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