When working with an accountant, the success of your particular strategy partially depends on you. Here are three points to keep in mind when getting your tax resolution efforts under way:
Collaborate with your tax professional. Getting your tax problems resolved requires work from both you and your CPA. You will need to provide records and financial information for the process to work well. Please don’t expect that you can step out of the picture and still get the results you want.
Make yourself available. Your tax professional will need to contact you frequently. Give him or her all your contact information – your home, work, and cell numbers, your fax number, all your email addresses, and your mailing address. If you fail to maintain contact with your CPA, then he or she cannot help you.
Develop an attitude of grace. Your CPA will be sympathetic with you, but remember to be considerate of your CPA in return. Your tax professional is working directly with IRS officers, some of whom are incompetent, indifferent, or punitive. Please remember the hard work your accountant is doing on your behalf. Manage your stress, anxiety, and composure so your CPA can work far more effectively for you. Always remember your CPA is in your corner and on your side.