Preparing for a tax consultation
Make a list of your income sources, business activities and questions. Ask our team which records to gather and how to share them.
Keep sensitive documents out of website forms and ordinary email.
LEARNING CENTER
A little preparation.
A more useful conversation.
Simple ways to organize information before discussing your accounting and tax needs.
Getting your books organized
Identify your business bank accounts, recent statements, outstanding invoices and the system you use to record transactions.
Note any gaps or unreconciled activity you would like help reviewing.
Discussing payroll support
Have a summary of your payroll schedule, employee count and current payroll process ready for an initial discussion.
Ask how payroll records can be coordinated with your bookkeeping.
Questions about your situation?
These preparation notes are general information. Contact our team to discuss the records and support appropriate to your needs.
Request a free consultationYOUR ACCOUNTING & TAX QUESTIONS
Explore more preparation guides.
Choosing an accountant
Credentials, costs and what your business needs.
Choosing an accountantTax planning questions
Estimated tax payments, business records and year-round questions.
Tax planning questionsIRS notices & prior-year returns
How to organize your documents and identify the help you need.
IRS notices & prior-year returnsPayroll & Texas tax questions
Payroll forms, franchise tax and sales tax reporting.
Payroll & Texas tax questionsBusiness records & bookkeeping cleanup
Prepare a conversation about your records, industry and software.
Business records & bookkeeping cleanupOur West Houston office
Location, office hours and consultation options.
Our West Houston office