CONFIRMED

Your twenty minutes is set. Now raid the filing cabinet.

Nothing on the list below has to be tidy, complete, or reconciled. Whatever exists is enough to read, and what is missing tells Steven Palmieri something as well. The gaps are usually the interesting part.

BACK TO THE DATES

Dig these out before we talk

  • Last year's business return, plus the personal one if there is a personal one
  • Any access you have to the current books, read-only works fine
  • The extension if one went in, and whatever payment went with it
  • Entity paperwork: formation, an S corporation election, changes in ownership