Quick answer
Bring current financial statements, prior returns, supporting receipts and statements, entity details and a list of business changes to your tax preparation meeting. Ask the preparer which additional records apply to your circumstances and arrange secure document sharing before sending sensitive information.
Start with your records
Gather your prior return, recent financial reports and a list of business changes. Your adviser will confirm which documents are relevant to your situation.
Look beyond the paperwork
Note plans to hire, purchase equipment, change ownership or expand. Discussing these before a decision can make the conversation more useful.
Agree on the next step
Ask what needs attention, who is responsible and when to reconnect. Specific filing and payment requirements should be confirmed for your business.
Sources and further reading
General organizational information, not individualized tax, legal or financial advice. Confirm requirements with a qualified adviser familiar with your circumstances.