A first discussion can describe what needs attention and clarify relevant assistance. The account history can remain incomplete while you ask a useful current question.
Keep the opening connected to the account
Say whether payment, an IRS letter or an uncertain amount prompted concern. Mention the period if known and keep a current source nearby where possible. Identify missing evidence honestly rather than assume what it would show. A clear opening can distinguish the problem from the work proposed to address it, before every relationship is reconciled or a particular formal process is selected from its name alone.
Ask what further work would cover
Clarify the review, charges and any permission needed. If more information is requested, keep why it matters with your note so the next conversation returns to a defined issue. Ask who obtains outstanding sources and how private material should be delivered. Retain actual IRS directions for intended action. A meaningful next task can make assistance useful while particular requirements and suitability still need consideration for the individual account.