Preserve and verify the notice
Save every page and the envelope, record the date received, and identify the notice number, tax period, issue, and response deadline. Use IRS.gov directly to look up the notice and confirm next steps. Treat unexpected calls, urgent payment demands, and requests for unusual payment methods cautiously. Do not send sensitive information through an unverified link simply because a message contains a government logo.
Build a focused response file
Collect the filed return, payment confirmations, relevant schedules, correspondence, and source records connected to the specific issue. Write a short timeline. Separate what the notice says from what the business records show. Ask the tax professional whether you agree, need clarification, or should dispute the proposed change. Keep original records secure and send only what the verified instructions require.
Track the matter until it closes
Document the response, submission method, proof of delivery, follow-up dates, and the person responsible. If you speak with an agency, record the date and a factual conversation summary. A sent letter is not the same as a resolved account. Reconcile any resulting adjustment with the books and payment plan. If a deadline is close, contact the agency or adviser promptly instead of waiting for perfect paperwork.
- Record the notice number, tax year, and stated deadline.
- Verify contact details through the official agency website.
- Prepare an issue-specific evidence packet and timeline.
- Retain delivery proof and confirm the eventual resolution.
Questions to consider
Should I ignore a notice I believe is wrong?
No. Follow the verified notice instructions and respond within the stated period when a response is required. Your records may support a correction, but silence does not explain the discrepancy.
Can this guide decide whether I owe the amount?
No. That requires reviewing the notice, account, return, and supporting facts. A qualified professional can help evaluate the issue and available response options.
Official sources and further reading
Use this guide to prepare questions and organize records. It does not determine eligibility, establish a professional engagement or guarantee a tax or business outcome.