Useful Information

Information To Bring To Your Initial Consultation

1. General information regarding your financial history.

Information Packet for Initial Consultation (PDF)

2. A list of all debts owed.

Creditor List for Initial Consultation (PDF)

3. Tax returns for the last four years. 

Number to request tax transcripts by phone from the IRS (PDF)

Form to request tax transcripts by mail from the IRS (PDF)

4. Pay stubs for the past 60 days.

5. Copies of your ID and Social Security card.

6. Fair Market Value of Real Estate (if applicable).

By Kerrie Neal