Resolving an IRS tax problem is a team effort. While Munoz & Company, CPA will guide you through the process, communicate with the IRS, and help determine the best resolution strategy for your situation, your participation is essential. By staying organized, responding promptly, and keeping your financial information accurate and current, you can help avoid unnecessary delays and give your tax professional the strongest possible foundation for moving your case forward.

Do:

1. Send requested documents promptly. Missing or delayed paperwork can stall the process and cause unnecessary frustration.
2. Keep financials current. Bank statements, pay stubs, and expenses should reflect your most recent financial reality.
3. Respond to requests completely. Double-check that all requested items are included before submitting to avoid repeat follow ups.
4. Ask questions, but avoid daily check-ins. You’ll be contacted when there is a meaningful update.
5. Notify your tax pro of changes. New income, a job loss, or major life changes may impact your resolution strategy.
6. Use the provided checklists and portals. They’re designed to help you stay organized and make the process smoother. Be honest and thorough. Full disclosure helps us choose the best resolution path and avoid setbacks later.

Do not:

1. Don’t sell property or make major financial changes without professional guidance. These decisions can impact your eligibility for certain programs, such as OIC.
2. Don’t submit outdated or estimated numbers. The IRS will verify, and any discrepancies may slow down the process.
3. Don’t assume silence means progress or failure. Many IRS decisions take weeks or months. Your tax pro is monitoring your case and will reach out with any updates.
4. Don’t file multiple requests or forms on your own. Duplicate submissions can confuse the IRS and delay the processing of your requests.
5. Don’t ignore any notices, even if we’re in the midst of a resolution. Share any new correspondence with your tax pro right away.