YOU ARE BOOKED

You are booked. Here is what to bring.

Twenty minutes, and the more of this you have to hand, the more we can tell you.

BACK TO THE TOP

Bring these to the call

  • Last year's business return
  • Last year's personal return
  • Access to your current books, read-only is fine
  • Your entity documents: formation, any S-corp election, any ownership changes
  • Anything your current firm sent you that you did not understand