YOUR TIME IS HELD

Your time is held. Bring whatever the IRS sent you.

Twenty minutes, and the more of the file you have to hand the more Steven Palmieri can tell you about what is still open. He reads the return on the call itself, so the useful thing to do before then is gather whatever the IRS has sent and get the books somewhere he can see them. If one of these does not exist, say so when you get on. That is information too, and it usually explains something.

BACK TO THE START

What to have open on the call

  • Any notice or letter the IRS sent, including the ones you set aside
  • The business return from last year, plus the personal one if it is filed separately
  • Read-only access to the books exactly as they stand today
  • Entity paperwork if you can find it: formation, an S-corp election, ownership changes