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At Boyer Ginori CPAs & Associates our business is all about working together to help our clients reach their business goals quicker, and more efficiently.
That’s why we collaborate with a network of the world’s biggest brands and organizations. By combining our deep in-house expertise in tax, accounting, and finance with the knowledge and expertise of other leaders in their field, we are able to add value to a wider network of clients and for a wider range of services.
WHAT TO BRING TO YOUR APPOINTMENT
The records you’ll need to bring to your first consultation with your CPA will vary, depending on your unique circumstance. Perhaps you seek personal financial advice, in which case you would want to compile a list of expenses as well as a list of assets and income. Perhaps you seek a public audit of your business, in which case you should bring any and all relevant financial documents such as a profit-and-loss statement, a cash flow statement and a balance sheet.
In general, a CPA would like you to bring the following to a tax preparation:
- Your most recent tax return
- Forms for wages (W-2), interest earned and dividends (1099), mortgage interest paid (1098)
- Brokerage statements
- Real estate transaction statements
- Receipts, canceled checks and any other document that might be relevant
Whether your needs include auditing, estate planning, diversifying investments, financial analysis or any of the many services provided by us when in doubt about the usefulness of a particular document, bring it along. It’s always better for a CPA to know more than is strictly necessary than to know too little.
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