1. Don’t panic! The letter wording is designed to get your attention. The letter is to make you aware of a possible problem. And most letters are triggered by a computer. So it maybe as simple issue of the IRS has not processed documents you have already submitted.
  2. Gather your tax documents. Gathering the documentation related to the time period and forms referenced in the letter, will help form the foundation of communicating with the IRS and resolving the issue. Before calling the IRS you need to have your understanding of the issue and your response to defend your position.
  3. Contact a professional. You can authorize an enrollment agent, CPA or attorney via form 2848 IRS Power of Attorney to act on your behalf with the IRS. Using a professional with experience resolving issues with the IRS will save time and money.  The professionals are educated in understanding what the IRS needs to efficiently solve your issue.
  4. Patience is a virtue. The IRS may provide deadlines in the letters, but they are not quick to respond.  And especially with the current backlog in the system, resolution times have been extended. 
  5. Document, document, document. Documentation will assist in the repeated follow-up that is needed to obtain resolution from the IRS.  Retention of all correspondence with the IRS is needed for future reference. There are occasions when the IRS will repeat a letter regarding the same tax period and situation because their system and processes fail to full close the matter.


Give us at call at Riedel-Hogan CPA to talk with one of experts in tax resolutions at 502-708-1118. Or visit our website at https://www.riedelhogancpa.com/ to schedule an appointment.

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