Below is a sample list of documents we use for providing financial services.

Income

• Invoices
• Sales Receipts
• Deposit Receipts
• Pay Stubs
• W-2
• 1099

Expenses

• Bills
• Canceled Checks (or check copies)
• Expense Receipts (cash, check, credit, debit)
• Mortgage/Loan Documents

Reports & Statements

• Bank Statements
• Charitable Contribution Statements
• Credit Card Statements
• Investment Statements
• Payroll Reports
• Tax Returns from Prior Years