Your Business Planning Conversation Checklist

Organize the information that helps make a conversation with AE Tax Advisors useful.

Published October 4, 2026 · Educational guidance from AE Tax Advisors

Use this checklist to prepare your own records. Checkmarks stay only on this page while it is open; this checklist does not upload or submit your information. Share documents only through the secure process provided by your advisor.

Your current entity names, ownership percentages, and formation statesOperating agreements, corporate documents, and any tax election confirmationsRecent business tax returns and year-to-date financial statementsOwner payroll, distributions, contributions, and loan informationA list of business bank accounts and bookkeeping systemsYour goals: hiring, new partners, new ventures, retirement, or a saleThe questions you want answered and the decisions coming next

Write down three questions

What is the most important decision I need to make?
What has changed in my business since the last review?
Which records or processes need attention before we act?

Put your planning questions to AE Tax Advisors

Agency & Entities by AE Tax Advisors is an educational resource. For an analysis of your own business or property, review AE Tax Advisors’ relevant advisory services and book a discovery call.

General education, not individual tax advice. Examples do not establish eligibility or guarantee savings.

Your Business Planning Conversation Checklist

Write down three questions

Put the reading into practice

Put your planning questions to AE Tax Advisors