Business tax

Savvy_Sue

Dal_Whinnie wrote: »

I think this is generally required in respect of money laundering so I wouldn't necessarily expect an accountant to require this for an initial discussion (which I have assumed this is) but if they do they should make it clear before the meeting. Very interesting that they also required it for your 'note taker', that really seems OTT.

I agree, it felt OTT at the time, and I think it would have been OK if he'd been unable to produce it, but as he carries his passport in his briefcase it wasn't a problem.

When I had a later meeting with my brother present, he was also asked for photo ID, and that made sense as we were jointly involved in the situation. It also made sense to ask for it on first meeting, rather than wait and see if we engaged that accountant - far easier to do it first time than risk 'forgetting' to ask for it, or the client 'forgetting' to bring it several times.

Dal_Whinnie

Doglover wrote: »

we'll be meeting our accountant soon so wondered what info he'll want and what we need to think about asking etc

Just wondered whether you had had your meeting and how it went. Is their any additional advice you could give Forum users?