| My Appointment
Need to make an appointment with Active Money Management?
Click on the link below for a checklist on what you'll need
to be ready for your appointment.
Need directions?
Map
of our location or Get
driving directions.
My
Financial Checkup Appointment
My Estate Planning Appointment
My Risk Management (Life Insurance or Long
Term Care) Appointment
My Retirement Plan
My Business Partners Appointment (Business
Partners Setup)
My QuickBooks Setup Appointment
My Business Partners Review Appointment
My
Financial Checkup Appointment
What
do I need to bring?
Investment
statements for:
-
401K’s
-
IRA’s
-
Money Markets
-
Bank Accounts
-
Real Estate
-
Life Insurance
-
Information on any changes in your financial status
If not
on file with us already:
- A
picture ID and your social security card.
(return
to top)
My
Estate Planning Appointment
What do I need to bring?
-
Completed “Getting Started” Questionnarie
-
Investment assets (bank accounts, investment statement,
life insurance policies,
etc.)
-
All deeds to real property (home, land, vacation)
-
Statements for: bank accounts, brokerage accounts, stock
certificates, bond
certificates, annuity contracts, life insurance policies,
IRA’s, 401 K, etc.
-
Checkbook
(return
to top)
My
Risk Management (Life Insurance or Long Term Care) Appointment
(return
to top)
My
Retirement Plan
-
Account statements and summary plan descriptions for all
employer-sponsored
retirement plans.
-
IRA account statements
-
Social Security Personal Earnings and Benefits Estimate
Statement (PEBES)
-
Account statements for all assets
-
A budget sho wing current living expenses
If not
on file with us already:
- A
picture ID and your social security card
(return
to top)
My
Business Partners Appointment – (Business Set Up Appointment)
-
Company name
-
Company address
-
Company contact
-
Company phone Number
-
Company web address
-
Prior 2 years tax returns, if not completed by our firm
-
Type of services interested in: Payroll, accounting, tax
planning, tax return
preparation, sales tax preparation, financial statement
preparation
-
Bank Statement and registers (QuickBooks file, if used)
-
Documentation to support assets and liabilities
-
Federal ID #
-
Type of Entity (Partnership, LLC, Corporation, S Corporation)
-
Copy of initial Entity creation paperwork
-
State Tax # (withholding, TPT and DES)
(return
to top)
My
QuickBooks Set-Up Appointment
-
Laptop/computer that QuickBooks needs to be installed
on
-
QuickBooks software (Pro 2004 is current recommendation)
-
Company information (Tax ID #, Company name, address,
type of entity)
-
Bank account info (account #, opening deposits, checks,
etc)
-
Fixed asset listing
-
Liability listing (notes payable, accounts payable, sales
tax payable, etc.)
(return
to top)
My
Business Partners Review Appointment
-
Copy of updated QuickBooks file
-
Notices from taxing authorities, if any
-
Budget if not in QuickBooks
-
Goals for current year and new goals desired
-
Arizona Corporation Commission Report
-
Annual meeting minutes
-
New asset acquisition documentation
-
Monthly bank statements
-
Monthly statements to support liabilities (credit card,
line of credit, mortgages)
(return
to top)
|
