Workbooks

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

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