Do you need a business tax consultation? When you start working with Harvest Tax & Accounting, the very first step in the process is to have a tax consultation with our team. This free, 30 minute phone call or Zoom meeting gives us the opportunity to meet you and learn about your business’ tax situation. The team at Harvest is here to answer your main questions.

We Learn About Your Business

The first key step to any tax consultation is to learn about your business. At Harvest Tax & Accounting, we love to get to know our clients and partners and what makes their business unique. From there, we’ll learn about your current finances and why you wanted to outsource your tax planning and compliance and bookkeeping. We love taking the time to dig into your finances to unlock money saving opportunities.

In order to make this partnership a success for down the line, here’s some items we’ll need access to so our recommendations are the best for your business:

  • All financial records
  • Mileage logs
  • Out-of-pocket expenses
  • Personal expenses paid from your business account
  • Any 1099s you may have received

You Learn About Us

Additionally, during your tax consultation, you’ll get the chance to learn more about Harvest Tax & Accounting. As mentioned above, we love taking the time to dig into your business finances. Our team will work hand in hand with you along every step of the way.

With Harvest Tax & Accounting, there’s no more wondering what happens in a tax consultation. When you choose use to be an extension of your team, we’ll work alongside you to discover new ways to keep your business finances healthy. As a business owner, you have enough on your plate to worry about besides bookkeeping and tax compliance. Let your team at Harvest Tax & Accounting help. Schedule your free 30 minute tax consultation today.