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®

Tom Scanlon has over thirty years experience in public accounting with an extensive background in the areas of financial, tax, and estate planning. He prides himself on providing in-depth and customized solutions to privately held businesses and their owners. He is a Certified Public Accountant and Certified Financial Planner®. Tom is a frequent speaker for area organizations and has  recently been quoted on CNBC, Fox 61 News and AARP's blog. Tom also has been a guest columnist for numerous publications including The Wall Street Journal, Barron's, Money Magazine, The Hartford Courant, The Hartford Business Journal, and The New Haven Register. He is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Financial Planning Association. Active in the community, Tom supports a variety of not-for-profit organizations.

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