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Don’t Panic

Receiving a notice from the IRS can be stressful and confusing, but it doesn’t have to be. Knowing how to respond can help you resolve the issue quickly and avoid further complications. By following the right steps, you can protect your business, avoid penalties, and keep things running smoothly. 

Step 1: Carefully Read the Notice

The first step is to carefully read the notice you received. This is important because the notice will explain why the IRS is contacting you and what they expect from you. For example, the notice might be about a simple correction to your tax return, a request for additional information, or a notice of unpaid taxes. Understanding the reason for the notice helps you take the right action. One business owner I worked with received a notice about a missing tax form. By addressing it immediately, they avoided late fees and resolved the issue quickly.

Step 2: Respond by the Deadline

Next, make sure to respond to the notice by the deadline provided. Many people go wrong here by ignoring the notice or missing the deadline, which can lead to additional penalties or interest. If the notice requires payment or more information, send it in before the due date. For example, if the IRS is asking for a payment, setting up a payment plan quickly can prevent further complications. Taking action before the deadline shows the IRS that you’re serious about resolving the issue and can save you money in the long run.

Step 3: Seek Professional Help if Needed

If you’re unsure how to respond or if the notice is more complex, it’s a good idea to seek professional help. This can make all the difference in resolving the issue correctly and efficiently. A tax professional can help you understand the notice, respond appropriately, and even communicate with the IRS on your behalf. By getting expert advice, you’re ensuring that you address the issue properly and avoid future problems. One client came to us with a complicated notice about back taxes. With our help, they were able to set up a manageable payment plan and avoid any further stress.

No Big Deal, Right?

Receiving an IRS notice doesn’t have to be overwhelming. By reading the notice carefully, responding by the deadline, and seeking professional help when needed, you can handle the situation with ease and keep your business on track.

If you’ve received an IRS notice and need guidance, reach out to us at Aligned CPA. We’re here to help you navigate the process and keep your business moving forward. 

Joy Lutz, CPA, CTP

As the founder of Aligned CPA, Joy has built a firm that is your strategic financial partner.  With a growth centric approach, we build meaningful relationships with our clients because we value their success as much as our own.

Positioning ourselves as the tax and financial strategists for your business, we help you make empowered, financial-based business decisions that lead to long term success.