Bring the full picture
Gather income forms, contribution records, and supporting documents in one organized place. Include your prior-year return and a list of estimated tax payments so your CPA can understand the starting point.
Write down what changed
Before your appointment, make a short list of major financial developments and the questions you want to discuss. This gives your conversation direction and helps you explain your priorities.
Give business records some attention
For business owners, organized income and expense records support both financial reporting and tax preparation. Set aside time to resolve unexplained transactions and gather missing documents.
Start with a conversation
You do not need every answer before reaching out. Share what you have and ask which additional information will help your CPA assess your situation.
Further reading: IRS: Gather your documents ↗ · IRS: Business recordkeeping ↗
General educational information. Your circumstances determine the advice and services appropriate for you.
Discuss your questions with Sina ↗
