Questions for Your Preparer
Bring it to the appointment. Thirty minutes at home saves an hour in their office.
Description:
A preparer works from what you bring them, and in February they are working fast. Most of an appointment gets spent finding out what your business is and how it runs, which is time you're paying for and time you don't get to spend on your actual questions.
This worksheet moves that part to your kitchen table. Fill in the snapshot page a week before you go, tick the questions you want to cover, and bring it with you. There's a page of questions everyone should ask, then separate pages for app drivers, creators and online sellers, direct sales, and rental income. Each question has space to write the answer underneath, so next year you're starting from what you already know rather than asking again.
The last page is for afterwards. What they told you, what you need to do, and what to bring next time.
Inside: 11 pages. Your business at a glance, questions for everyone, four pages of questions by business type, space for your own, and an after-the-appointment page.
Format: PDF, US Letter, designed to print. Emailed right after checkout.
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Questions for Your Preparer
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