Business Clients

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First Meeting Checklist



Please bring the following information to our first meeting:
  • 3 years of past tax returns
  • Current year-end income statement and balance sheet
  • If you are using Quickbooks – a current backup of your data
  • Current copy of your paycheck
  • List of the estimated payments made year to date to both the IRS and the Arizona Department of Revenue
  • Payroll reports for all lapsed quarters
  • List of any loans made to business
  • Credit card statements – if used for business
  • Year-to-date sales tax reports
  • Client Information Form
  • Articles of Incorporation or Organization
  • If a LLC or Partnership – operating agreement.