IRS Notices
A Notice Doesn't Have to Be Alarming.
Assistance navigating IRS notices and understanding the steps required to address them, so you know what the notice actually says and what happens next.
What To Do
Start by Reading It Together.
Many notices are routine requests for information or adjustments that can be resolved in a straightforward way. The important thing is to respond within the timeframe the notice states. Call or text John with the notice in hand and he will review it with you.
Review the Notice
A plain-language explanation of what the notice is asking for, what triggered it, and the deadline attached to it.
Gather the Records
Identifying the documentation needed to support your position or to complete the information the IRS requested.
Prepare the Response
Preparing a clear, documented response and explaining the options available for your situation.
Follow Through
Staying with the matter until it is resolved, and discussing how to avoid similar notices going forward.
Get Started
Let's Talk About How We Can Help.
The best way to get started is simple. Give John a call or send a text to discuss your situation.