Prepare an evidence-focused representation call

What the IRS guidance explains

Before hiring tax help, identify who will perform the work and who may represent you before the IRS. Credentials and representation rights differ. Ask for a written scope, total or staged fees, excluded work, cancellation terms and the next required action. A company's service list does not prove that a particular remedy is available for your account. Compare the proposed service with direct IRS options and free or low-cost help for eligible taxpayers.

Compare the scope before comparing the sales pitch

Ask for the name and role of the person doing the analysis and the person handling representation. Compare the proposed work with the task you actually need: return preparation, record review, a notice response, or a collection discussion. A broad list of services can hide important exclusions.

Get the scope, fees, payment stages, cancellation terms, and document requirements in writing. Ask what happens if the initially discussed remedy is unsuitable. Keep your own copies of records and compare paid help with direct IRS resources or eligible free and low-cost assistance.

Prepare the working record

Use this guide’s interactive checklist to organize the specific task. On your printed copy, note the source of each document and the date. Treat a missing item as a question to resolve; do not fill in an uncertain figure merely to make the packet look finished.

Before sharing evidence, verify the recipient and a secure delivery method. Keep a record of what you provided, when, and which question it addresses. Preparation helps explain the facts; it does not determine tax liability, approve relief, or extend an official deadline.

Your practical checklist

Keep exploring

• Review a balance you believe is incorrect
• Compare proposed income changes with your records
• Understand the rights attached to a collection notice