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Free: What to Bring to Your Call
Being prepared helps you get the most from your consultation. Have these ready if you have them:
- Recent IRS notices or letters
- Last 2 years of tax returns (if filed)
- Pay stubs or proof of income (last 2–3 months)
- Bank statements (last 2–3 months)
- List of monthly expenses (rent, utilities, etc.)
- Any unfiled years—know roughly what you owe
Don't have everything? No problem. Bring what you can—the call is still valuable.
We're looking forward to connecting you with a tax professional who can help.
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