Resources
Document Checklist by Service
Know exactly what to bring. Each service has its own checklist so your intake goes smoothly.
Tax Preparation
- Government-issued photo ID
- Prior-year tax return
- All income documents (W-2, 1099, etc.)
- Any IRS or state notices received
- Self-employment expense summary or QBO access
Accounting & Bookkeeping
- Bank & credit card statements
- Prior-year tax return
- Prior financial statements
- Year-to-date transaction exports
- Payment processor statements
- Contractor list & W-9s
Mortgage & Business Consulting
- Income documents (W-2, 1099, returns)
- Bank statements
- Credit report (if available)
- Business financials (for business consulting)
- List of goals & questions
Notary Public
- Valid, unexpired government-issued photo ID
- All signers must be present
- The document to be notarized (unsigned for jurats)
- Any witness requirements noted
Travel Agency
- Traveler details (full legal names)
- Passport information
- Destination & preferred dates
- Budget & preferences
- Any special requirements
Business Plan Proposals
- Business concept & goals
- Target market description
- Current financials (if any)
- Loan/grant requirements
- Any assumptions or projections
Resume Writing Services
- Current or most recent resume
- Target job titles
- Job descriptions of roles you want
- Education & certifications
- Notable achievements
Paralegal Services (Wills & Trusts)
- Government-issued photo ID
- List of assets & beneficiaries
- Executor / trustee information
- Any existing estate documents
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