A working summary should reveal its sources and gaps rather than conceal them inside one figure.
Begin with the source that needs explanation
Have the tax period and a short account of the document mismatch ready: a statement, deposit, return entry, or authority letter. Describe the question without first transmitting complete income records. Call (855) 494-5639 to discuss the income question and unpaid balance.
Define what a review would cover
Ask which years and record types would be examined, how sensitive material should be exchanged, and who would handle any proposed preparation or account-response task. If professional work is offered, request an explanation of its fees and authorization. Keep the agreed task distinct from an IRS decision or payment confirmation. A call does not itself reconcile documents, change a return, or establish that a payment process is available.