Tax Strategy Preparation

What to Bring to a Tax Strategy Consultation

A strategy session works best when it’s grounded in real numbers. This guide shows you exactly what to gather — and what you can skip — so your consultation focuses on decisions, not data hunting.

How to use this guide

  • Gather what you already have — do not delay booking to be “perfect.”
  • Note any gaps or unknowns; those become strategy discussion points.
  • If something doesn’t apply, skip it.

1) Prior-Year Tax Returns (1–2 years)

  • Most recent filed return (federal + state).
  • Schedule C, K-1s, or business returns if applicable.
  • Any amended returns filed recently.

These show your baseline — deductions taken, income mix, and structural choices.

2) Current-Year Financial Snapshot

  • Year-to-date income (from bookkeeping or bank deposits).
  • High-level expense totals by category.
  • Profit estimate if available.

Clean books are helpful — rough numbers are still workable.

3) Business & Income Sources

  • List of income streams (services, products, platforms).
  • W-2 income (you or a spouse).
  • 1099 income received or expected.
  • Side projects or new offers started this year.

4) Entity Structure & Payments

  • Current entity type (sole prop, LLC, S-Corp, partnership).
  • Owner compensation method (draws, payroll, distributions).
  • Estimated tax payments made (dates + amounts).

5) Major Changes & Goals

  • Income growth or decline this year.
  • Large purchases (equipment, vehicles, software).
  • Hiring or contractors.
  • Plans for expansion, scaling back, or lifestyle changes.

If you have crypto or digital asset activity

  • List of exchanges and wallets used.
  • Types of activity (trading, staking, NFTs, DeFi).
  • Any cleanup already attempted (software used, gaps found).

You do not need perfect exports — clarity about activity is enough to plan.

What you don’t need to worry about

  • Perfect categorization.
  • Every receipt scanned.
  • Knowing the “right” strategy already.

Strategy is about direction and decisions — not perfection.

Ready to turn this information into a plan?

A tax strategy consultation helps you understand where you stand, what options make sense, and what to do next — without pressure.


Book Your 30-Minute Consult