Read and preserve the complete notice
Keep every page and envelope, identify the notice number, tax year, stated issue, response instructions, deadline, and contact information. Do not rely on a cropped screenshot.
IRS NOTICE RESOURCE
What to Do When You Receive an IRS Notice
Stay calm, preserve the complete notice, and pay close attention to the response date. A notice is a request or determination—not something to ignore.
01Read every page
02Track the deadline
03Gather the filed return
04Use secure document exchange
Compare it with your records
Locate the filed return, source documents, payment confirmations, prior correspondence, and any records related to the issue. Avoid changing or recreating documents after the fact.
Respond through the right channel
Some notices can be resolved with an explanation or documents; others require an amendment, appeal, payment arrangement, or licensed representation. Match the response to the notice and your facts.
Protect sensitive information
Share the notice and supporting tax records through an approved secure portal. Verify contact details through IRS.gov and be cautious of unexpected messages requesting payment or credentials.
A CLEAR NEXT STEP
Have a question about your specific circumstances?
Start with a non-sensitive inquiry. After engagement acceptance, confidential documents are collected through the secure client portal.