IRS Notices & Letters
“How do I find out why the IRS held my refund?”
If the IRS held a refund, the reason often depends on what the return showed, whether any credits were claimed, and whether the account has a mismatch, review, or other issue. In many cases, the first clue comes from an IRS letter or notice, which may point to identity verification, an offset for a past balance, or a return processing review. The details on the notice, the tax year involved, and any recent changes in filing or bank information can all affect what happened and what records are needed to understand it. Going through your records with a CPA usually surfaces the answer in under an hour.
In your 30-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“Why is my IRS refund being held after I got a letter?”
“What does my IRS notice mean if my refund is on hold?”
“I received an IRS letter saying my refund is delayed, why?”
“My IRS letter says my refund is being held, what does that mean?”
“I got a CP2000 notice from the IRS, what does it mean and what do I do?”
“I got a CP14 notice from the IRS, what does it mean and what do I do?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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