Consultation prep
Your intake checklist
A few minutes of gathering before we meet makes your consultation far more useful. Bring what you have. Missing pieces are normal, and we can work around them.
Tax documents
- The last two years of filed federal and Utah returns
- W-2s, 1099s, K-1s, and any other income statements
- Notices or letters you have received from the IRS or the Utah State Tax Commission
If you run a business
- Profit and loss statement or a bookkeeping export for the year
- Business formation documents such as your LLC articles or EIN letter
- Payroll reports and contractor payment records, if you have employees or contractors
If you are planning ahead
- A rough list of what you expect this year to look like for income and expenses
- Questions about entity structure, retirement contributions, or estimated payments
- Any deadlines you are worried about
What happens in the consultation
We start with where things stand today, then talk through what you want to change. You leave with a clear picture of the next steps, whether that is filing, cleanup, planning, or a decision you have been putting off.