Document Resources

CLIENT INFORMATION FORMS:

Please download and fill out the client information forms from the link below, and bring them with you to your first appointment.
Client Information Forms

FREQUENTLY REQUESTED DOCUMENTS:

The process begins with gathering information. This information is necessary and provides an understanding of what the assets, liabilities, sources of income, and financial needs are of the family. Please click on the link below to download a list of the relevant documents that will be needed.
Frequently Requested Documents

CHILD-RELATED TAX ISSUES SUMMARY CHART

Click on the link below to view or download this chart for your reference.
Child-related Tax Issues Summary Chart