Before your tax appointment
- Photo identification
- Income forms such as W-2s and 1099s
- Expense and deduction records
- Prior-year return, when available
Client resources
Arrive prepared and leave feeling confident.
Use these simple checklists to get ready for your appointment. We will confirm the exact requirements when you book.
Before a notary appointment
- A current government-issued photo ID
- The complete document—unsigned unless instructed otherwise
- Every required signer
- Any witnesses your document requires
Before apostille assistance
- The destination country
- The original or certified document
- Any agency instructions you received
- Your desired completion timeframe
Legacy document preparation
- Names and contact details for key people
- A basic list of assets and accounts
- Your wishes and questions
- Existing documents you want to review
Frequently asked questions
A few things clients often ask.
Do you offer mobile notary appointments?
Yes. Mobile notary service is available within the I-275 loop. Contact us for appointment availability and travel pricing.
Can you give me legal advice about a will or trust?
No. We can provide document-preparation support, but we are not a law firm. Legal questions should be discussed with a licensed attorney.
How long does an apostille take?
Timing depends on the issuing agency, document type, destination country, and processing method. We will explain the estimated timeline for your situation.
How do I know what to bring?
After you contact us, you will receive a clear list based on the service you select.