We understand when meeting with us for the first time you may not know what to bring along for your appointment.  We have created this section to help you know what we need.

For tax appointments:

If your appointment is a tax appointment it would be beneficial to bring along your last three years of tax filings. This way we can also review the filings for possible missed deduction opportunities and advise you on the benefit of amending these returns. It also gives us the means to determine your tax bracket over the last few years to help in our tax planning discussions.

Accounting appointments:

If your appointment is an accounting appointment it would be beneficial to bring along you present bookkeeping or accounting system information to determine if it provides you with an adequate financial measuring device for your business. This will also allow us to compare other alternatives that may produce more desired results. We can also discuss whether a computerized accounting system is for you or not.