If you need surgery on your broken leg, you may need to see an orthopedic specialist. In the same way, IRS enrolled agent is a certified specialist in tax: An enrolled agent offers specialized tax knowledge and assistance if you face tax fraud or evasion charges, a levy or lien, or execution of an IRS agreement. Although he’s an expert in tax disputes, you’re the expert on your issues and financial history, so here are some ways to help him help you.
Cooperate fully. When your enrolled agent asks you to produce documents, attend meetings or contact her, comply. Your actions show that you’re willing to do whatever’s necessary to resolve your case in a timely manner.
Ask questions. IRS proceedings can be highly technical. Make absolutely sure that you understand what you yourself are being asked, and what you’re agreeing to.
Track all communications. Every time you talk to your agent, write down the time, date and a few notes about what you discussed. These notes assist you in remembering details and staying organized as you document your case.
Analyze your finances. In addition to filing missing tax returns and assembling documents that verify your current income and expenses, complete Form 433-A or Form 433-F. These forms will help you to determine how much you can afford to repay on any IRS debt.
Always be honest. The consequences of an IRS judgment can be harsh, and you may be tempted to hide income or otherwise be dishonest. Honesty is the best policy and assists your agent in helping you.
Show compassion and courtesy. Remember that your enrolled agent is human, like you. Even though you’re stressed and uncertain, always show compassion, courtesy and kindness when you interact with your enrolled agent.
Your IRS challenge required specialized service from an enrolled agent. The IRS enrolled agents at Highland Tax Group stand ready to assist you, and you can learn more when you contact us at 720-398-6088.