TJ ACCOUNTING & TAX SERVICES
Consultation preparation checklist
Chicago, Illinois

Use this checklist to plan your initial conversation. This download does not book a consultation or send any information.

1. WHAT SUPPORT DO YOU NEED?
[ ] Individual tax preparation
[ ] Small-business tax support
[ ] Bookkeeping or book cleanup
[ ] Financial reporting
[ ] Accounting workflow or QuickBooks support

2. WHAT IS YOUR TIMELINE?
Note any filing dates, overdue periods, or other deadlines to discuss.

3. HOW ARE YOUR RECORDS ORGANIZED?
List the accounting tools you currently use, the periods involved, and whether your accounts have been reconciled.

4. WHAT ARE YOUR MAIN QUESTIONS?
Write down up to three priorities for the conversation.

5. WHAT SHOULD YOU CONFIRM?
Ask about service scope, fees, timing, communication, and an appropriate method for sharing documents.

Keep Social Security numbers, account numbers, and other sensitive financial information out of general inquiry messages. Arrange a document-sharing method directly before providing financial documents.