Tag Archives: IRS Meeting

Meeting With the IRS: What Not to Do or Say

Few interactions in life are as nerve-wracking as meeting with the IRS. Thankfully, most correspondence occurs via snail mail. When, however, an in-person meeting proves necessary, what you say — or don’t say — can determine a lot about your future tax situation. Hence, the importance of following these critical guidelines: Be Honest No matter […]

What to Say (and What Not to Say) When Communicating with an IRS Agent

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 […]