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Whether you need tax planning support or another form of financial assistance, a certified public accountant (CPA) can help. But if you want to get the most out of these services, it’s critical to come to consultations fully prepared. The guide explains how to get ready for your meeting.

4 Steps to Prepare for Your First CPA Meeting

1. Schedule an Appointment

A CPA’s calendar can get booked quickly—especially as clients rush to finish tax return preparation on time. To make sure you have enough time to conveniently review your finances, schedule your first meeting ahead of time. If your situation is deadline-specific, confirm that the accountant can work within those parameters.

2. Outline Your Goals

From tax return preparation to commercial bookkeeping, CPAs can assist with many different financial tasks. To keep your meetings focused, figure out your goals so that you can discuss them with your accountant. Try to be as specific as possible about your targets—such as growing your business income by 10% or managing your assets so that you stay within a certain tax bracket.  

3. Request Necessary Extensions

CPAIf you’re facing deadlines from the IRS, you’ll likely be able to file for an extension. However, you shouldn’t wait. To make sure you have enough time to resolve tax planning matters—and remain in good standing with the IRS—request extensions as soon as you think you’ll need them.

4. Organize All Relevant Documents

Prepare any documents that may be related to your reason for visiting the CPA. For example, if you’re focused on tax planning, bring all records regarding income, expenses, and assets. Or, if you’re a business owner in need of payroll services, organize all employee W-4s.   

 

When you want to take control of your tax planning, look to the services of Young Hoy & Burnett, CPA. Serving the Texarkana, TX, community for more than four decades, these experienced accountants are adept at helping businesses and individuals maximize financial resources. Taking a personalized approach, this firm will carefully review your circumstances and develop easy-to-understand strategies to help you achieve your goals—such as minimizing tax liability or achieving business growth. To learn more about these capabilities, visit this provider online. If you’d like to schedule a consultation, call (903) 794-2211.

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