Must Have Items for Your Tax Planning Consultation

Preparing for your initial tax planning consultation? Discover the top five essential items to bring with you in this informative episode of Tax Tip Tuesday. Kimberly Ferguson, CEO of Emerald Expectations Accounting, breaks down what you need to have ready for a successful tax strategy session, whether it's in-person or online. From tax returns to your personal and business goals, get ready to take notes on how to get the most out of your consultation. Perfect for small business owners and individuals gearing up for tax season, this video ensures you're well-prepared to make informed decisions about your finances. Don't miss these expert insights—tune in now!

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Timestamps
00:59 - Top 5 Must-Haves for Your Tax Consultation
01:23 - #1 Essential: Tax Returns and Changes
01:58 - #2 Essential: Retirement and Investment Data
02:28 - #3 Essential: Business Financial Documents
03:07 - #4 Essential: Personal and Business Goals
04:06 - #5 Essential: List of Questions for Your Tax Strategist

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About us. Kimberly Ferguson is the face behind Emerald Expectations Accounting. She has a Bachelor’s Degree in Business Management, a Master’s Degree in Accountancy, and is an Enrolled Agent with the IRS. She is also a Certified CFO through the CFO Project. Founded on the principles of Integrity, Respect and Excellent Customer Care, Kimberly started her company because she hated the way she saw her clients being treated while working at another accounting firm. She wanted to serve small business owners in a way that actually made a difference in their lives.

-- DISCLAIMER – Kimberly Ferguson, Emerald Expectations Accounting LLC and related parties do NOT provide tax, legal, or accounting advice. This content has been prepared for information purposes ONLY and is not intended to provide and should not be relied on for tax, legal, or accounting advice. Viewing this video does NOT create an accountant-client relationship with Kimberly Ferguson or Emerald Expectations Accounting. You should consult your own tax, legal, and accounting advisors for professional advice.

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