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!
2021 Engagement Letter
2021 Year-End Questionnaire
2021 Year-End Questionnaire for Dependents
Non-Cash Charitable Contribution Worksheet
Morningstar Risk Questionnaire
Data Sheet
Client Profile
W-4 (Federal Withholding)
WH-4 (Indiana Withholding)
I-9 (Employment Eligibility Verification)
Indiana New Hire Worksheet (for Employers to complete)
Form W-9 (to gather subcontractor information)
Identity Theft
Retirement Milestones
S.M.A.R.T. Goal Worksheet
