Thank you for Scheduling an initial Meeting

You will soon receive via email a request for the fol­low­ing doc­u­ments by my staff accoun­tant.

These include the fol­low­ing:

Last two years of tax returns filed.

For cur­rent busi­ness own­ers — either access (view only is just fine) to your account­ing soft­ware, or alter­na­tive­ly, your Prof­it and Loss, as well as your Bal­ance Sheet for the last two years.

Rev­enue, income, and expense pro­jec­tions for the cur­rent and next cou­ple of years

You will also receive a ‘check­list’ factfind­er that enables me to under­stand your finan­cial pic­ture, as well as ensures deduc­tions aren’t missed, and exam­ine deduc­tions you’re cur­rent­ly tak­ing are prop­er­ly entered, and using the most favor­able method avail­able to you by law.

Depend­ing on your ini­tial answers to the sched­ul­ing ques­tions, fur­ther doc­u­ment requests as appro­pri­ate.

Thank you and I look for­ward to form­ing a plan to max­i­mize your after tax income.

In the mean­time, if for any rea­son you wish to resched­ule, please let me know and we’ll find anoth­er mutu­al­ly good time. 715–620-0123

Also, to have a bet­ter idea of what you can antic­i­pate, here is a few arti­cles you may find inter­est in

Busi­ness Tax advi­so­ry and tax prepa­ra­tion

Ben­e­fi­cial Own­er­ship Infor­ma­tion Form and Require­ments

Top 10 Com­mon Busi­ness Tax Mis­takes (and a bonus mis­take)