PLEASE BE ADVISED THAT THIS APPOINTMENT IS VIA PHONE
Documents Needed for Appointment:
Proof of the last 6 months of income
Previous 2 years of Income Tax Returns (if applicable)
Copy of your credit report from the 3 major credit bureaus, Experian Equifax, Transunion. You may obtain these reports from annualcreditreport.com
Any bills that you may be receiving in the mail.
A copy of a recent bank statement (if applicable)
A copy of Mortgage Statement (if applicable)
All Retirement and investment st

Phone Appointment Income tax settlement and preparation. You will be contacted to confirm either phone or face to face