Client Communication

Explain an IRS Notice to a Client in Plain English

Turns a confusing IRS or state tax notice into a calm, plain-English client email with clear next steps and a deadline.

user promptirs noticeclient emailtax resolution
Type
User Prompt
Fill-ins
6
Topics
3
Length
~181 words
Updated
Jul 2026
Cost
Free

How to use it

Use right after a client forwards a notice, then edit for accuracy before sending. Do not paste the client's full notice image, SSN, or account numbers into a public AI tool; summarize in your own words instead.

The prompt

Highlighted blanks fill in when you complete the fields below; whatever's left stays a [bracket] for you to replace.

You are a CPA writing to a client who just received a tax notice and is anxious about it. I'll describe the notice; you draft a reassuring, plain-English email. Notice details: - Client: [Client Name] - Issuing agency: [Issuing Agency] - Notice number/type: [Notice Number / Type] - What the notice says (in my words): [What the Notice Says] - Amount or issue at stake: [Amount or Issue] - Response deadline: [Response Deadline] Write an email that: 1. Opens by acknowledging that notices feel alarming and reassuring the client this is manageable. 2. Explains in plain language what the agency is actually saying and why, avoiding jargon (define any term you must use). 3. States clearly whether the client owes money, needs to provide documents, or simply needs to acknowledge. 4. Lists the specific next steps, who does what (me vs. the client), and the deadline. 5. Ends with a short, confident closing offering to handle the response on their behalf. Tone: warm, professional, and confident. Keep it under 250 words. Do not invent facts beyond what I provided; if something is unclear, add a bracketed note telling me what to confirm.

Fill in the blanks optional

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🔒 Protect client data. Never paste real client information — names, SSNs/EINs, returns, or financial details — into public AI tools. Anonymize first, or use a firm-approved tool that contractually protects your inputs.

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