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RJS LAW: San Diego Tax Attorney | IRS | FTB | CPA | California

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(619) 595-1655
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    • Ronson J. Shamoun, ESQ., LL.M.
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Contact
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  • Home
  • About
    • Ronson J. Shamoun, ESQ., LL.M.
    • Chandara Diep, ESQ., LL.M.
    • Devon J. Arabo, ESQ., LL.M.
    • Brian M. Malloy, Esq.
    • Andrea Cisneros Valdez, Esq., LL.M.
    • Sam Imandoust, ESQ., LL.M
    • Lauren Suarez, ESQ., LL.M.
    • John I. Forry, Esq.
    • Martin Schainbaum, ESQ., LL.M.
    • Kaveh Imandoust, JD, MBT, CPA
    • Joseph Cole, ESQ., LL.M.
    • Christopher Engelmann, ESQ., LL.M.
    • Remy Hogan, Esq., LL.M.
    • Steve S. Mattia, Esq.
    • Dod Ghassemkhani, ESQ.
    • Vincent Renda, Esq.
    • Pedro Bernal, Esq.
    • Sabri P. Shamoun 1938-2023
    • Melanie M. Shamoun
    • Renae Arabo
    • Hilary Dargavell
    • Sandie Portilla
    • Lupita C. Torres
    • Jewell Cornejo
    • Kesia Belford
    • Danielle N. Misleh
    • Judith G. Jeremie, JD
    • Rebecca Shuman
    • Michael Lutzky, CPA
    • Gianna Iskander
  • Practices
    • Tax
      • IRS TAX MATTERS
        • IRS Appeals
          • IRS Appeals Process
          • Contesting an IRS Levy
          • Why Retain RJS LAW for IRS Appeals
          • 4 Tips For Navigating The IRS Rapid Appeals Process
        • IRS AUDITS
          • IRS Correspondence Audits
          • What are IRS Field Audits?
          • Initial IRS Compliance Center Audits
          • IRS Office Audits
          • What happens in an IRS Audit?
          • Taxpayer Rights Under IRS Publication 1
          • IRS Warns Taxpayers About Scam
        • NOTICES
          • IRS Notices
          • IRS Letters
          • FTB Notices
          • Avisos en Español
        • IRS Collections
          • Avoiding and Eliminating IRS Tax Liens
          • Collection Due Process Hearing
          • CP 501 – IRS Notice
          • Failure to file a tax return: What happens?
          • How the IRS calculates interest
          • How to get a tax levy released
          • ACS – Automated Collection System
          • IRS Collections Process
          • IRS Interest Abatement
          • IRS Revenue Officers
          • Jeopardy Assessments and Jeopardy Levies
          • National Tax Agencies
          • RJS LAW Approach to Collections
          • IRS Statute of Limitations on Collections
          • Streamlined Installment Agreements
          • Tax Penalty Abatement
          • Taxpayer Assistance Orders TAO
        • IRS Payroll Tax
          • Independent Contractor Reclassification Audits
          • IRS Forms 940 and 941
          • IRS Trust Fund Interviews
          • Payroll Tax Liability Payment Options
          • Trust Fund Recovery Penalties
        • IRS Wealth Squad
        • Offer in Compromise & Tax Settlements
          • OVERVIEW OF OFFER IN COMPROMISE PROCESS
          • The Offer in Compromise Process
          • Appealing an Offer in Compromise to the IRS
          • How does the IRS evaluate an Offer in Compromise
          • Offer in Compromise and Dissipated Assets
          • Offer in Compromise Requirements
          • Pros and Cons of an Offer in Compromise
          • Why Choose RJS LAW?
          • Offer in Compromise Alternatives
          • Actual IRS Offer in Compromise Results
      • STATE TAX MATTERS
        • EDD California Payroll Tax Lawyer
          • EDD Investigations
          • EDD Collections – Liens, Levies, and Garnishments
        • CDTFA – California Sales Tax
          • California Sales Tax Appeals
          • California Sales Tax Audits
          • California Department Of Tax And Fee Administration – CDTFA
        • California State Tax Matters – California Franchise Tax Board | FTB | EDD
          • California Residency Audits
          • Discharging State Income Taxes in Bankruptcy
          • State Tax Practice – Outside of California
      • CRIMINAL TAX ISSUES
        • Criminal Investigation Division
        • IRS Criminal Investigation Division Tactics
        • Criminal Tax Defense – Tax Crimes
        • Currency Transaction Records & Suspicious Activity Reports
        • IRS Methods of Proof: Tax Fraud and Evasion
        • Methods IRS Agents Use to Locate Assets
        • IRS Special Agent Visits
        • Are You a Criminal Investigation Target?
        • Criminal Tax Attorney vs. White Collar Defense
      • CORPORATE TAXES
      • TAX COURT LITIGATION
      • Innocent Spouse Relief
    • International Tax
    • Visa Gold Card
    • Estate Planning
    • Trust Litigation
    • Trust, Estate & Probate Litigation
    • Trust & Estate Administration
    • Probate
    • Bankruptcy
      • Bankruptcy (FAQ’s)
    • Civil Litigation
    • Criminal Defense
    • Accidents & Injury
    • Corporate & Transactional
    • Private Wealth Services
    • Real Estate Law
      • Landlord Tenant Law
    • Employment Law
  • Tax Institute
    • 10th Annual USD School of Law – RJS LAW Tax Institute
    • 9th Annual USD School of Law – RJS LAW Tax Institute
    • 8th Annual USD School of Law – RJS LAW Tax Controversy Institute – July 28th, 2023
    • 7th Annual USD School of Law – RJS LAW Tax Controversy Institute – July 15th 2022
    • 6th Annual USD School of Law – RJS LAW Tax Controversy Institute
    • 5th Annual USD School of Law – RJS LAW Tax Controversy Institute
    • 4th Annual USD School of Law – RJS LAW Tax Controversy Institute
  • Testimonials
  • Giving
    • Giving
    • RJS LAW Donates Billboard to the Girl Scouts
  • Awards
    • Awards
    • Ronson J. Shamoun at events with various dignitaries
    • SD50 Extraordinary Leadership
    • Media
    • Video Gallery
  • Blog
  • Pay
  • Contact

