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Description
Purpose of This Appointment
During this session, we will:
Confirm your filing needs (individual, self-employed, business, or mixed income)
Review the key documents required to prepare or finalize your return
Identify potential credits, deductions, and tax planning opportunities
Address any IRS/state notices, prior-year issues, or compliance gaps (if applicable)
Explain next steps, timing, and pricing based on your situation
What We Will Cover
Depending on your tax situation, we may discuss:
Income Sources: W-2, 1099, self-employment, rental, retirement, unemployment
Credits & Deductions: dependents, education, child tax credit, EITC, itemized deductions, HSA, retirement contributions
Business Taxes (if applicable): Schedule C, S-Corp/C-Corp filings, payroll considerations, estimated taxes
Multi-State Filing: residency, remote work, state withholding issues
IRS/State Notices: letters, balances due, payment plans, penalty abatement options
Bookkeeping Support (if needed): cleanup, reconciliations, and year-end readiness