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Personal taxes, business, planning and IRS notices, with official sources and records for your consultation.
General information. It is not tax, legal or financial advice for a specific situation.
Start with income documents, your prior return and a list of personal or business changes. Keep corrected statements with the originals and identify anything still missing. Your final document list depends on your filing situation; a checklist is a starting point for that discussion.
Records should explain the purpose of a transaction as well as the amount paid. Keep source documents where you can retrieve them and note unusual activity while the details are fresh. Separating personal and business activity makes later review easier to follow.
A useful estimated-payment discussion starts with current income and payments already made. Last year’s return provides context, but changes in work or business activity may require updated assumptions. Bring federal and California payment records so the conversation can consider both separately.
A monthly close connects statements and source documents with the transactions in your books. Missing receipts, loan activity and unexplained transfers can delay that review. Keep a short list of questions for your bookkeeper and identify the period each document belongs to.
Explain the outcome you need, the years or periods involved and any deadline shown on a notice. You do not need to diagnose the issue before contacting ASB. Ask the office how to share confidential records; an ordinary email inquiry should describe the situation without including sensitive documents.