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6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054



What to Bring to Your Meeting

For your Tax Appointment, don't forget:

  • Your prior year's tax return if not done by JMFS, Inc.
  • W2's, 1099's, all records of income
  • Final paystubs from all jobs you had during the tax year
  • Bank, brokerage, and mutual fund tax information
  • Your mortgage interest statement(s), including any property taxes paid
  • The amount of vehicle license tax you paid. This is the number one most forgotten item!
  • The amount you paid out of pocket for medical expense
  • The amount you gave to charity. Separate contributions of goods from contributions of money.
  • Student loan interest paid.
  • Day care information: Name, address, and Tax ID number of each provider, as well as amount paid.
  • The amount of any out of pocket, unreimbursed work related expenses you incurred
  • If you are self employed, your income, and a categorized list of expenses
  • If you're not sure if you should bring something, bring it! It's better to have too much information than not enough.
  • For a detailed organizer which you can print and fill out, click here . It is not necessary to complete the organizer. Simply use it as a reminder of things needed to complete your return.
  • Existing clients, email Karri for your personal organizer in .pdf format

For an Initial Financial Planning Meeting, please bring

  • Last year's tax return if not done by JMFS, Inc
  • Statements from any accounts you'd like to discuss
  • At this meeting we'll discuss exactly what it is you are trying to accomplish. I'll try to get a good picture of your previous financial planning experiences and your current position. I'll explain more about how I work and how I'm compensated. There is never a charge for this meeting!