Know the broad numbers.
Approximate revenue and profit, your entity type, and how you pay yourself today.
STEP 03 / BEFORE WE MEET
Make the conversation
count.
Watch the Year-Round Tax System presentation, then bring your questions to the call.
THE YEAR-ROUND TAX SYSTEMYOUR PRE-CALL PRESENTATION
A LITTLE PREPARATION GOES A LONG WAY
Bring the questions
that matter to you.
You don't need to send anything ahead of time. A clear sense of where you are is enough to begin.
Think about your last return.
Roughly what you paid, whether the balance due surprised you, and who prepared it.
Write down what's unclear.
Bring the decisions you're weighing, like a large purchase, a new entity, or a future sale, and what you'd want to know first.
Check your booking confirmation.
Use it to confirm your meeting time and joining details. If you haven't booked yet, choose a time first.