Bring the letter and a short summary
Have the complete latest notice, the relevant return if available and a list of years involved. Write the notice's response date at the top of your notes. Describe whether the main issue is a missing filing, unexpected change or inability to pay. Label balances you have not verified as estimates. A concise summary is easier to review than an uninterrupted account of every worry associated with the letter.
Prepare questions about the proposed work
Ask what the initial evaluation includes, what records must be reviewed and who would handle a paid engagement. Find out whether the next task is return preparation, account investigation or representation. Ask for the scope and fees in writing. If Republic Tax is discussed, its FAQ says an initial evaluation is offered and that some cases may produce no savings. Use those points to frame questions, rather than assuming all later services are free.
Leave with a usable action note
Before ending the call, summarize the next action in your own words: what you will gather, what the provider will do and when you should expect confirmation. Note which deadline remains your responsibility. Confirm a secure document-transfer method before sending sensitive records. Keep the proposal for review and compare it with available direct official options. A good preparation habit is retaining answers and evidence rather than relying on memory after a stressful conversation.
Your action checklist
Use the checks to plan. Do not send sensitive documents through this website.
Questions people ask
Must I provide account passwords during a call?
Do not share account passwords or identity-verification codes with a referral site. Ask a provider to explain the appropriate authorization and secure document process.
Does the call itself start IRS representation?
No. Representation requires a separate engagement and appropriate authorization. Ask how you will know that the professional has accepted and completed the specific next task.
Official resources
Agency rules and your facts control. Review current guidance before acting.