Financial Counseling & Planning Tools
Financial Questionnaire - See how fit you are
Financial Planning Organizer - The exhaustive list
Record Retention Checklist - What to keep, what to shred
Tax Preparation Services
First Read this! New Tax Prep Process for 2019
Organizer package above includes Client Information Update, Engagement Letter (terms of our relationship) & Consent to Use Tax Info (required by IRS for me to offer advice, referrals &/or other services) NOTE: These are fillable forms! You can edit them, save them and then drop in the secure portal, even from your phone. Don’t forget to save though — or you’ll send me a blank one.
Document Checklist for 2018 Returns - To help assemble the documents you may need to provide.
Additional Questionnaire - Additional information needed to file as Head of Household, claim Earned Income Credit, Child Tax Credit and/or American Opportunity (Education) Credit
Tax Forms & Worksheets
Unreimbursed Volunteer Expenses Word download - To document your out-of-pocket expenses
Mileage Log 2018 Excel download - 2018 Mileage Log
Mileage Log 2019 Excel download - 2019 Mileage Log
Online Tax Payment
IRS Pay tax bills or make estimated tax payments directly from bank accounts without fees or pre-registration; uses Third-Party authentication from your personal history – questions only you should be able to answer.
Ohio Income* Taxes Online requires simple pre-registration.
Kentucky Income Taxes Online requires pre-registration, credit card or e-check permitted.
Indiana Income Taxes Online no pre-registration, credit card or e-check permitted – with fees.
City of Cincinnati Online Payments requires City account number & pre-registration, but very simple to use once set up.
A few other cities (plus RITA and CCA) have online options available; check the websites. Note that payment by credit card will trigger fees, and will probably be treated as a cash advance by your credit card issuer, with an advance fee and interest from date of advance. E-check and debit card transactions may include nominal fees of $1-4.
*Many other Ohio taxes can or must be paid through the Ohio Business Gateway; other states have similar requirements.