If a letter arrived, start with the letter.
IRS and FTB letters can feel overwhelming. Bring the notice so we can translate the language, outline a response plan, and identify what comes next.
Helpful documents
- The IRS or FTB notice. Bring every page, including the envelope when available.
- Related tax returns. Prior year returns connected to the notice.
- Account information. Any payment, balance, or identity-verification records.
- Your questions. Mark anything in the letter you want explained.