Tax Tip #153

Received a notice or have a tax matter to discuss with the IRS? The following information is needed before calling the IRS:

· Date of births and SSNs of those named on the tax return

· Have a copy of the most recent tax return filed along with a copy of the tax return in question

· Know the filing status listed on the tax return (single, married etc.)

· The IRS notice or letter received, if applicable

Once the IRS can verify your identity, then your question(s) will be addressed. 

Intimidated by the big bad IRS? No worries, G&L can prepare a Power of Attorney Form and once you sign and return the form (wet signature required), a team member can call and speak to the IRS on your behalf and handle almost any issue.