Your first-conversation checklist
A short printable guide to organizing general questions about scope, fees and next steps. It contains no fields for private financial information.
Download the public checklist (.txt) ↗A little context. A better conversation.
Public information to help you prepare a question. No personal data or sign-up is required.
Official IRS information
Start at the source for federal tax information. Check the current page and your own circumstances before acting.
Visit IRS help and resources ↗Protecting taxpayer information
An official starting point for professional data-safeguard planning. Website guidance does not replace the practice’s organizational safeguards.
Read IRS data-protection resources ↗