Got an IRS Notice? Do This First

A calm, step-by-step checklist to stay in control and take proactive next steps

Getting an IRS letter can spike anyone’s heart rate. The good news: most notices are solvable if you act promptly and document each step. Here’s a simple, professional checklist you can follow today.

1. Read the whole notice (twice) and note the deadline

Look for the notice type (e.g., CP2000, CP14) and the respond-by date. Missing a deadline can add penalties or accelerate collection actions. Create a calendar reminder and a folder (digital or paper) for all related documents and calls.

2. Gather supporting documents

Pull the return in question, W-2s/1099s, receipts, bank statements, and any prior IRS correspondence. Organized records make it faster to correct mismatches, verify balances, or prepare a response.

3. Decide the right first move

Common options include:

• Agree and pay: If the IRS is correct, pay or set up a payment plan.

• Agree in part: Respond with documentation that clarifies what you accept and what you dispute.

• Disagree: Prepare a written response with proof, or have a professional represent you.

If the notice relates to unfiled returns or back taxes, you’ll often need to file past-due returns before a resolution can be finalized. TaxMan & Associates handles unfiled returns and back-tax cases regularly, including installment agreements and penalty relief.

4. Stop the scramble—let a pro handle the back-and-forth

A qualified representative can contact the IRS on your behalf, review the notice, outline your options, and manage the communications so you don’t have to juggle the phone tree or risk saying the wrong thing under pressure. That’s a core part of our tax resolution service.

5. File what’s missing; correct what’s wrong

If returns are missing, file them quickly with proper documentation. If the notice reflects a mismatch (for example, income reported by a payer you didn’t include), provide records to reconcile the difference. Clean books and accurate filings reduce penalties and future surprises—a focus of our preparation and advisory work.

6. Choose a realistic payment path

From full payment to installment agreements, choose what you can sustain. Professionals can also assess penalty abatement opportunities and other relief options when facts support them. We give you a clear scope and transparent fees before work begins; qualified clients may access payment plans.

7. Document every step

Keep a log with dates, names, call notes, fax/upload confirmations, and copies of mailed responses. Good documentation protects you if the issue resurfaces and speeds any follow-up.

Local help, practical answers

TaxMan & Associates serves North Carolina clients in person or via phone/Zoom, with secure uploads and e-sign to keep the process moving. Start with a free 15-minute consultation; we’ll review your notice and map next steps—resolution, filing, or planning.

Fix what’s past, file what’s due, and protect what’s next. Book your free consult today and get back in control—calmly and confidently.