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Crawford Smith & Swallow Crawford Smith & Swallow Crawford Smith & Swallow Crawford Smith & Swallow Crawford Smith & Swallow
Crawford Smith & Swallow

Our Services

Consultation Checklist

Please bring the following to your first consultation:

  • Current pay stub
  • Copy of last years tax return/assessment
  • All tax information for unfiled prior year
  • Income and Expense statement for self-employment
  • Mortgage Statement
  • Letter of opinion or appraisal of home
  • Proof of ID (i.e birth certificate)
  • Investment statements
  • Life Insurance policy information
  • Copy of vehicle information (loan agreement with current balance or lease contract)
  • Recent credit card statements