Prepare for the first conversation
Start with a short overview—not sensitive documents.
A consultation can begin with basic facts. Do not send Social Security numbers, ITIN numbers, passports, tax returns, banking information, or identity documents through a public form or social message.
Past tax helpKnow the tax year and what changed.
Share whether the issue involves a notice, amendment, missing form, rejected filing, prior return, or balance due.
Back taxesEstimate the number of missing years.
Mention known notices, filing gaps, and deadlines without uploading the documents through the public inquiry.
Tax resolutionSeparate filing from collection.
Resolution options are evaluated after the filing status, balances, notices, and compliance picture are understood.