Broker Check

Checklists

We understand that it can be difficult gathering all of your tax information.  For that reason, we have created detailed checklists for our clients that are available in pdf format below.

Client Information Sheet

Use this sheet to update your personal information such as address, telephone number, email address, and dependent information.

Download

2021 Tax Questionnaire


DOWNLOAD

2021 Common Credits & Deductions Worksheet

Use this checklist to help you organize your itemized deductions and other various credits for education expenses and childcare.

Download

2021 Rental Schedule Worksheet

Use this checklist to organize your revenues and expenses for rental properties.

Download

2021 Self Employment & Business Expense Worksheet

Use this checklist to organize your revenues, expenses, and equipment purchases from self-employment.

Download

2021 Farmer's Worksheet

Use this checklist to organize your revenues, expenses, and equipment purchases from farming.

Download

Record Retention Policy


Download

Have a Question?

Thank you!
Oops!

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.  asd