As a new client, we want your experience working with us to go as smoothly and efficiently as possible.
See our New Client Checklist below for documents needed so we can work through your information quickly.

Please provide us with:

• Copy of prior year 1040 and state return
• Contact information (phone number and email address)
• Financial advisor name, email, and phone number (if applicable)
• All dates of birth and SSNs for everyone on return (including any new dependents not on prior return)
• All pertinent source documents for prior year return (if available)
• Rental Properties
  • Depreciation schedules
• Sched C
  • Depreciation schedules