First priority: identify what is time-sensitive
Put the most recent letter in front of you and record its notice number, tax period and response date. Mention an urgent agency action described in the letter without making assumptions about its legal effect. Ask what must happen next and who will do it. An introductory evaluation should not be treated as proof that a response was submitted or that collection has stopped. Keep written confirmation of any promised immediate work.
Second priority: give a reliable account summary
Explain which years are involved, whether returns are filed and whether you already have an arrangement. State the balance source and its date; label uncertain totals as estimates. Briefly describe current income and the affordability issue without sharing unnecessary sensitive details at the outset. Ask what records are required to verify the account. A specific summary makes it easier to distinguish a filing problem, disputed charge and payment problem.
Third priority: understand the proposed next step
Ask whether the next phase is a document review, return preparation, account investigation or representation. Request deliverables, total quoted cost, exclusions and the responsible professional in writing. Compare that proposal with official direct options and any other advice you obtain. Republic Tax's FAQ describes an initial evaluation and acknowledges that not every case produces savings. Treat outcome estimates as questions to verify, not promises on which to base your decision.
Your action checklist
Use the checks to plan. Do not send sensitive documents through this website.
Questions people ask
Should I accept a proposal during the first call?
Use the call to understand the work and obtain written terms. Review what is included and what remains uncertain before authorizing a paid engagement.
Can this guide choose a remedy for me?
No. It helps organize the conversation. Eligibility, professional recommendations and agency decisions require your actual records and applicable rules.
Official resources
Agency rules and your facts control. Review current guidance before acting.