Before you pick up the phone, let’s make sure you’re armed with everything you need to avoid the dreaded “please call back with more information” response. Being prepared can save you several extra hours of frustration and multiple calls. It can also be a great way to show the IRS you are serious about taking action.

Before calling the IRS, gather key documents like your prior and current tax returns, IRS letters, and supporting documents (e.g., W-2s, 1099s). Being prepared may help streamline the process, thereby helping you resolve your issue faster.

Whether you’re planning to call the IRS yourself, or have an experienced tax professional represent you, here is a checklist of information to have on hand before beginning the process:

Key Documents to Have on Hand

• IRS Letters or Notices: These are your starting points. They explain why the IRS is reaching out and what they need from you.
• Tax Returns: Bring copies of your prior year’s return and the current year’s return (if filed). These are often used to verify your identity and clarify discrepancies. You must file all required tax returns during the compliance period before the IRS can negotiate any resolution options to address your tax balance.
• Supporting Documents: Depending on your situation, these may include forms W-2 and 1099, and any other forms that support your income and deductions. If you’re self-employed, gather Schedule C or F forms, business receipts, and any logs or other records you have.

Identity Verification

• Be ready to provide your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN), birth date, and filing status (e.g., single, married filing jointly) used when you filed your most recent tax return.
• If you’re using an IRS online account, you can access additional records like transcripts and payment history which may be used to support your case.

Red Flags to Watch For

• Missing Documents: If you don’t have all your tax records, or you are missing tax returns, the IRS may not be able to assist you fully. Failing to file required returns during the compliance period can delay resolution.

If this checklist feels overwhelming or you’re unsure about your next steps, don’t hesitate to contact a tax attorney or tax professional with experience helping people with their tax problems. Our team of experienced tax professionals can help you gather the right documents, navigate IRS procedures, and even represent you before the IRS and state tax authorities. Remember, the IRS may be intimidating, but with the right preparation (and a little help), you can take care of this problem.

For help navigating your tax problems and negotiating a resolution, contact the experienced tax team at the Business Law Group. We’re here to help you navigate the process, protect your rights, and ensure the best outcome legally possible. Call us at (719) 355-8840 or email info@businesslawgroup.us to get started to