Tax Preparation Services
Update Questionnaire & Engagement Letter for 2023 Tax Returns (fill out, sign digitally & submit)
What to Bring for Tax Prep (reminder list) Custom organizer available upon request
Financial Planning Tools
Financial Fitness Checkup - See how fit you are
Personal Financial Well-Being Scale - Measure your stress
Confidential Questionnaire & Financial Planning Organizer - for New Financial Planning Clients
Record Retention Checklist - What to keep, what to shred
Tax Forms & Worksheets
NonCash Charity Spreadsheet Excel download - To keep track of your donations of goods
PDF version to print: NonCash Charity PDF
Unreimbursed Volunteer Expenses Word download - To document your out-of-pocket expenses
Mileage Logs - 2023 & 2024 Excel downloads - Required to claim a mileage deduction
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 required, credit card or e-check permitted.
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 be free or include nominal fees of $1-4.
*Many other Ohio business taxes can or must be paid through the Ohio Business Gateway; other states have similar requirements.