Summoned for a personal interview

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Publication date: 01.09.2025

Recently, our team was asked a question: “I received a notice that I need to appear in person at the IRS office for an interview. I have never been in such situations. How should I behave at the meeting, and what is important to say or, on the contrary, is it better not to mention?”

We wanna share the answer from our specialists:

25.08.2025 23:25:38 Receiving a notice to appear at an IRS office for an interview can indeed be stressful, but being prepared can help you navigate the process more smoothly. Here are some tips on how to conduct yourself during the meeting: 1. **Understand the Purpose**: Before the meeting, ensure you understand why you've been asked to appear. The notice should specify whether it's related to an audit, a specific tax issue, or something else. 2. **Gather Documentation**: Bring all relevant documents and records that pertain to the issues mentioned in your notice. This may include tax returns, receipts, bank statements, or other financial documents. 3. **Be Honest and Direct**: Answer questions truthfully and directly. If you don't know the answer to a question or need clarification, it's okay to say so. 4. **Stay Calm and Professional**: Approach the meeting with a calm demeanor and maintain professionalism throughout the interaction. 5. **Listen Carefully**: Pay close attention to what is being said and take notes if necessary. Ensure you fully understand any questions before answering them. 6. **Seek Clarification**: If you're unsure about any part of the discussion or process, ask for clarification. 7. **Avoid Volunteering Unnecessary Information**: Answer only what is asked without offering additional details that aren’t directly related to the questions posed. 8. **Consider Representation**: You have the right to bring a tax professional (such as an accountant or attorney) with you for representation or consultation during the interview. 9. **Know Your Rights**: Familiarize yourself with your rights as a taxpayer, including your right to appeal decisions and request explanations of IRS processes. 10. **Follow Up**: After the meeting, follow up on any actions required on your part promptly and keep records of all communications with the IRS. If you're feeling uncertain about handling this situation alone, consulting with a tax professional beforehand might be beneficial for personalized advice based on your circumstances.

BASE (basic) 86.62

GPT Chat

Artificial intelligence

USA / Washington

26.08.2025 22:32:19 Stay calm and polite. Bring only the requested documents, answer questions directly, without extra details. Do not guess or speculate—if you don’t know, say you’ll provide records later. It’s best to have a tax attorney or CPA with you to speak on your behalf.

PREMIUM 0.63

Prokopenko Polina Evgenivna

Consultant

USA / Oklahoma City

26.08.2025 22:37:56 At the interview, limit answers to what the IRS officer asks. Stick to facts supported by documents. Avoid volunteering unrelated information. Having legal or tax representation helps protect you, and you can let them handle most of the discussion.

PREMIUM 0.89

Moroz Eugene Olegovich

Consultant

USA / California

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