IRS Notices & Letters

“My IRS letter says my refund is being held, what does that mean?”

High urgencyQuick Question · 30 min · $95

A letter saying a refund is being held usually means the IRS has paused processing while it reviews something on the return or checks for a possible mismatch. Common factors include identity verification, income or withholding differences, prior-year balances, or other account issues. The exact meaning often depends on the notice number, the wording in the letter, and whether the hold is temporary or tied to a specific review. In many cases, the notice also points to records or responses that may be needed to move the account forward. 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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