How to Help Your Enrolled Agent Help You

You’re stuck in a difficult tax situation and not sure how you can possibly find a solution on your own. Thankfully, you don’t have to go it alone. An enrolled agent can guide you through every step of the process.

Unfortunately, you aren’t absolved of all responsibility the moment you seek the services of an enrolled agent. Your cooperation can make a huge difference in your final IRS outcome.

Be Honest

It’s perfectly normal to feel embarrassed about your tax situation but trust us: there’s little that can phase an enrolled agent. We’ve seen it all.

Enrolled agents are notoriously compassionate. We understand the ease with which responsible people can fall into difficult tax situations. We’re here to help — but we can’t do our jobs effectively if we don’t understand the details of your tax dilemma. The more honest you are from the outset, the more likely you are to arrive at a workable solution.

Honesty includes access to records. Your enrolled agent may request tax forms, income verification, and a variety of other documents. Your efforts to provide this information will allow your enrolled agent to negotiate more effectively with the IRS.

Ask Questions

Enrolled agents are responsible for explaining tax matters in a clear, yet detailed manner to ensure that you understand every facet of your situation and an eventual solution. Don’t hesitate to seek clarification when needed.

As far as enrolled agents are concerned, dumb questions don’t exist. Feel free to call with urgent questions or concerns. It may also help to record any questions that arise — and then share when discussing your situation in person.

Don’t Meet or Talk to the IRS on Your Own

The Enrolled Agents at the Highland Tax Group are eager to be of assistance. If your client is up against an IRS audit, Revenue Officer meeting, field audit, or is looking to meet with the IRS in person, we highly recommend contacting us directly first to discuss. Meeting with the IRS in person, without prior experience, can best be described as “shooting in the dark”. Don’t take the chance. We meet with IRS

The enrolled agents at the Highland Tax Group are eager to be of assistance. Get in touch today to learn more about our tax resolution services — and to discover the next steps for bringing your IRS issues to a close.