ZHANG & ASSOCIATES — CONSULTATION CHECKLIST

Prepare for our conversation:
- Most recent tax returns
- Income records and expense summaries
- Business financial statements, if applicable
- Payroll records, if applicable
- IRS or state tax notices and response deadlines
- Your questions and priorities

Do not email sensitive documents without first discussing a secure exchange method.
626-581-4980 | zexiangzhang@zexiangzhang.com

General information only. No client relationship until an engagement letter is signed.