A consultation to review an IRS notice and discuss next steps. Gather the notice and related documents before your meeting.

An IRS notice can ask for information, explain a proposed change, or describe an amount the agency says is due. Read the full notice, including any response date, and keep the envelope and any related records.
This service is a consultation to review an IRS notice and discuss next steps. The notice and your related documents help frame the conversation. Questions are explained in everyday words, so you understand what is being filed and why.
A simple checklist of what to gather keeps the first meeting short and focused. You can talk through your situation in a consultation that fits around your workweek. Consider booking before tax season if you expect to need time to organize documents and discuss the notice.
Bring the complete notice and relevant tax returns, payment records, or correspondence if available. The consultation is for reviewing the notice and discussing options; it does not promise a particular IRS decision or audit outcome.
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