IRS Notice: First Steps

Do this first

• Read the notice fully and note the response deadline.
• Identify the notice number and tax year referenced.
• Gather related documents, including returns, letters, and supporting records.

Avoid common mistakes

• Do not ignore deadlines.
• Do not send original documents; use copies.
• Do not provide unnecessary information beyond what is requested.

Next steps with us

• Start Intake so we can capture the issue quickly.
• Upload the notice and any supporting documents through an approved secure method.
• We will outline a response plan and next actions.