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