In early January, a new partnership taxpayer arrives for their appointment, and they have not brought any prepared financial statements. They began the business the prior year and need help understanding what they need to do next regarding filing their first tax return. What do you do$?$

Provide them with one of the business cards, kept at the Client Service Professional desk, of a local bookkeeper that can help them with their business bookkeeping.

Schedule a new appointment for them to return, after they have created an income statement and balance sheet.

Discuss with them the services available through our Block Advisors Small Business services, and then complete the information on the SMB Referral App. You will still prepare the tax return for them once their financial data is compiled.

Request that they bring in all their bank statements and expense receipts so that you can create a spreadsheet of all of the information at no charge.

Mark for follow up

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