Documents to Prepare Before Your Tax Consultation

Why preparation matters

A consultation is most useful when the key facts are available. You do not need a perfect file on day one, but a few core documents accelerate clarity.

Helpful starting documents

• Prior-year returns (if available)
• Income summaries and bank statements
• Business formation papers
• Identification details relevant to ITIN/EIN matters
• Notices from tax authorities
• A short note describing your question or goal

What happens next

We review what you share, ask clarifying questions, and outline practical next steps. Uploading documents or submitting a form does not by itself create a paid engagement.

Book your consultation

Use the consultation form on our Contact page, or chat with us on WhatsApp. Bring what you have—we will help you organize the rest.