Back to home Be prepared
What to bringchecklists. Use these general lists to prepare for your first conversation. Your case may require additional documents.
Individual & family tax return Photo ID for taxpayer and spouse Social Security or ITIN information for everyone on the return W-2, 1099 and other income documents Health insurance and education tax forms Childcare, mortgage interest, property tax and charitable records Prior-year return if you are a new client Print checklistBusiness or self-employed tax Income reports, 1099 forms and bank summaries Business expense records by category Mileage log and vehicle information Asset and equipment purchase records Payroll reports and estimated-tax payments Prior-year business return and entity documents Print checklistPersonal auto, home or renters quote Driver names, dates of birth and license information Vehicle year, make, model and VIN Current insurance declarations page Home address and property details Requested coverage and deductible preferences Loss or claim history Print checklistCommercial auto & trucking quote Business name, address, EIN and years in business USDOT/MC numbers and operating radius Driver list and motor vehicle reports Vehicle list with VINs, values and gross weight Current loss runs and declarations Cargo, filings, lease and contract requirements Print checklistNevada Health Link enrollment Household member information Estimated annual household income Current coverage information Immigration-status documents when applicable Qualifying-life-event proof for Special Enrollment Preferred doctors and prescription information Print checklistImmigration document preparation Government-issued identification USCIS, NVC or embassy notices Civil documents and certified translations Petitioner/sponsor tax and income records Relationship or case-specific supporting evidence Prior filings and complete immigration history Print checklist