Explain the year and gap
At (855) 494-5639, describe the balance or return question and the business records you hold. Have the relevant notice available if possible. Say which entries or source statements are missing rather than creating an unsupported total. The first discussion can identify the information a proposed review needs without treating incomplete books as a finished tax packet.
Understand the service task
Ask which periods and work are covered, who checks the records, and how fees and responsibilities are explained. Keep any actual account instruction in view. Ask which source papers will answer the specific missing-record or return question. Confirm the recipient and appropriate exchange method before sending business source material, and distinguish planned preparation from actual evidence of later filing or response.