Read the entire notice, identify the issue and response date, and compare it with your records. Keep a copy and follow the notice’s instructions. The appropriate response depends on what the IRS is asking and whether you agree.
Identify what the notice says
Find the notice or letter number, the tax year, any amount stated, and the requested action. Note every response or payment date. Do not assume all notices require the same response.
The IRS guidance explains that some letters provide information while others require a response. Read the instructions before sending documents, making an assumption about the balance, or setting the letter aside.
Build a small, organized file
- Keep the complete notice, including any attachments and relevant envelope information.
- Locate the return for the tax year involved and any amended return.
- Collect payment confirmations, supporting forms, and prior correspondence relevant to the issue.
- Make a dated record of actions taken, documents sent, and any conversations.
Compare the issue with your records
Identify the exact item you do not understand or disagree with. A concise timeline and clearly labeled support make the matter easier to evaluate. Avoid sending an unorganized collection of unrelated financial documents.
If you disagree, the response process and deadlines in the notice matter. If a deadline is close, contact a qualified professional promptly. Do not assume that a general inquiry automatically extends it.
Confirm the communication before sharing information
Use official IRS resources to check an unfamiliar notice or suspicious communication. Do not rely solely on an unexpected message demanding immediate payment or sensitive information.
For an initial inquiry to our firm, share only the general issue and urgency. Request secure instructions before supplying a notice that contains identification numbers or private tax information.
Discuss the scope of help you need
Help may begin with explaining the notice and reviewing the supporting records. More involved matters can require a separate representation scope and authorization. No particular resolution can be promised before reviewing the facts and applicable procedures.
Official references
References checked September 24, 2026. Follow the linked agency guidance for updates.
General educational information. This guide does not determine the treatment of your particular tax, accounting, or financial situation. Contact us to discuss the facts and applicable requirements.
Let’s discuss your next step.
Let us know that you received a notice and whether a response date is approaching. We can discuss IRS inquiry support and the next steps for a review.
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