Keep the account evidence clear
Locate complete IRS correspondence, relevant return copies, and payment confirmations where possible. Identify years and the question each record may help explain. Keep missing support as a visible gap and preserve originals. If financial difficulty is being reviewed, explain the period covered by income and expense information. The aim is useful preparation for the service rather than a packet that implies every account fact has already been confirmed.
Clarify how the task proceeds
Ask who obtains outstanding information and who performs any response, request, or filing. Review engagement charges and authorization before proceeding. Confirm a secure handling method when documents are needed. Keep notes from the discussion separately from evidence of completed action. Actual notice directions and current requirements continue to matter, so the service responsibility should be explained against those sources as preparation develops.