This is the correct amount of effort for a thread like this.

Bring a list. Embarrassment makes everyone forget things, including you.

Bring a list. Embarrassment makes everyone forget things, including you.

Written confirmation email after every phone call. Cheapest insurance there is.

Test one thing at a time. It feels slower and it is the only way to learn anything.

File early. The window is shorter than people think and it starts at the transaction.