Understand Your Notice.
Know Your Next Step.

• Every page of the notice, including attachments, and the envelope if available.
• The related federal return, schedules, and any amended return.
• Relevant W-2s, 1099s, payment confirmations, receipts, and earlier correspondence.
• The notice number, tax year, and response deadline.

Arrange secure document delivery directly with your preparer. Do not send Social Security numbers, banking details, or notice images through general email or inquiry forms. This website does not currently provide a document-upload portal.

The appropriate action depends on your notice. Some notices require no reply; others require a response or payment. We can help you understand the instructions, organize supporting information, and review available payment-plan information. Do not assume that a notice is incorrect or that a balance can be reduced.

Notice review and document organization do not automatically include contacting or representing you before the IRS. Any response assistance or representation depends on the assigned professional’s qualifications, permitted practice rights, required authorization, and an agreed engagement. We will explain when a CPA, enrolled agent, or tax attorney is needed. Availability of outside referrals is not guaranteed.

Use “Schedule an IRS Notice Review,” choose a preparer under “Other,” and mention “IRS notice review,” the notice number, tax year, and deadline in the appointment notes. Keep taxpayer identification numbers and financial details out of the notes. An initial review does not guarantee resolution, penalty relief, or acceptance of a response.