A clerk reaches into a wall of mail slots.

Audit Letter From IRSQuestions after the envelope

The questions usually arrive in a rush. The answers are shorter than the worry.

Ask your question

The ones we hear first

Read The ones we hear first

Is this an examination

Sometimes. Often it is a matching question or a balance. The notice number tells you. Read that page and then send the notice number if you are still unsure. Guessing from the thickness of the envelope is how people buy the wrong help.

Should I mail the original

No. Keep it. We work from copies. If you already mailed the only one, say so, and the next step is a request for a duplicate, not a second confession. The copies page is the whole argument.

What if I agree with the number

Agree if the return and the bank agree with it too. Agreement is a choice you make on purpose, not a mood of surrender. If a penalty is involved, ask about relief only with the filing history in the file. We do not promise an outcome.

What if I do not agree

Name the line that splits. Bring the cost record if a sale is in the question. A speech about fairness does not move a figure. The disagreement page is the method.

Can you speak for me in the room

No. If the page requires a person who may speak for you, we say so and we stop at the file. The file can go with you. The appearance cannot. The disclosures page is where that boundary is spelled out, line by line.

Do you only read notices

No. The reading is the door. The work is the books kept every month, payroll set up with a provider you choose, statements you can steer by, and a return prepared from those months. We would rather have that planning talk while the year can still be changed, which is why October matters more than April on this address.

What we will not invent

Read What we will not invent

We will not invent a balance to make an example feel real. We will not invent a success rate for penalty relief. We will not tell you a text message is the agency. We will not say a monthly close prevents every future envelope. We will say what the page in front of you is asking, and what the file needs, and whether we are the right people for the next step.

If your question is missing from the six above, one sentence on the form is enough to start. Start with the code on the notice and the date printed under them. The rush is real, and the short answer still starts with that code and the printed date. That pair is the whole beginning. Account numbers can wait for the call.

The question you actually have

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.

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