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Business • Preparation guide

Organize your business tax conversation

A useful business tax appointment starts with a clear request and records you can explain.

01

Describe the business

Prepare a short description of your activity, business structure if known, and the year involved. Mention any significant changes you want to discuss.

02

Make records easier to review

Organize income and expense information and keep supporting records connected to the transactions they explain. Ask the team what format is useful for your appointment.

03

Confirm the work before it starts

Ask which preparation tasks and returns are included, what fees apply, and what you remain responsible for. Do not assume bookkeeping, payroll, or representation is included.

Official reference

IRS: recordkeeping

Review current requirements with the responsible authority. This is general information, not individual advice.

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