Thanks For Taking The Time To Reach Out…..
Your form has been successfully submitted and one of our staff members is currently clearing out their calendar to give your account the time and attention it deserves. We give all out clients the same neurotic level of dedication, so please bear with us until we get back to you (which will be AASAP – absolutely as soon as possible).
Meanwhile, some items to bring to meetings that can help:
BUSINESS TAX MEETINGS
1) Copy of prior year’s tax returns (if you have them)
2) Copy of QuickBooks Balance Sheet and Profit & Loss statement (if you have them)
PERSONAL TAX RETURNS
1) Copy of prior year’s tax returns (if you have them).
2) Copies of current year’s tax documents.
IRS TAX PROBLEMS
1) Copy of the tax return for the tax year under question.
2) Copies of most recent IRS or state letters (all pages, back and front).
3) Copy of the original IRS/State letter stating the tax concern.
4) Copies of any tax records that will assist in understanding the tax issue.