Worksheets
In an effort to support our clients and to streamline the process, Kenneth and his team have created several forms that you can download, print and fill in.
Our hope is that this will help you to organize your items and also let you know what items might be useful and/or needed to get you the best possible outcome from 1) our meeting, and 2) the “bottom line” based on your return.
Click any item in blue to begin downloading the associated form / worksheet.