- Stay calm and remain on the phone with the taxpayer;
- Discuss their situation with compassion;
- Identify if their potential estate tax obligation meets or exceeds expected lifetime payroll taxes;
- and coach them through options for a painless death, OR provide instructions for making their next estimated quarterly payments.
- Remember, they are no good to us dead (unless they are).
"Do not transfer the call or place the taxpayer on hold."
"While reporting a suicide threat to local law enforcement authorities, state only that the threat was made during a contact involving "official business." Do not mention the underlying reason for the taxpayer's call."
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