IRS Notices & Letters

“I got an IRS letter holding my refund, why, and how do I fix it?”

High urgencyQuick Question · 30 min · $95

An IRS letter holding a refund often points to a return review, a mismatch in reported information, or an identity verification issue, and the exact reason usually depends on the notice type and what the IRS compared against its records. The response can also vary based on whether the return was filed electronically, whether income documents matched, and whether any credits or deductions drew extra review. In many cases, the letter itself explains what is being checked and what documents or replies are being requested, so the notice number and the wording of the letter are important starting points. A CPA who reads your specifics can usually tell you, in plain English, where this lands.

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.
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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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