Having trouble understanding a concept or looking for advice on selling your home, retirement, or estimated payment? Having all the pertinent information available in our consultation will help make sure we get you the correct answers. Explore our FAQ
section to help answer some questions you may have.
Some important things to have prepared for your meeting:
- Prior Year Tax Return
- Purchase and Sale Documentation for Investments
- Pertinent Tax Documents – W2s, 1099s, 5498, 1098, Charitable Statements