IRS & state letter help

Got a letter from the IRS? Let's read it together.

Most tax letters are routine and fixable. I'll help you understand what the notice is asking, check it against your return, and respond the right way before the deadline.

First: don't panic, and don't ignore it

The IRS and state tax agencies send millions of letters every year. Many simply ask you to confirm information, explain a change they made, or request a payment. What matters most is responding by the date printed on the letter, because waiting usually makes things harder.

Look for the notice number, usually in the top or bottom right corner. It will look something like CP2000 or Letter 5071C. That number tells us exactly what kind of letter it is.

Watch out for scams

The IRS usually contacts you first by mail. It does not demand immediate payment by gift card, wire transfer, or cryptocurrency, and it does not threaten arrest over the phone. If a letter, call, or text doesn't feel right, send it to me before you respond and I'll help you check it.

Common notices

Letters I can help you with

CP2000

The IRS's records don't match your return, often because of a missing 1099. The letter proposes changes, and you can agree or send back documents if you disagree.

CP14 and balance-due reminders

You owe a balance. Later reminders, like CP501, CP503, and CP504, get more urgent. I'll help you confirm the amount and understand your payment options.

CP11 and CP12

The IRS changed your return, usually to correct a math error or a credit. I'll check whether the change is right and help you respond if it isn't.

Identity verification letters

Letters like 5071C ask you to confirm your identity before the IRS processes your return. I'll walk you through what to have ready.

State tax notices

State agencies send their own letters about changes, balances, and missing returns. The same calm, step-by-step approach applies.

Not sure what you have?

Send it over. I'll tell you what the letter means, what it's asking for, and whether it's something I can help with.

How it works

Three steps to a response

  1. Send me the letter

    Upload a copy through a secure link, along with the tax return it's about if you have it.

  2. I review and explain

    I compare the notice with your return and tell you in plain English what happened and what your options are.

  3. We respond on time

    I help you gather documents and prepare a clear response, or explain how to pay or set up a payment plan if you owe.

Straight talk about what I do

I help you understand tax letters and respond to them correctly. If your situation calls for formal representation before the IRS, such as a full audit or a collections case, I'll tell you up front and help you find an enrolled agent or CPA who can take it on. You'll always get a clear quote before I start.

Questions

IRS letter FAQ

Do you only help with returns you prepared?

Not necessarily. Send me the letter, and I'll tell you whether it's something I can help with and what it would cost before any work begins.

The deadline on my letter is close. What should I do?

Contact me right away. Many notices explain how to ask for more time, and I'll help you figure out the quickest next step so you don't miss the date.

Should I just pay what the letter says?

Not until you know it's right. IRS proposals are sometimes based on incomplete information, such as a 1099 that was already reported somewhere else on your return.

How do I know the letter is really from the IRS?

Real IRS letters have a notice number and arrive by mail. The IRS won't demand payment by gift card or wire, or threaten arrest by phone. If you're unsure, send it to me and I'll help you check before you respond.

Can you help with a letter from my state?

Yes. I can help with notices from most state tax agencies. Send me a copy and we'll go through it together.

Don't wait on it

Get your letter handled

Book a free call, and we'll figure out what your letter means and what to do next.

Book a free call