Consultation Checklist

Please bring the following to your first consultation:

Current pay stub
Copy of last years tax return/assessment
All tax information for unfiled prior year
Income and Expense statement for self-employment
Mortgage Statement
Letter of opinion or appraisal of home
Proof of ID (i.e birth certificate)
Investment statements
Life Insurance policy information
Copy of vehicle information (loan agreement with current balance or lease contract)
Recent credit card statements

Accounting Services