Best Answer

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.

User Avatar

Wiki User

โˆ™ 2005-12-04 04:08:08
This answer is:
User Avatar
Study guides
See all Study Guides
Create a Study Guide

Add your answer:

Earn +20 pts
Q: What information should you take to a meeting with a tax accountant?
Write your answer...
Related questions

What is information outsoursing?

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.

What courses in college should an accountant in training take?

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.

To be an accountant what math courses are needed?

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.

What is the examination that you take after your degree to become an accountant?

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

What subjects should you take in school if i want to be an accountant?

financial accounting, costing, management accounting, auditing

What options should you take to be an accountant?

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

Where can one take a chartered accountant course?

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.

You want to become an accountant should i take extra maths at school..i am only 13 years old.but definitely want to become an accountant?

Very advisable to improve your mathermatical skills for this type of job.

How many years does it take to become a charter accountant?

it took 4 years to became a charter accountant

What should you do right after an interview?

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

What subjects to take at college to become a accountant?

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.

What are the importances of meeting minutes in conducting a meeting?

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.

What is the best high school to go to if you want to be an accountant?

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.

Do you need to take calculus to be an accountant?

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

What classes do u have to take in college to become an accountant Nd wat major would it be?

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

If you haven't slept in twenty four hour's should you go to a two hour meeting?

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

How long does it take to be an accountant?

it takes 3 years

How many exams do accountant need to take?


Can one become an accountant without paper qualifications?

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.

What step should a management accountant take if established written policies provide insufficient guidance on how to handle an ethical conflict?

Should you take a salary with an S Corporation?

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

What qualfications are needed to become an accountant?

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

The states legislators decided that a meeting to fix the Articles of Confederation should take place in?


What classes do you need to take in high school to become a accountant?

You need to take Invesments

What kinds of information should you take notes on as you look through your sources?

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.