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Financial Forms


Click Here for New Client Information Form


If you would like to begin the financial planning process please click on the links below and it will take you to the financial planning forms that can be completed and emailed to us.

We will also need a copy of your most recent tax return and copies of all your investment statements.

Click Here for Financial Planning Forms

 

To begin tax preparation click on the link below:

Click Here for 2017 Individual  Tax Organizer

Click Here for 2017 Individual Tax Organizer Sole Proprietorship

Click Here for 2017 Individual Tax Organizer Rental Property

Click Here for 2017 LLC Tax Organizer

Click Here for 2017 Partnership Tax Organizer

Click Here for 2017 Health Care Organizer

Click Here for 2017 Tax Cuts and Jobs Act


Click Here  for 2016 Individual  Tax Organizer

Click Here for 2016 Individual Tax Organizer Sole Proprietorship

Click Here for 2016 Individual Tax Organizer Rental Property

Click Here for 2016 LLC Tax Organizer

Click Here for 2016 Partnership Tax Organizer

Click Here for 2016 Health Care Organizer