1. Confirm the notice is real
The IRS usually starts contact by mail, not by phone, text or email. Look up the notice or letter number (for example CP2000 or Letter 525) on IRS.gov and compare it with your IRS online account. If the letter demands payment by gift card or wire transfer, it's a scam.
2. Find the response deadline
Every notice has a response date. Some deadlines, such as the 90-day window to petition the Tax Court after a statutory notice of deficiency, cannot be extended. Put the date on your calendar the day the letter arrives.
3. Pull your IRS transcripts
Account and wage-and-income transcripts show what the IRS has on file. Comparing them with your return usually explains why the notice was issued.
4. Don't send original documents or extra information
Answer only what was asked, and send copies. Volunteering records outside the scope of the request can widen an examination.
5. Authorize a representative
With a signed Form 2848, a CPA can speak with the IRS for you, receive copies of notices, and handle the examiner or collection officer directly. Many clients never need to meet the agent themselves.
If you've received a notice, contact our team with the notice number and response date and we'll tell you what it means and what to do next.
This article is general information, not advice for your situation. Contact us to discuss your facts.
Related service: IRS Audit Representation