When a client forwards an IRS notice, the first response should be triage, not panic. Here is a practical framework for tax professionals deciding what to review, what to preserve, and when to refer.

Referring an IRS controversy matter does not have to remove the originating accountant or tax preparer from the picture. The roles can remain separate and coordinated.

Some IRS matters are better handled by a tax controversy specialist. Here are practical signs that it may be time to refer the matter while keeping the client relationship.