Bring the letter and last year's return.

Twenty minutes with Steven Palmieri, and nothing to prepare beyond last year's return and anything the IRS has sent you. He reads that return the way somebody questioning it would, tells you what a real plan would have changed, and says what is still open in the year you are sitting in right now. You leave with a straight answer about the return you already filed and about the one coming next. If a notice is what brought you here, put that in front of him first. Nothing is charged and nothing is signed on this call.