Finance Questions? Ask a Financial Expert for Answers ASAP
Hi and welcome to Just Answer! I'm happy to help answer your Finance questions. Feel free to interject at any time if you need clarification.
At a minimum, you will need a P&L and Balance Sheet.
I would also recommend bringing a copy of your general ledger (can be printed easily with various financial softwares out there) so the accountant can at least scan through it to make sure nothing is misclassified as deductibel that might not be.
Depending on how detailed the accountant is, they may also like to see a end of year bank reconciliation, accounts payable aging, accounts receivable aging, etc.
Also, definitely have a list of any fixed assets (computers, office equipment, machinery, etc) purchased during the year.
ok great, that makes sense
Any other questions I could help you with?
No I think that sounds great, thanks so much.
You're welcome. Please hit accept to indicate I answered your question. Have a great day!