Taxes and Tax Preparation
Debt Consolidation
Income Taxes
Accountants

What information should you take to a meeting with a tax accountant?

767778

Top Answer
User Avatar
Wiki User
2005-12-04 04:08:08
2005-12-04 04:08:08

Your business papers such as partnership agreements, joint venture agreements. Your income documents: W-2's, 1099 Misc income stmts, unemployment income, K-1's from S corporations or partnerships, royalty income, rental income, bank interest received, IRA distributions, and all other income. Social security numbers or IRS numbers for all your dependents or spouse. Expenses: Personal expenses such as medical insurance and expenses. State taxes paid. Home mortgage interest paid. Contributions to charities. Employee expenses. Union dues. Investment expenses. Business expenses: Expenses totaled by category. Office supplies, cost of goods sold, advertising, mileage, equipment used the business, rent, wages paid,etc. If you have separate business, (eg rentals, bike shop, coffee shop) list income and expenses independently for each business. Most tax accountants will provide new clients with a "Packet" that asks pertinent questions and also lists what items you should bring.

1
๐Ÿ™
0
๐Ÿคจ
0
๐Ÿ˜ฎ
0
๐Ÿ˜‚
0

Related Questions

User Avatar

outsourcing is when you pay another company to take on an aspect of your business, e.g accountant. so i should think information outsourcing is giving information to a company to keep safe or to sell.

User Avatar

The best class to take is Accounting. You should also take Bookkeeping, Auditing, and Financing classes as well. They will all help you become the best accountant you can be.

User Avatar

Most colleges require college algebra and stats as a requirement. However, you should go to your college counselor to see what classes you should take to become an accountant.

User Avatar

You would take the CPA exam to become a Certified Public Accountant.

User Avatar

financial accounting, costing, management accounting, auditing

User Avatar

i am in year nine just about to pick my options and i want to be an accountant i am taking maths 3 sciences english french his and geo and buissness studies to be an accountant i would sugeest economics maths it or buissness studies good luck

User Avatar

Someone can take a chartered accountant course from various educational institutions such as Universities and Colleges. For example, York University offers a number of chartered accountant courses.

User Avatar

Take out a piece of paper and make notes on the meeting.

User Avatar

It depends on what college you attend. Most universities in Missouri require you to take Calculus I in order to become an accountant.

User Avatar

it took 4 years to became a charter accountant

User Avatar

You have to take Business studies and courses that are related to accounting, finance and economics to be an accountant.

User Avatar

Following are the importances of meeting minutes in conducting a meeting: 1) Agenda of Meeting can be documented and send to all the people who are going to attend the meeting. This helps to prepare them in advance for the Meeting dicussion. 2) Meeting held gets documented and can be refer in future for information like Meeting Topic, Attendees, Absentees, Meeting duration , Meeting recorder etc 3) It helps in documenting the Action items (identified in Meeting) with the Resposible person, Target date and how to track them. 4) Meeting minutes helps in tracking the action items to closure or carry forward to next meeting notes 5) It helps in documenting the Information sharing and important discussions take place during the meeting.

User Avatar

Probably not, unless you take a nap before if its a really import meeting :)

User Avatar

This is a question best answered by your own personal accountant and may change from one state to the other.

User Avatar

Truly you don't even need to go to college to be an accountant. Anyone can be one, there is no rules to say if you are or are not. But that's the same with a builder, anyone can be one although it does not guarantee that you are a good one. To be a good accountant you should look up subjects requirements for CA or CPA qualification entrance and do those because then you will be a chartered or certified accountant and be more legit.

User Avatar

To become an accountant you must have a degree. To become certified you must take the state test and pass.

User Avatar

if u want to become an accountant u need to have a good math background. Subjects that u need in high school should include: math offcourse accounting, bussines and information technology,,,, u can also take more subjects if u want more knowledge about bussines,,,entrepreneurship, marketing and management.

User Avatar

You cannot get an accountant job without paper qualifications. You can either get an accounting degree or have a degree in something else but take an exam to become an accountant.

User Avatar

The kind of information one should take notes on while they look through their sources should be information that is reliable and useful for their assignment or notes that would help them study.

User Avatar

When you are studying to become an accountant, you will take courses like Financial Accounting and Cost Accounting. You will also take Personal Finance at some schools.

User Avatar

Any college that offers a degree in accounting. Accounting courses are typically taught in the College of Business in a university. To become a Certified Public Accountant, you need a degree and experience before applying to take the exams.


Copyright ยฉ 2020 Multiply Media, LLC. All Rights Reserved. The material on this site can not be reproduced, distributed, transmitted, cached or otherwise used, except with prior written permission of Multiply.