Wyman ResourcesLinden / Wyman Resources / taxes owed
Begin with the unpaid-tax concern you know today and identify what still needs explanation.
Say whether the difficulty is payment, a letter or account information. Mention the period if known and keep a current source nearby where practical. You can acknowledge unavailable records rather than guess their contents. A clear present concern gives the conversation a subject before every financial relationship is reconciled or an extensive collection of supporting material is prepared.
Ask about scope, terms and any separate authorization if further work is discussed. Record why additional information matters to the debt question, retaining the source of instructions. Check planned account action against received correspondence. This helps a later conversation return to useful context without making a general opening sound like representation established, a formal request submitted or an IRS result guaranteed.