Start with the account concern
Use (855) 494-5639 to explain the affected year, letter, or balance question. If an authorization has already been proposed, describe which document it is without assuming that it has been processed. Have the relevant correspondence and available records nearby. Missing information can be identified as part of the conversation about the review needed.
Clarify the task before agreeing
Ask who would perform the work, which periods it covers, and what any permission request allows. Fees and responsibilities should be explained. Check which records relate to the proposed authority before agreeing to send private material. Confirm a suitable recipient and delivery method for records required later, keeping the service scope and actual official instructions available so a call is not mistaken for a completed IRS submission.