Whether you’re coming as an individual or a new business client, it’s helpful to bring along a variety of documents. We will let you know which items are the most beneficial for our initial consultation prior to your visit, but some common forms to start gathering are:
Your most recent tax return
A recent bank statement
Brokerage statements
Real estate transaction statements
Profit or loss statement
Business agreements and insurance documents
Employee benefit statements
Talk with us about your accounting, tax and advisory needs today!