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What You Need to Bring to Your First Appointment


  1. Identification card
  2. Social Security card
  3. Most recent paystubs - 30 days worth (if applicable), or similar
  4. Past 2-years of W2's & tax returns w/all schedules
  5. Recent bank statements (2 months, all pages)
  6. Recent retirement statements, if applicable (award letters, 401K statements, etc.)