Letter 725-B is used in IRS collection work to schedule an appointment with a revenue officer. It is not an audit-appointment variant. The meeting concerns unpaid taxes, missing returns, financial information, or steps needed to resolve the collection case.
Prepare for the Collection Meeting
Read the document list carefully. A revenue officer may request missing returns, proof of current tax deposits, bank statements, income and expense records, and a collection information statement such as Form 433-A or 433-B. Provide accurate, organized information and keep copies.
Your Rights
You may authorize an attorney, CPA, or enrolled agent using Form 2848. Contact the revenue officer promptly if the date cannot be met. Ignoring the appointment can accelerate summons or enforced-collection activity.
Know the Goal Before the Meeting
Before supplying financial information, understand whether the appropriate outcome is full payment, an installment agreement, currently-not-collectible status, an offer in compromise, or a challenge to the underlying balance.
If you've received Letter 725-B, call us at (813) 229-7100. We can prepare for and handle the collection appointment.