What to Bring to Your New CPA


If you have decided it's time to change CPA’s, what should you bring to the first meeting?

It is important that your new CPA has a complete file for you so that they have a better understanding of your needs.




The list of items to bring your new CPA would be:

• Any questions you have
• Copies of prior years returns, at least two years
• All current tax documents
• A schedule of all federal and state estimated taxes paid
• Settlement sheet if you sold your house
• Copies of any IRS or State correspondence
• Investment Statements
• Retirement Accounts

If you own a business the request for documents will be entirely different. The following is a list that your accountant most likely will need:

• Articles of Incorporation and Bylaws
• Partnership or LLC agreement
• Tax returns
• Financial statements, if applicable
• Lease agreements
• Loan agreements
• IRS or State correspondence
• Depreciation Schedules
• Personal Property Tax Report
• Sales Tax Returns


ACTION ITEM: Be prepared to provide your new CPA with a complete file.  This will allow them to have a better understanding of your situation.

Thomas F. Scanlon, CPA, CFP®

About the author:

Tom Scanlon, CPA, CFP®

Tom Scanlon has over twenty-five years experience in public accounting with an extensive background in the areas of financial, tax and estate planning.
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