Forms & Tools

Financial Counseling & Planning Tools

  1. Financial Questionnaire – See how fit you are
  2. Personal Financial Well-Being Scale– Measure your stress
  3. Financial Planning Organizer   Complete background info & bring listed statements
  4. Record Retention Checklist What to keep, what to throw away/shred

Tax Preparation Services

  1. 2017 Tax Organizer Package:  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), & “What to Bring” Checklist
  2. Questionnaire for Tax Credits 2017:  Additional information needed to claim Earned Income Credit, Child Tax Credit and/or American Opportunity Credit

Tax Forms & Worksheets

  1. Request to Disclose   Sign & send in when you want your information disclosed to a 3rd party – mortgage lender, etc.
  2. NonCash Charity Spreadsheet  (Excel download)   To keep track of your donations of goods (PDF version to print: NonCash Charity PDF)  Instructions
  3. Unreimbursed Volunteer Expenses To document your out-of-pocket expenses
  4. Mileage Log 2016 2016 Mileage Log (Excel download)
  5. Mileage Log 2017 2017 Mileage Log (Excel download)
  6. Mileage and Expense Log  Undated PDF version & instructions

Tax Forms Online

  1. Federal Forms
  2. Ohio State Forms
  3. Kentucky State Forms
  4. Indiana State Forms
  5. Online Tax Payment (IRS, OH, IN, KY, local)
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