How to Prepare Before Calling the IRS
Making a call to the IRS for any reason can be stressful. There is no denying that the IRS has a reputation for being intimidating, and when you add on the fact that you are not sure that you are prepared for the questions they might ask, or the assumptions they might make, it is no wonder that many taxpayers would rather do most anything to avoid communicating with the IRS. Contrary to these assumptions, making a call to the IRS does not have to be intimidating or scary. The trick is to be prepared. How do you do that? Here are some tips for preparing to communicate with the IRS:
Get organized: Before you make any call to the IRS, you should take the time to make sure that your documents are in order. Make sure that you have your latest tax return and any related tax forms (W-2s and 1099s are a great place to start). If you have received a notice from the IRS and they have a question for you, then make sure that you have the materials that they are questioning right in front of you.
- Rehearse your questions: This may feel a bit strange, but practicing what you want to say to the IRS representative and making sure that your questions are concise and clear is a great idea. Say them out loud first to a friend or family member or record yourself and play them back. You will feel more confident once you know exactly what you want to say and convey.
- Do not provide too much information: A good rule of thumb with the IRS is to answer questions that are asked truthfully, but to try not to provide information that may contradict your return or call other areas into question. Ask the questions that you need to, answer what you need to, and then wrap up the phone call.
- Check the IRS website before you call: Do a little bit of homework before your call to be sure that you are not able to find the answer to your question online. The IRS has worked very hard in the last few years to include more complete information on their website. So it is possible that you might find out that you may not need to call after all.
- Ask for help if you are uncomfortable: Some taxpayers will never be comfortable communicating directly with the IRS. It simply causes too much stress and anxiety. A reputable tax professional can take this task off of your hands and communicate with the IRS on your behalf if necessary.
Success Tax Relief: Extensive Experience Communicating With the IRS
Do you need help or support communicating directly with the IRS? Contact Success Tax Relief at 1-877-825-1179 or start by sending us an inquiry online. Our team of tax professionals has extensive experience communicating with the IRS and helping clients understand what is being asked and what type of information to provide. With 30 years of experience in the field, we can help you navigate this process to lessen your stress and increase the likelihood of a positive resolution to the tax matter.