LEARNING CENTER # A little preparation. A more useful conversation. Simple ways to organize information before discussing your accounting and tax needs. 01 ## 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. 02 ## 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. 03 ## 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 consultation ](https://soveeenterprises.com/contact.html) YOUR ACCOUNTING & TAX QUESTIONS ## Explore more preparation guides. ### Choosing an accountant Credentials, costs and what your business needs. [Choosing an accountant ](https://soveeenterprises.com/accountant-cpa-guide.html) ### Tax planning questions Estimated tax payments, business records and year-round questions. [Tax planning questions ](https://soveeenterprises.com/tax-planning-guide.html) ### IRS notices & prior-year returns How to organize your documents and identify the help you need. [IRS notices & prior-year returns ](https://soveeenterprises.com/irs-notice-guide.html) ### Payroll & Texas tax questions Payroll forms, franchise tax and sales tax reporting. [Payroll & Texas tax questions ](https://soveeenterprises.com/texas-business-tax-guide.html) ### Business records & bookkeeping cleanup Prepare a conversation about your records, industry and software. [Business records & bookkeeping cleanup ](https://soveeenterprises.com/business-records-guide.html) ### Our West Houston office Location, office hours and consultation options. [Our West Houston office ](https://soveeenterprises.com/houston-office.html)