Getting a letter from the IRS can feel overwhelming, but you don’t have to navigate it alone. If you’re dealing with back taxes, an IRS notice, or simply need help understanding your options, I’m here to help you figure out the best next step and take the pressure off.
To get started, please visit the Contact page and click Schedule a Call to set up a callback appointment. When we connect, please have your IRS notice or letter available so I can review it with you and provide the most accurate guidance on resolution options.
IRS Documentation
- All IRS letters, notices, or audit correspondence
- Collection notices or levy documents
- Audit appointment letters
Tax Records
- Prior-year tax returns for all years involved
- IRS account, wage, and income transcripts
- Proof of income and expense documentation in question
Resolution Support Items
- Payment history or installment agreement records
- Offer in Compromise documentation (if applicable)
- Identity Protection PIN (if issued)
- Power of Attorney authorization (if requested)
Disclaimer: This checklist is provided as a general guide only. The documents listed are not limited to those that may be required. Additional information or documentation may be necessary to accurately prepare and complete
your tax return in compliance with IRS regulations.