Start with the communication you hold
At (855) 494-5639, describe the tax period and bank or IRS information relevant to your concern. Say which point needs explanation and whether necessary living costs are affected. Missing records can be identified for review rather than replaced by guesses. Keep the actual document available so the conversation refers to its wording and known facts.
Clarify how assistance proceeds
Ask what task is proposed, which account information is needed, and who would handle an agreed action. The terms and fees should be understandable. Keep bank statements and tax-account material private until their purpose in the review is clear. Confirm the receiving person and suitable exchange method later if records are required, retaining official instructions separately from assumptions about the effect of a call.