805 E. Washington - Suite 130
Medina, Ohio 44256
Phone: 330-725-3162
Fax:     330-723-4798

Making An Appointment

Appointments are available on any normal business day and may be scheduled by calling our offices. We schedule appointments for the hours between 10:00am and 4:00pm.

Length of appointments vary by topic and complexity. Most appointments take between 1 and 2 hours. Shown below are items you should bring with you for your appointment.

What to bring to your appointment:

Financial Planning

  • Tax Returns for the previous 2 years
  • List of savings and investments for both retirement and non-retirement assets (recent statements if possible)
  • Insurance Policy values
  • Current expenses and debt (mortgage, car loans, credit cards, etc.)

Retirement Planning

  • Tax Returns for the previous 2 years
  • List of non-retirement savings and investments (recent statements if possible)
  • Insurance Policy values
  • Current expenses and debt (mortgage, car loans, credit cards, etc.)
  • Retirement asset values (IRA, 401(k), 403(b), annuities)
  • Social Security Statement of Estimated Benefits
  • Pension figures from your employer (if applicable)

Individual Taxes Planning

  • Tax returns for the previous 2 years
  • Current year information
  • Cost basis on any stock sold during the year that was not purchased under our management

Small Business Taxes Planning

  • Tax returns for the previous 2 years
  • Business paperwork, including any of the following: Articles of Incorporation, S-corp acceptance letter, charter, SS4 letter, by-laws, partnership agreement.
  • Depreciation Schedule, if applicable.

Estate Taxes Planning

  • Full copy of any trusts and wills
  • Appraisals for all land, valued at Date of Death (DOD)
  • Bank statements for checking accounts showing value at DOD
  • Balances of all savings and brokerage accounts at DOD
  • Balances of all retirement accounts
  • List of other personal assets of value