Thanks — that reached Lam.

While you wait

If you already know which service you need, having a few things to hand makes the first conversation much shorter.

• Filing a return? Last year's return, and any W-2s, 1099s or K-1s you have received.
• Books or payroll? Access to your accounting file, and a rough count of monthly transactions or employees.
• A lender asked for statements? The request letter itself — the exact wording names the level of assurance required.