For tax filing, I bought TurboTax Download version, which can file multiple tax returns.  

I will be using the Joe Fairless unwriting model (the simplified version).

Or some version of that.

They will soon be adding auto attendant as well for a fee.I pay $3.00 a month for ad-free version.  

The boiler is about 16 years old and I'm not sure if theres a more efficient modern version that could help the numbers.

If you want brownie points feel free to bring to the meeting:3 most recent pay stubs2 years of complete Federal tax returns (all pages)2 years of W-2 tax returns2 months of bank statements (all pages)Explanations for any deposits on those bank statements which weren't payroll/salaryAnd if you have extra time on your hands this weekend and want super duper brownie points, you could start working on the detailed listing of income, expenses, assets and liabilities on a version of the Uniform Residential Loan Application.Or you could just go to the meeting and let her/him tell you what they want and need from you :)

@Jim AdrianGood catch in that version of the document and thanks for the tips.

Systems- Get the free version of podio for lead management.- Get a google voice number for your leads to callYou're going to be spending a lot of time addressing letters so be prepared to commit.

. - I think you hit the nail on the head, but I prefer Buffet's version: "Be fearful when others are greedy, be greedy when others are fearful." 

I think their online version is pretty stripped down, and besides,  at $40/mo, I'm looking for alternatives.2.