New Clients

You’ve made the right choice. You are taking the first step in getting your financial future on the correct path. Please come into our office 15 minutes before you scheduled appointment time and provide us with the following information for your interview:

• Copies of your last 3 years Tax Returns and Social Security cards for you and your family
• Wage statements (W-2’s)
• Pension, IRA, and Social Security statements
• Dividend & Interest Statements
• Unemployment received
• Alimony received
• Gambling winning statements
• Self-employment income & expenses
• Rental income & expenses
• Any other income received
• Sock – sales and purchase statements
• Closing statements form purchase and or sale of real estate (personal, rental, vacation homes, etc)
• Medical & dental expenses – if they exceed 7% of your income
• Real estate taxes paid – both school & county
• Mortgage & home equity interest paid (form 1098)
• Alimony paid (including name & Social Security number of ex-spouse)
• All charitable contributions – including lists & receipts from donated items to the Salvation Army, VOA, etc., of if you donated a car, boat,etc, we need form 1098c
• Child care – to take credit for amounts paid to daycare centers or private babysitters, we need: the amount paid to each, their addresses and Tax ID number of business
• Automobile or business equipment purchases for business use.  We need the exact date & amount of each purchase
• Mutual fund sales – we need to know your cost
• College tuition costs including any student loan interest paid
• Premiums paid for long-term health care
• Amounts contributed to an IRA or Roth IRA
• Amounts contributed to New York State college savings plan