If you aren’t set up as a representative, you may have to wait for a power of attorney or other authorization to be submitted. If the matter is urgent and can’t wait, a quick workaround is to just make the call with your company’s designated and authorized person on the line. I’ve called agencies alongside CFOs, managers, finance VPs, and a variety of other company leaders.
5. Rude Agent? Call Again.
I’ve spoken to agents who can’t hang up quick enough and those with the patience of a saint. If you feel that being nice didn’t get you what you needed, you can always call right back to get someone else. At the end of the day, this is your issue to deal with. If you do not get the level of service or answer you need, call and call again. Eventually you’ll get the person who can help.
There you have it, five simple steps to make any tax notice call a productive one. If you happen to get a tax notice this holiday season, don't crumple it up and throw it on the Yule log. There’s a good chance that just a quick call can have your tax record cleaner than the freshly fallen snow.
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