IRS or State Tax Notices and Letters
Getting a letter from the IRS or a State government entity about a recently filed tax return makes most taxpayers nervous. However, DON’T PANIC!!! All government agencies send letters when there is a question about a taxpayer’s return, a change due to something in the agency’s computer systems, or to request a payment. As always, a government agency will never call, email, or text about your tax account without sending multiple letters to the address they have on file. Please see the attached article from the IRS about receiving a notice or letter.
If you receive a letter for tax returns we prepared, please send us the front and back of ALL pages of the notice, as we need each page to determine why it was generated. You can upload all pages to your client portal, drop them off, mail a copy, or email them (but only if password protected).
Our firm has teamed up with Protection Plus for the 2022 tax year, which can assist our clients with notice and audit resolution. Also included in the service are limited Identity Theft Restoration services relating to the tax returns filed. Our firm has a dedicated account manager who will assist you and our firm in resolving these notices, letters, and audits.
If you have any questions about a notice or letter received or the Protection Plus service, please don’t hesitate to contact your tax advisor.