Gain Confidence In Your Tax Filing Now—Resolve Roadblocks to Move Forward
Introductory Tax Consultation — What to Expect
Agenda, preparation tips, and next steps for your Introductory Tax Consultation with Polzin Integrated Tax.
Meeting Details:
Duration: 15-20 minutes
Location options: Zoom, Google Meet, Microsoft Teams, or a phone call.
How to schedule: Convenient online scheduling is preferred: Click Here to Schedule
Who should attend: You (and spouse/partner, if jointly filing)
What we’ll cover: Your goals, tax picture, timeline, and next steps
Agenda (What We’ll Cover)
Quick introductions & goals (3–5 min)
Your situation at a glance (5–8 min): income sources, business/1099, property, dependents, credits, prior issues.
Prior return review (at a high level) (5–7 min): identify red flags and opportunities to investigate.
Scope & service fit (3–5 min): filing only vs. ongoing support (bookkeeping, estimates, planning).
Next steps & timeline (2–3 min): who does what, what we need from you, and when.
How to Prepare (Optional—but Helpful)
Last year’s full federal and state returns (Form 1040 + all schedules)
Year-to-date pay stubs or income summary (W-2/1099)
If self-employed: a simple P&L or bank summary
Any IRS/state letters you’ve received
Your top 2–3 questions for us
After Your Consultation (What Happens Next)
Scope & quote: We’ll outline recommended services and timing.
Document request: If we proceed, you’ll get a secure checklist in the portal.
Kickoff: We’ll schedule your organizer review or tax prep start date.
Ongoing support: If you choose year-round services, we’ll map a simple cadence (quarterly estimates, bookkeeping, and year-end planning).
Who This Meeting Is For
Households seeking a smooth annual filing and fewer April surprises
Self-employed/business owners who want clean books and predictable estimates
Families asking, “Are we missing tax opportunities?”
Anyone who wants a second opinion on their prior return(s)
It’s not ideal for: deep, scenario modeling or entity restructuring in this first session—we’ll flag those and propose a follow-up working session if needed.
Frequently Asked Questions (FAQs) about the Introductory Tax Consultation
How long is the Introductory Tax Consultation?
About 15–20 minutes so we can stay focused and respect your time.
Do I need to upload documents beforehand?
Not required. If you can share last year’s return and any IRS letters, it helps us be more specific.
Will I get specific tax advice in this call?
No, this is primarily a discovery meeting to identify fit and next steps. If we need to dive into calculations or planning, we’ll schedule a working session.
Is there a fee for this meeting?
No, it’s an introductory call to understand your needs and outline options. If a paid engagement makes sense, we’ll present that clearly before moving forward.
Can you work with me if I’m not in Colorado?
Yes—most of our work is handled securely online.
What software/portal do you use?
We use TaxDome for secure document exchange and e-signatures.