What to do when an IRS notice arrives

1. Identify the notice and the deadline

Find the CP or LTR number, tax year, and response date. Read every page. A letter might concern a balance, a change to a return, or a request for information. Keep it with the return for that year.

• Write the response date on your calendar.
• Note the issue in one sentence, such as a payment mismatch or a requested document.
• Keep the envelope and enclosures with the letter so nothing is separated.

2. Compare the letter with your own records

Check the return and payment records before assuming the IRS amount is correct or incorrect. If you agree, follow the instructions; a reply may not always be required. If you disagree, respond as directed and within the stated time so you protect the rights described in the notice.

For a consultation, make a short list of the differences you see. For example: the payment date, the tax year you intended it for, and the confirmation you have. This makes the conversation more useful than a general statement that the bill looks wrong.

3. Verify suspicious communications

If something seems unusual, verify the communication through IRS.gov or an independently verified IRS contact. Do not provide account passwords or sensitive details in response to an unexpected message. Keep a copy of the communication you want checked.

4. Ask for help with the actual notice in hand

Tell our office the notice number, year, and response date when requesting an appointment. Use the public form for general information only; we will provide document-delivery instructions for sensitive records. If a deadline is close or a levy is active, call 601-656-5568. Sending a consultation request does not extend an IRS deadline.

McNeel CPA offers federal IRS help nationwide through William K. McNeel, EA, after engagement and authorization. State agency letters should be identified separately when you contact us.