Client Resources
Everything You Need to Get Started
Download tax checklists, get answers to common questions, and find out how to securely share documents with me.
Free Downloads
Tax Checklists
Download the checklist that fits your situation. Print it out or keep it on your phone — it covers everything you'll need to gather before we meet.
Individual Tax Checklist
For W-2 employees, retirees, and individuals filing Form 1040. Covers income, deductions, credits, and life changes.
Self-Employed & Freelancer Checklist
For sole proprietors, 1099 contractors, and gig workers. Covers business income, home office, mileage, and quarterly payments.
Small Business Checklist
For LLCs, S-Corps, and partnerships. Covers business financials, payroll records, asset purchases, and entity-level filings.
Rental Property Checklist
For landlords with residential or commercial rental income. Covers income, expenses, depreciation, and mortgage interest.
Checklists are sent via email. Contact me to request the one you need.
Document Sharing
Send Me Documents Securely
Never email sensitive documents like W-2s, Social Security numbers, or bank statements. Use one of these secure methods instead.
Secure Client Portal
I use a bank-level encrypted portal for all document exchange. Once you're a client, I'll send you a personal invite link.
Schedule a Drop-Off
Prefer to hand things off in person? Schedule a time and I'll meet you locally in Northwest Indiana.
Common Questions
Frequently Asked Questions
Don't see your question here? Send me a message and I'll get back to you within one business day.
Ready to Get Started?
Schedule a free consultation and I'll walk you through exactly what to gather and what to expect.