Hello, all
I have an appointment with our new CPA tomorrow morning, and I was hoping some of you might have some insight into what sort of questions/information I should be bringing with me!
It's in my nature to come prepared and well-researched, but I know there are many things that can only be learned from experience (especially in business, and ESPECIALLY in this business!).
What are some basic but essential questions? What do you wish you had known, done, or asked when you first started your business, and when you first dealt with a tax pro?
For context, the business will be My fiancé, Jimmy, and I. We have one truck, and at least 3 friends/contacts whose businesses will be using us once we're all set up. Jimmy will drive, and I will basically do the rest! And occasionally his Uncle was hoping to do a couple hauls for us (he used to drive OTR, and was pretty stoked when he found out what we were doing, said he'd split the pay with us and really just wants to do it a few times for love of the game lol). We're in California and will be crossing state lines, but won't be going full-blown OTR.
New O/O; What to ask CPA?
Discussion in 'Ask An Owner Operator' started by J&THauling, Oct 16, 2025 at 3:43 AM.