Be prepared to discuss your plans and objectives.  We are in the best position to advise you and serve your interest when we understand your goals.  Gather information about business or personal financial decision under consideration, so you can ask us specific questions.  Save yourself unnecessary fees by keeping good reports and not using professional time for routine work.  Keep us informed of changes in your personal and professional life.  A recent marriage, the birth of a child, a career change, or an especially generous bonus can all have significant impact on your tax liability and personal financial goals.