YOUR TIME IS HELD

Your slot is held. Here is what makes the twenty minutes count.

None of this is homework and none of it has to be tidy. Whatever you can put your hands on beforehand is what turns a general conversation about lowering tax into a specific one about your own return and the year you are standing in. If you can only find one item, bring that one and the call still earns its twenty minutes.

BACK TO THE FULL ANSWER

Have these near you for the call

  • Last year's business return, and the personal one if there is a personal one
  • Whatever access you have to the current books, read only is fine
  • A rough figure for what the tax bill came to, even if it is from memory
  • Any paperwork from when the entity was set up, including an election letter or a change in ownership