New client
What to bring to a first meeting
Gather these before the first meeting. Bring what you have. Six items are for a business and six are for an individual. If you own the business, both lists apply.
For a business
Entity documents: formation certificate, EIN letter, and any partnership or operating agreement.
The last two filed business returns, with all schedules and K-1s.
The current profit and loss statement and balance sheet.
Business bank and credit card statements for the current year.
Payroll reports: the latest quarterly return and the year-end W-2 and 1099 copies.
A list of the equipment, vehicles and property the business owns.
For an individual
The last two filed individual returns, with all schedules.
W-2s, 1099s and K-1s for the current year.
Records for deductions: mortgage interest, property tax, charitable gifts and medical costs.
Estimated tax payments made for the current year.
A list of questions you want answered at the first meeting.
Any IRS or state notice from the last twelve months.
Start a conversation
To start a conversation, open the intake form.