Tax Notices
What To Do First When You Receive a Tax Notice
A simple framework for understanding the notice, protecting the deadline, and gathering the right information before responding.
The first goal is not to panic or guess. It is to identify the notice date, the deadline, and what action is actually being requested.
The second goal is to gather the supporting records that explain the issue: prior returns, payment records, bookkeeping exports, or correspondence already received.
- Save the notice date and response deadline
- Do not ignore letters because they often compound
- Prepare records before the first CPA follow-up
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