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Ian W

  • Posts: 1161
Meeting accountant for the first time
« on: February 16, 2008, 02:54:16 pm »
Ok guys, meeting my accountant for the first time with a view to discussing my tax return, which I have done myself for the last couple of years, and buying extra work to take me full time.

I don't want to go in to the meeting and be asked questions that I haven't got a clue about. (Been there with the bank...  ;D )

So what would you take along with you? Past tax returns, books done so far this year? Details of the work being purchased?
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Do all the good you can, and make as little fuss about it as possible.
Charles Dickens

Paul Coleman

Re: Meeting accountant for the first time
« Reply #1 on: February 16, 2008, 03:50:03 pm »
Quote from: Ian W on February 16, 2008, 02:54:16 pm
Ok guys, meeting my accountant for the first time with a view to discussing my tax return, which I have done myself for the last couple of years, and buying extra work to take me full time.

I don't want to go in to the meeting and be asked questions that I haven't got a clue about. (Been there with the bank...  ;D )

So what would you take along with you? Past tax returns, books done so far this year? Details of the work being purchased?

Just phone the guy up and ask him?
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mk1

  • Posts: 131
Re: Meeting accountant for the first time
« Reply #2 on: February 16, 2008, 04:19:07 pm »
Quote from: Ian W on February 16, 2008, 02:54:16 pm
Ok guys, meeting my accountant for the first time with a view to discussing my tax return, which I have done myself for the last couple of years, and buying extra work to take me full time.

I don't want to go in to the meeting and be asked questions that I haven't got a clue about. (Been there with the bank...  ;D )

So what would you take along with you? Past tax returns, books done so far this year? Details of the work being purchased?


remember the accountant is working for YOU you should be asking what he can do for you not the other way round  ;) ;)
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Ian W

  • Posts: 1161
Re: Meeting accountant for the first time
« Reply #3 on: February 16, 2008, 05:17:29 pm »
So you wouldn't take anything you weren't asked to?  :)
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Do all the good you can, and make as little fuss about it as possible.
Charles Dickens

*john garnett

  • Posts: 40
Re: Meeting accountant for the first time
« Reply #4 on: February 16, 2008, 05:33:40 pm »
take a botle of whiskey along for bribe so he can lie on your behalf.
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Ian W

  • Posts: 1161
Re: Meeting accountant for the first time
« Reply #5 on: February 16, 2008, 06:30:08 pm »
Quote from: john garnett on February 16, 2008, 05:33:40 pm
take a botle of whiskey along for bribe so he can lie on your behalf.
;D
Logged
Do all the good you can, and make as little fuss about it as possible.
Charles Dickens
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