Here is a preliminary list of items that I’ll need to get things started.

  • Three (3) years of prior returns, personal and business (if applicable).

  • Full time/Part time and if applicable 1099 income sources.

  • Banking and Investment statements, most recent official quarterly statement.

  • Mortgage, Auto, Student loans as well as Major Credit Cards as well as retail accounts. All debts will be included, this is a partial list.

  • Medical, Homeowners, Auto, Life, Disability Income, Long Term Care policy information.

  • Some banks offer it as a benefit, otherwise you can go to www.annualcreditreport.com and get it for free.

  • You can print out your benefits if you to go www.ssa.gov and view your details there.