TAX-FUNDAMENTALS5 MIN READ
Notice Triage: Read, Match, Respond
Use a structured notice triage path to decide whether to agree, dispute, pay, or escalate.
The letter Jordan opens a refund-change notice for tax year 2025 with a $1,240 swing. One missed response date can turn a fixable mismatch into a harder appeal. Notice triage Read - Match - Decide - Respond A notice is a structured workflow: identify the issue, compare it to records, choose agree or disagree, then respond by the due date. Reflex Call or pay immediately A response that preserves facts and timing Treat every notice as a deadline plus evidence problem. 1 Identify 2 Compare 3 Respond Step 1 The notice is on your desk.
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