What to do if you get a Letter from the IRS

Each year, the IRS mails millions of notices and letters to taxpayers for a variety of reasons. If you receive correspondence from the IRS here's what to do:

Don't panic. You can usually deal with a notice simply by responding to it. Do not ignore the letter!

Each notice has specific instructions on why they are writing and how to respond.  Read your notice carefully.

Your notice will likely be about changes they are proposing to your account, additional taxes you may owe, or an attempt to collect delinquent taxes.

If your notice says that the IRS is adjusting the information that you previously provided on a tax return, review the information and compare it with your original return for the year in question. If you agree with the notice, you usually don't need to reply unless it gives you other instructions or if you need to make a payment as a result of the correction.

If you don't agree with the notice, you need to respond. Write a letter that explains why you disagree and include information and documents to support your position. Mail your response along with a copy of the notice to the address on the contact stub. Allow at least 30 days for a response.

For most notices, there is no need to call or visit a walk-in center. If you have questions, call the phone number in the upper right-hand corner of the notice. Be sure to have a copy of your tax return and the notice with you when you call

Always keep copies of any notices you receive with your tax records.

Be alert for tax scams. The IRS sends letters and notices by mail and does NOT contact taxpayers by email or social media to ask for personal or financial information. If you owe tax, please call to find out what your options are.

Our CPA’s are highly experienced in responding to all varieties of IRS notices and would be happy to assist you with either understanding your notice, or  responding  to the notice on your behalf if you do not feel comfortable doing so yourself. Please contact our office today for assistance.