Meeting with an accountant for the first time can be a little nerve wracking. It can be difficult to know what to bring, especially when you don’t have any financial troubles for them to solve. Starting with three year’s worth of tax returns and access to your quick books is a good start, but it really does vary on what you’re meeting with the accounting firm for.

Tax Preparation

To prepare to file your return for tax season, we will need the tax documents from your employers: W-2s, K-1s, 1099s, charity statements, and if you’re a student, form 1098 (tuition statements). If you are self-employed, be sure to bring in all your mileages, business expenditures, and business receipts. From here, we will also ask for your tax returns from the past three years. We can look at your current deductions and see if we can find you more money to claim for a refund.

Tax Planning

Tax planning and tax preparation often are easily confused terms, but remember that tax planning regards plans to paying taxes year-round and not just during tax season. If you are self-employed or if you own a business, tax planning is vital to your livelihood. To a tax planning meeting, be sure to bring your older returns so we can analyze trends in income and expenditures. At these meetings, it’s very acceptable to ask questions about deductions, quarterly taxes, and paying taxes while self-employed. If you’re meeting as a business, we will ask for access to your QuickBooks to analyze your company’s financial information.

Tax Resolutions

If you’re meeting with an accountant or CPA to discuss options in paying off a large IRS balance, it’s best if you come to the meeting with all of the tax document you would bring to a regular tax preparation meeting in addition to IRS notices. If prior to the meeting your accountant asks you to bring additional materials or documents, assume that it’s necessary. Although, remember that even if you don’t have everything prepared, you can still come in to discuss your options. We can retrieve documents for you through the power of attorney from the IRS.

Additional Questions

If you have any other questions, definitely be sure to ask them. These early meetings really get the ball rolling, especially during tax resolution cases. The more information you allow your accountants to have, the better outcomes you will have when solving problems or future problems.

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