SEE-3 - Representation before the IRS - Section 2.2
Perform the preliminary work of building a taxpayer's case, including assessing the financial situation, gathering supporting documentation, and obtaining account transcripts.
Perform the preliminary work of representation: interview the taxpayer, evaluate the financial situation, and gather the supporting documentation needed to substantiate positions or establish ability to pay. Recognise the value of ordering IRS account, wage and income, and return transcripts to reconstruct the taxpayer's history and identify the issues actually in dispute before contacting the IRS.
Preliminary workTaxpayer financial situationSupporting documentationAccount transcriptWage and income transcript
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