- A short written summary of the situation and timeline.
- The key documents — notices, agreements, statements or returns — ready to share.
- Your questions, in order of importance.
- Any deadlines you are facing.
- What you would like to happen next.
During the session
Ask what the options are, what each would involve, and roughly what further work would cost. Take notes, and confirm next steps before you finish.
This guide is general information, not legal, tax or financial advice. Speak to a qualified professional about your situation.