Identify the information that needs explanation
Keep the bank communication, account sources, and relevant IRS notice together. Describe the account context and transaction question using the facts available. A joint account or transfer can raise individual legal and financial questions; do not settle them from a label or a working note. The proposed review needs the actual circumstances and applicable requirements.
Preserve original records
Retain the dates, sources, and stated purposes of the information relevant to the concern. Note any discrepancy or missing evidence. If more than one record describes a transaction, make their relationship clear without counting them as separate events by assumption. A summary should help locate support, not replace the source or conceal an unanswered ownership or account-treatment question.
Define the assistance
Ask which particular facts the task would examine and how private account material would be exchanged. Clarify the responsible person, covered periods, and terms before authorization. A prepared file does not establish a levy release or the legal treatment of funds. Current official context and relevant individual advice may be necessary, with actual confirmations retained when later actions occur.