Important Documents

6220 East US Highway 36, Suite A, Avon, IN 46123

Important Documents

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!

1040 Client Documents

1040 Client Documents

2022 Engagement Letter

2022 Year-End Questions

2022 Year-End Questions (Dependent Version)

Non-Cash Charitable Contribution Worksheet

Estimated Tax Payments Worksheet (Spreadsheet / PDF)

New Investments & Financial Planning Client Forms

New Investments & Financial Planning Client Forms

Morningstar Risk Questionnaire

Employer Forms for New Hires

Employer Forms for New Hires

W-4 (Federal Withholding)

WH-4 (Indiana Withholding)

I-9 (Employment Eligibility Verification)

Indiana New Hire Worksheet (for Employers to complete)

Miscellaneous Forms & Resources

Miscellaneous Forms & Resources

Form W-9 (to gather subcontractor information)

Retirement Milestones

S.M.A.R.T. Goal Worksheet

Emergency Fund Worksheet (Spreadsheet / PDF)

2023 Christmas Budget Worksheet