Workbooks and Organizers
To help expedite tax preparation, business formation, divorce filings, and estate planning, we provide the following organizers and workbooks for your use. Feel free to complete them as best you can and submit them for review at our meeting.
Individual Tax Workbook
Complete the tax workbook for review at our consultative meeting
Business Formation Workbook
Complete the workbook for review at our consultative meeting
Divorce Workbook
Complete the workbook for review at our consultative meeting
Estate Planning Workbook
Complete the workbook for review at our consultative meeting