The suggestions highlighted below will help you communicate more effectively with the IRS on behalf of your client.
Be Prepared With the Proper Documents
Prior to calling, gather relevant tax documents from your client to ensure that you’re fully prepared to answer any questions IRS agents may pose. The more organized and in charge you sound over the phone, the easier you’ll find it to get through any process with the IRS.
Don’t Express Anger Or Make Threats
Negotiating with an IRS agent can prove highly frustrating. Under no circumstances should you let this frustration influence your tone of voice. Resist the urge to express anger or annoyance. Animosity will not produce the results you desire. When in doubt, be courteous, yet firm. Remember, the IRS agent on the line is just doing his or her job.
Don’t Apologize Or Share Too Much
When discussing sensitive tax matters, stick to the basics. Apologies are not necessary — nor are lengthy explanations. By sharing too much, you risk further compromising your clients’ already perilous tax situation.
Work With a Trusted Tax Professional
While many taxpayers and their representatives attempt to communicate with IRS agents alone, this approach isn’t always advisable.
As you deal with IRS agents, don’t hesitate to call the Highland Tax Group for backup. We’re happy to assist with every aspect of your clients’ IRS ordeal. Contact us today to learn more about our services.
Some additional helpful IRS links are below:
IRS Publication 1 – Your Rights as a Taxpayer
IRS Publication 5170 – Taxpayer Bill of Rights
*We highly recommend professional representation when dealing with the IRS. The experts at Highland Tax Group, Inc. are available and more than happy to help.