What steps should a practitioner take when onboarding a new IRS collection client?

When taking on a new collection client, practitioners should follow these steps promptly:
1. Secure a signed retainer agreement to establish the engagement and terms of service.
2. Obtain a signed Power of Attorney (Form 2848) to communicate with the IRS and gather account records.
3. Contact the IRS immediately to request a hold on collection activities while the case is being evaluated.
4. File any missing tax returns to bring the client into compliance.
5. Submit a resolution proposal,such as a payment plan, hardship status, or Offer in Compromise,once all necessary financial and tax documents are in order.
Acting quickly and systematically helps prevent levies or garnishments and positions the client for the best possible outcome.