YOU ARE BOOKED

You are booked. Now dig out last year's return.

The number you hated was the output of a year nobody steered, and this call is where it stops being a mystery. Steven Palmieri reads whatever you send before you talk, so every item below turns twenty minutes into answers rather than him asking you what happened last year. Send what you can lay hands on and do not worry about the rest.

BACK TO THE HOME PAGE

What to send ahead

  • Last year's business return, and your personal one if the two are connected
  • Whatever the books look like right now, and read-only access is plenty
  • The tax you actually paid last year, plus any quarterly estimates you sent in
  • Formation paperwork, an S election, or anything that changed who owns what
  • If one of these does not exist yet, come anyway and say so in the first minute