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!