Meeting Account what to expect

"S" wrote

Prospective clients have all kinds of questions. While some have ranged into the surreal, most have to do with my understanding/experiences with other businesses like theirs.

What I like to see is copies of prior year returns for all the owner(s) of the business, prior year returns of the business if it is an existing corporation/partnership, a copy of their articles of incorporation/partnership agreement, and any existing books or records (just to know what they are doing and where things stand).

Generally the first meeting is more a questions and answers along with general conversation about their business and my services.

A second meeting is when I like to look at the details (and that is better suited at their business location if possible.