Auto insurance. Registration. Income tax.

• Driver license or ID
• Current policy, vehicle VIN or property address
• Your budget and coverage questions

The details needed depend on the type of insurance. Ask the office what to bring.

• Property address, type of home and who lives there
• Current policy and an estimate of your belongings’ value
• Details about alarms, safety features or recent updates

Ask the agent to walk through the limits, deductible and exclusions before choosing a policy.

• DMV or court notice, including any deadline
• Driver license information and current policy, if you have one
• Vehicle details, or let the office know if you do not own a car

Confirm who will file the SR-22, the expected timing and how you will receive confirmation.

• Business name, address and a description of the work you do
• Vehicle and driver details, including deliveries and service area
• Current policies and any coverage requirements from a client or contract

Explain how the vehicle is used so the agent can review options that fit your work.

• DMV notice or current registration card
• Title, bill of sale or lien paperwork, if applicable
• Photo ID and proof of insurance

Call first if the vehicle was bought, gifted, financed or moved from another state.

• W-2, 1099 or other income records
• Photo ID and Social Security or ITIN information
• Dependent information and last year’s return, if available

Confirm tax appointment availability and the documents needed before your visit.