Articles

What to do if the IRS Contacts You by Joseph L. Saka, CPA/PFS


Posted on May 18, 2015 by Joseph Saka

For many taxpayers, a letter from the IRS creates fear and a steep rise in blood pressure. While there is no need to panic, taxpayers should consider the following tips when receiving correspondence from taxing authorities.

 

  1. Be mindful of tax scams. The IRS will never contact taxpayers nor request personal information via email, telephone or social media.

 

  1. Understand that the IRS typically mails notices relating to taxpayers’ federal tax return or tax account.

 

  1. Read the notice carefully to identify the issue and obtain instruction on how to respond.

 

  1. When correspondence refers to a change or correction the IRS made to an existing tax return, compare the updated information with the original return.

 

  1. Contact an accountant or the IRS directly with any questions about the correspondence.

 

  1. When a taxpayer agrees with the IRS’s change or correction, he or she need only reply when requested to do so, including remitting taxes due.

 

  1. When a taxpayer disagrees with the IRS’s change or correction, a response is required via postal mail.

 

  1. Keep all copies of IRS correspondence.

 

About the author: Joseph L. Saka, CPA/PFS, is director in charge of the Tax Services practice at Berkowitz Pollack Brant. He may be reached in the Miami CPA firm’s office at (305) 379-7000 or via e-mail at info@bpbcpa.com.