Vital vetting: IRS?

This is great advice! Thank you for sharing.

I order my tax transcripts every year from the IRS (it’s free!). This way I make sure to file correctly, as I own my own business and sometimes clients report what they pay me / sometimes they don’t. I always want to have the exact income numbers to avoid mistakes.

Remember though, only the tax payers themselves can order their own IRS transcript. It’s highly sensitive and confidential info. So this intel probably needs to wait til you’re engaged: have him pull it (they’re digital, so easy to read & keep), and make sure everything looks solid. Pull 3 years back, just to be sure.