Explain the communication, tax period, and part you do not understand. You can say that a source is missing or that payment is difficult without filling the gap with an estimate presented as fact. Have the notice accessible when possible. The initial discussion should identify the account question and proposed task, instead of assuming every letter calls for the same response or relief process.
Clarify what comes after the call
Ask who performs the work, what documents are necessary, what terms and charges apply, and how any required action is confirmed. Before sending private material, agree an appropriate destination and method. Keep the official instruction visible during that preparation. A consultation does not automatically authorize representation, submit a filing, create an IRS agreement, or alter a requirement. Each later step needs its own understood responsibility and actual evidence of completion.