Your Appointment Has Been Booked

CONGRATULATIONS

Your Appointment Has Been Scheduled. Some items to bring to the meeting 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.