Plan Your Visit

We know your time is valuable, so we created a handy checklist of all you need to know to prepare for your appointment.

Know Before You Go

Before your appointment, you should plan to bring certain documents and information with you. This information will help us develop plan suitable to your specific situation and goals. This list is only meant to be a guide, and there may be additional information needed upon request.

Tax Preparation Service

Tax Preparation requires proof of income and deductions to the tax return is prepared accurately and completely. If you are a new client, please bring:

  • Your most recent income tax return
  • Tax documents that show income (Forms W-2, Forms 1099-MISC, 1099-INT, 1099-DIV)
  • Expenses (Forms 1098, real estate taxes, charitable contributions)

Tax Planning Service

Tax Planning is an important service we offer. If you are visiting to prepare a tax projection, please bring a copy of your:

  • Most recent paystub
  • Information regarding capital gain income
  • Or a summary of income and expenses that are significantly different from your prior tax return.

Estate Planning Service

Please prepare a net worth statement that lists:

  • The value of your assets (cash, brokerage accounts, retirement accounts, homes, etc)
  • A list of your liabilities (mortgages, student loans, car loans, credit cards, etc).

If you have existing estate planning documents, it would be advantageous to review these documents as well.


Have a question? Find helpful answers to some of our most frequently asked questions.

Financial Tools

Try some of our recommended tools to upload secure documents and calculate potential costs and income.

How Can We Help You?

Please do not hesitate to contact us for more information on how we can assist you.