Prepare questions for my accountant before tax season

Organize what changed in your business this year into a clear list of documents and questions to bring to your accountant, so the meeting is short and useful.

The prompt

I am meeting my accountant about [TAX YEAR] taxes for my [BUSINESS TYPE], structured as a [sole proprietorship / LLC / S-corp / partnership / not sure] in [COUNTRY/STATE].

What happened this year:
[LIST CHANGES: e.g. hired first employee, bought a vehicle, started working from home, opened in a new state, took a loan, big equipment purchase, revenue up or down a lot]

Please:
1. List the documents I should gather, grouped by topic.
2. Write specific questions to ask about each change (for example how it may affect deductions, payroll filings or estimated payments).
3. List general questions worth asking every year (estimated tax payments, entity structure, retirement contributions, recordkeeping).
4. Point out anything that commonly has a deadline before year-end.
Do not give me tax advice or conclusions. Help me ask good questions.

Replace every [BRACKETED] part with your own details before sending.

How to use it

Related prompts

• Build a 13-week cash flow forecast

  Turn your bank balance, expected receipts and bills into a week-by-week cash forecast that shows when cash gets tight and what to do about it.

• Categorize a month of bank transactions

  Paste raw bank or card transactions and get them sorted into your chart of accounts, with unclear items flagged for review instead of guessed.

• Check whether my prices cover costs and profit

  Work out the true cost of a product or service, including your time and overhead, and see whether your current price leaves a healthy margin.

• Create a month-end close checklist

  Get a month-end bookkeeping checklist tailored to your business, with who does each step and when, so the books are closed the same way every month.

More Bookkeeping & Finance prompts