21B Notice — the same notice now proudly held by James as proof that the right expertise makes all the difference. Dated October 13, 2025, the notice confirmed that the IRS made changes to James’s 2021 tax return in his favor.
Instead of owing over $240,000, the IRS determined that James was actually due a refund of $1,178.96. In baseball terms, this was not just a base hit — it was a walk-off home run.
The IRS CP21B Notice is an official letter the IRS issues when it changes a taxpayer’s return based on new information — often following an audit reconsideration or amendment. It details what was changed, the new balance, and any refund due. For James, this notice was more than paperwork; it was peace of mind and proof that the right representation can completely turn a tax case around.
Understanding the IRS CP21B Notice
The CP21B notice explained that the IRS made changes to James’s 2021 Form 1040 to adjust for:
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Investment gain or loss, and
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Net investment income tax.
The summary of changes showed a decrease in tax of $171,870, a decrease in penalties totaling over $35,000, and a decrease in interest of over $33,000. It even included an increase in credit and a small adjustment for the failure-to-pay penalty, ultimately resulting in the $1,178.96 refund.
For most taxpayers, a CP21B notice is the finish line after a long, stressful process — confirmation that the IRS accepted the adjustments and issued a refund or reduced balance. For Scott Allen EA and his client James, it was a shared victory that showcased persistence, precision, and a deep understanding of the IRS playbook.
Tax Debt Advisors, Inc.: A Family Tradition of Helping Mesa Residents Since 1977
The success in James’s case wasn’t a one-time miracle. It’s part of a long tradition of family-led service that began in 1977 when the Allen family founded Tax Debt Advisors, Inc. in Mesa, Arizona. Over the decades, the firm has built a strong reputation as a local leader in IRS representation, tax debt resolution, and audit defense.
Today, Scott Allen, EA, continues that legacy. As an Enrolled Agent (EA) — a federally licensed tax practitioner authorized to represent taxpayers before the IRS — Scott specializes in helping individuals and small business owners resolve serious tax issues, including:
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IRS audits and examinations
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IRS payment plans and settlements
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Offer in Compromise submissions
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Penalty abatement requests
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IRS levy and lien releases
For many clients in Mesa and the surrounding Phoenix area, Scott Allen EA has been the steady, confident coach guiding them through their toughest innings against the IRS.
From the Dugout to the Diamond: The Baseball Analogy of IRS Resolution
Baseball and IRS problems have more in common than most people think. Both require patience, timing, and the right strategy. Every pitch from the IRS — whether it’s an audit letter, a tax lien, or a levy notice — is a challenge that demands a disciplined response. Swing too soon or too late, and the result can be costly.
When James’s IRS audit turned into a high-stakes situation, it was like being down by ten runs in the seventh inning. Hope seemed slim. But with Scott Allen EA as his cleanup hitter, the game changed. Scott didn’t swing wildly or panic. Instead, he studied the opposing team — the IRS’s arguments — and waited for the perfect pitch to make his case.
Each IRS correspondence, each tax adjustment, and each penalty abatement request became part of a carefully crafted play. And when the CP21B notice arrived showing a refund, it felt like rounding third base and heading home with the crowd cheering.
In baseball, great players make difficult moments look easy. In tax resolution, great representatives like Scott Allen EA make impossible IRS debts disappear — not through luck, but through preparation, skill, and decades of experience.
Why Local Experience Matters
Choosing a local professional who understands both federal and Arizona tax issues can make all the difference. Unlike large national firms or impersonal call centers, Tax Debt Advisors, Inc. offers personal, face-to-face service in Mesa, AZ. Clients meet directly with Scott Allen EA — not an assistant or unlicensed representative.
This local connection builds trust and accountability. Many of Scott’s clients are referrals from other satisfied taxpayers who experienced similar IRS problems. They know that when they walk through the door at 3155 E. Southern Ave., Suite 101 in Mesa, they’re meeting with a real expert who genuinely cares about helping them get back on track.
James’s story is just one example of the life-changing impact that professional IRS representation can have. What started as a terrifying six-figure tax debt ended in complete relief and a small refund check. That outcome didn’t happen by chance — it happened because Scott Allen EA and his team at Tax Debt Advisors, Inc. treated the case like a championship game, refusing to settle for anything less than victory.
Clients often come to Tax Debt Advisors feeling defeated, embarrassed, or afraid to face the IRS. But after working with Scott, they realize there’s always a path forward. Whether it’s negotiating a fair settlement, filing unfiled returns, or appealing an unfair audit, Scott’s mission is simple: to restore peace of mind and financial stability for every client he represents.
A Message to Taxpayers Facing Their Own IRS Challenges
If you’re currently facing IRS problems — whether it’s an audit, back taxes, or unfiled returns — remember that you don’t have to face the IRS alone. Just like baseball, every game can turn around with the right team and strategy. Scott Allen EA and the family team at Tax Debt Advisors, Inc. have been helping Mesa residents for nearly five decades, and their record speaks for itself.
Receiving an IRS notice doesn’t mean you’ve struck out. It means it’s time to bring in a professional who knows how to play the IRS’s game — and win.
If you’ve received an IRS CP21B notice, an audit letter, or a tax bill that feels impossible to pay, contact Scott Allen, EA of Tax Debt Advisors, Inc. today.
📍 Address: 3155 E. Southern Ave., Suite 101, Mesa, AZ 85204
📞 Phone: (480) 926-9300
🌐 Website: www.TaxDebtAdvisors.com
Let Scott Allen EA step up to the plate for you. With decades of experience and a family tradition of helping taxpayers since 1977, he can help you protest unfair IRS assessments, resolve tax debts, and get your financial life back on track.
Just like James discovered — when you have the right person on your team, you can turn even the toughest IRS audit into a home-run victory.








