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!
2020 Individual Engagement Letter
2020 Year End Questionnaire
2020 Year End Questionnaire for Dependents
Non-Cash Charitable Contribution Worksheet
Morningstar Risk Questionnaire
Data Sheet
Client Profile
2021 W-4
2021 WH-4 (Indiana Withholding)
2021 I-9
Indiana New Hire Worksheet (for Employers to complete)
Form W-9 (to gather subcontractor information)
Identity Theft
Retirement Milestones
2021 Christmas Budget Worksheet
2021 Holiday Budget Worksheet
