Client Resource
Before Your Tax Appointment
A short preparation list for an efficient meeting.
Checklist
- Complete the relevant individual or business checklist
- Bring prior-year returns if we did not prepare them
- Organize tax documents by category before the appointment
- List estimated tax payments with dates and amounts
- Bring every page of any IRS or California notice
- Prepare questions about major transactions or life changes
- Do not email Social Security cards, passports, full tax returns or other highly sensitive documents unless a secure method has been arranged
This resource is general information, not legal advice, and is not a substitute for review of your specific facts. Tax laws and agency procedures may change.