YOU ARE ON THE CALENDAR

You are on the calendar. Bring the return.

Twenty minutes, and the more of this you have in front of you, the more of what you heard we can test against your own numbers. Steven Palmieri will read last year's return on the call, so have it open if you can. Bring the questions that conversation left you with, including the ones that feel petty. If what he mentioned turns out to be nothing but his own facts, you will hear that plainly. If it was something nobody ever raised with you, you will hear that too, along with what is still open for this year.

BACK TO THE START

Have these open when we talk

  • Last year's business return, and the personal return if there is one, because most of the decisions worth talking about show up across both
  • Your current books, where read-only access is plenty, since a plan built on numbers nobody trusts is only a guess
  • Anything he mentioned that you want checked, in his words if you remember them
  • Entity paperwork if you have it, including formation documents, any election you made, and changes in who owns what