Topic

Bank, Notary & Tax Prep Appointments

Bank meetings, notary signings and tax preparation sessions go smoothly when you bring the right paperwork. These guides list what to gather and what to ask, and point you to official sources for anything that changes year to year.

Nothing here is financial, legal or tax advice.

3 guides in this topic

Bank Appointments: Opening an Account and Other Branch Visits

What to bring to a bank or credit union appointment to open an account, based on CFPB checklists, plus tips for other branch meetings.
Notary Appointments: What to Bring and What to Expect

How notarization works, why you must appear in person with valid ID, when to sign, and how to find a notary — with examples from state notary guidance.
Tax Preparation Appointments: What to Bring (Free IRS Programs and Paid Preparers)

The documents to gather before a tax preparation appointment, based on the IRS checklist for its free volunteer programs, plus questions to ask a paid preparer.

Can’t find what you need? Search all guides or suggest a topic.

Bank, Notary & Tax Prep Appointments

3 guides in this topic

Bank Appointments: Opening an Account and Other Branch Visits

Notary Appointments: What to Bring and What to Expect

Tax Preparation Appointments: What to Bring (Free IRS Programs and Paid Preparers)

Other topics