Understand the business
Discuss your entity structure, operations, and filing needs before determining the right engagement.
For business owners
Business tax preparation that looks at the whole picture.
Your return is only as good as the records behind it. A CPA with 16 years in practice helps connect your books, your business structure, and your tax return.
Talk about business taxesA practical starting point
What we can work through together.
Connect books and taxes
Review the financial records supporting your return and identify questions or missing information.
Plan the next conversation
Discuss recordkeeping improvements and whether additional tax planning or bookkeeping support would be useful.
Before we meet
Bring the details.
And your questions.
This is a starting list. The information needed will depend on the scope of your engagement.
Helpful items to have ready
- Prior-year business tax returns
- Year-end profit and loss statement and balance sheet
- Payroll summaries, when applicable
- Records for equipment, loans, and significant business changes
Arrange a secure way to share financial documents directly with the office.
Common questions
A little clarity
before you start.
What if my books need work first?
We can discuss the condition of your records and whether a separate bookkeeping cleanup engagement is needed before preparing the return.
Will you help me identify the records needed?
The starting checklist depends on your business structure and activities. We’ll outline the information needed after discussing your situation.
How much does it cost?
Fees depend on the work involved. Call or send a note, and we’ll talk through what to expect before anything begins.