Below are some of the most frequently requested documents. Click on the document name to download a PDF. Don't hesitate to reach out if you can't find something you need!
Auto Mileage Worksheet
Health Insurance Worksheet
1099-NEC (Subcontractors) Info Sheet (Excel/PDF)
1099-MISC (Rent) Info Sheet (Excel / PDF)
1099-INT (Interest) Info Sheet (Excel/ PDF)
Form W-9 (to gather subcontractor information)
2025 Engagement Letter
2025 Year-End Tax Questionnaire
2025 Year-End Tax Questionnaire (for Dependents)
Non-Cash Charitable Contribution Worksheet
Estimated Tax Payments Worksheet (Excel / PDF)
New Client Info Form to Complete
New Client Packet for Your Reference
Client Profile
Risk Assessment
Financial Planning Questionnaire
W-4 (Federal Withholding)
WH-4 (Indiana Withholding)
I-9 (Employment Eligibility Verification)
Indiana New Hire Worksheet (for Employers to complete)
Identity Theft
Retirement Milestones
S.M.A.R.T. Goal Worksheet
Emergency Fund Worksheet (Excel / PDF)
