FIDELITY - FIRST-CONVERSATION CHECKLIST
Public consultation resource. Last updated: 2026-10-11.
General information, not individualized tax, legal or insurance advice.

Before your first conversation:
- Describe your question in general terms.
- Ask whether the practice supports the service you need.
- Ask about professional qualifications and relevant service jurisdictions.
- Discuss scope, fees and the next step before agreeing to an engagement.
- Confirm the appointment date/time directly with the practice.
- Ask how to share records privately if an engagement is arranged.

Do not send SSNs, ITINs, tax documents, banking information, identification
scans or confidential information through this website or an unapproved channel.
This checklist does not tell you which tax documents are legally required.
No appointment, outcome, refund or service availability is guaranteed.