Questions to ask before choosing tax representation

Identify the people and the authority

Ask who will handle intake, who will investigate the account, and who would represent you before the IRS. Request the representative’s qualifications and an explanation of any authorization you would sign.

The IRS Taxpayer Bill of Rights includes retaining representation. Ask how that right will be exercised in your particular engagement rather than assuming the person on the first call is the assigned representative. IRS Taxpayer Bill of Rights ↗

Make the scope concrete

• Which tax years and issues are included?
• Are missing returns included or priced separately?
• Is a specific application included after investigation?
• What follow-up happens if the IRS requests more information?
• What happens when the recommendation changes?

Request the total fee structure, payment terms, and cancellation provisions before agreeing. Separate provider fees from any government fees or payments. If you do not understand a term, ask for it in plain language.

Define the communication standard

Ask how you will receive updates, who answers questions, and how quickly urgent notices should be shared. Confirm how sensitive records will be transmitted and stored. Never share your account password or send a full tax return through an unverified channel.

Review written promises carefully. A provider should be able to explain the facts behind an option and the limits of what can be predicted. The IRS, rather than this website, determines eligibility and decisions on applications.

This site routes tax relief calls to Republic Tax. The referral page is another source of provider information; review the actual engagement agreement before buying services. You may also seek a different qualified professional or contact the IRS directly.