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Letter 3573 – SBSE Office Exam Appointment Confirmation

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Notice Overview

This letter confirms the date, time, and place of your examination (also referred to as an audit) appointment. It explains the purpose of the examination appointment and what you must do if you want to have someone represent you at the appointment or during the examination.

This notice or letter may include additional topics that have not yet been covered here. Please check back frequently for updates.

What does this letter notice mean to me?

The letter includes information about your taxpayer rights, as well as information about the examination process. Form 4564, Information Document Request, listing the documents and information that you should bring to your scheduled appointment, may be included with your appointment confirmation letter.

How did I get here?

You received informing you that your tax return has been selected for examination. The letter asked you to contact the IRS to schedule a date, time, and, in some cases, place for the audit. Either you contacted the IRS and scheduled your appointment, or the IRS scheduled the appointment for you because you didn’t make contact.

What should I do next?


Read the letter and follow the instructions

The letter and attachments will list the information you need to gather. If you have any questions or are unsure what you need to provide, contact the examiner listed on the letter. Confirm that the date and time for the meeting are convenient for you. If not, contact the examiner before the appointment to discuss rescheduling.


Meet for an initial interview

You, the examiner, and your representative (if you have an attorney, accountant, or other eligible person with you) will meet for an initial interview. If you would like someone to represent you, complete Form 2848, Power of Attorney and Declaration of Representative. The interview will cover information about your financial history, business operations, if applicable, and the records you keep. The examiner’s questions will help him or her understand the documentation you provide. Organize your records as much as possible — it will help speed up the examiner’s review of your records. If the examiner needs more information, he or she will ask for it in writing.


Provide Information

If you don’t voluntarily give the IRS the information requested on Form 4564, Information Document Request, the IRS may ask others (such as your bank, employer, customers, etc.) for the information, summons the information from you or others (a summons generally requires the information be provided, although there are certain exceptions), or adjust items on your return (or left off your return) that you didn’t support with appropriate documentation.


If you have questions about the examination

Ask your examiner or ask to speak to his or her manager. If you want professional assistance, you can seek help from an attorney, certified public accountant, or enrolled agent. You may qualify for free or low-cost assistance from a Low Income Taxpayer Clinic.,
See a full discussion of In Person Audits.

Where can I get additional help?

Understanding your notice or letter

Get Help topics

If you still need help

The Taxpayer Advocate Service is an independent organization within the IRS that helps taxpayers and protects taxpayers’ rights. We can offer you help if your tax problem is causing a financial difficulty, you’ve tried and been unable to resolve your issue with the IRS, or you believe an IRS system, process, or procedure just isn’t working as it should. If you qualify for our assistance, which is always free, we will do everything possible to help you.

Visit dev.taxpayeradvocate.irs.gov or call 1-877-777-4778.

Low Income Taxpayer Clinics (LITCs) are independent from the IRS and TAS. LITCs represent individuals whose income is below a certain level and who need to resolve tax problems with the IRS. LITCs can represent taxpayers in audits, appeals, and tax collection disputes before the IRS and in court. In addition, LITCs can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. Services are offered for free or a small fee. For more information or to find an LITC near you, see the LITC page on the TAS website or Publication 4134, Low Income Taxpayer Clinic List.

Related Notices or Letters

  • Letter 3253 – Taxpayer Appointment Confirmation
  • Letter 3573 – SBSE Office Exam Appointment Confirmation
  • Letter 3572 – SBSE Office Exam Call-Back Appointment Letter
  • Letter 3572B – NRP TCO Initial Contact Letter
  • Letter 2205 – Initial Contact
  • Letter 2205A – Initial Contact
  • Letter 2205B – NRP2 Initial Contact Letter