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IRS Notices and Letters: What You Need to Know

If you notice a letter from the IRS in your mailbox, you may immediately feel uneasy. However, there is no need to panic. The IRS sends out millions of letters to taxpayers every single year—and most of them are simple requests or notices.

A letter from the IRS does not necessarily mean you are in trouble. Still, it never hurts to consult an experienced California tax attorney if you have any questions or concerns about a letter you have received from the IRS.

IRS Notices

The IRS sends out notices and letters for several reasons, including the following:

There Are Delays in Processing a Tax Return

There Are Delays in Processing a Tax Return

There are several reasons why a tax return may be delayed. Incorrect information provided on taxes, inaccurate direct deposit information, filing a tax return late (or even early!), and issues with social security numbers have all caused delays in processing tax returns in the past.

The IRS Needs Additional Information from The Taxpayer

The IRS Needs Additional Information from The Taxpayer

To finalize a tax return, sometimes the IRS needs more detail from the taxpayer. Or, in some cases, the taxpayer has inadvertently forgotten to include a form, such as a W2. The IRS will send a request for this information to the taxpayer.

The IRS Needs to Verify the Taxpayer’s Identity

The IRS Needs to Verify the Taxpayer’s Identity

In some cases, the IRS simply needs more details from the taxpayer to ensure the IRS has proper identifying information. The IRS provides a phone number in this letter for the taxpayer to call. The taxpayer will need to have the following items handy to verify his or her identity:

  • The current letter from the IRS
  • A previous tax return
  • The tax return the notice corresponds to
  • Supporting documents for these tax returns

Once the IRS has this information from you, your return will continue to be processed.

The Taxpayer’s Return Has Been Changed

The Taxpayer’s Return Has Been Changed

Taxpayers who receive this notice may have miscalculated something on their tax return. Taxpayers should carefully review their calculations to see if an error was made. If not, the taxpayer may need to provide additional information to the IRS.

The Taxpayer Has a Balance Due

The Taxpayer Has a Balance Due

After completing the tax return, the IRS has determined that the taxpayer owes money to the IRS. To avoid penalties, the taxpayer should pay the balance due as quickly as possible. If the taxpayer cannot pay the entire amount owed, a payment plan may be set up with the IRS.

The IRS Has a Question About the Taxpayer’s Tax Return

The IRS Has a Question About the Taxpayer’s Tax Return

For one reason or another, the IRS needs to clarify some information on the taxpayer’s return. The IRS may need the taxpayer to send in additional information or clarify statements on the tax return. Supporting documentation may be necessary.

The Taxpayer is Owed a Smaller or Larger Return

The Taxpayer is Owed a Smaller or Larger Refund

In some cases, the IRS recalculates your refund and realizes that your return is either smaller or larger than you thought it would be. The IRS may send you a bill for the difference that you owe or you may receive a larger check from the IRS than you anticipated.

How Do I Know My Letter or Notice is Real?

It is no secret that there are many scam artists who pose as employees of the IRS to convince taxpayers to send them money. If you receive a notice from the IRS, how do you know it is legitimate?

First, the IRS has stated that it only sends notices by mail—not by electronic mail or social media. If you receive a “notice” from the IRS in your email or on a social media page, it is a scam.

Some scammers may also call a taxpayer and demand payment in the form of a gift card or wire transfer. These scams are especially popular in the summertime, since many taxpayers are waiting on their refunds at this point. The IRS generally will not call taxpayers without sending a letter first, and it certainly will not request payment in the form of a gift card or wire transfer.

Of course, some scammers may send fake letters to taxpayers that look a lot like the ones that come from the IRS. If you have any concerns about these letters, you may always consult a San Diego tax attorney to assist you.

If You Have a Tax-Related Question, We Can Help

At RJS Law, our San Diego tax attorneys have provided excellent legal services to our clients over the years. If you would like to schedule a free consultation to discuss your tax concerns, contact us today.

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