Resources – Forms & Knowledge to Support Your Financial Journey
Whether you're getting ready for a consultation, diving into your business finances, or looking to grow your tax knowledge, we've curated resources to help you along the way. Below, you’ll find links to important intake forms and a list of recommended reads our team trusts to inspire smarter financial decision-making.
Tax Intake Forms & Worksheets
Please use the following forms to prepare for your appointment. If you’re unsure which form applies to your situation, give us a call—we’re happy to guide you.
Engagement Letters
Intake Forms
Expense Worksheets
Recommended Reading for Business Owners & Professionals
We’ve read and recommended these titles to countless clients. Whether you're starting a business, managing a team, or refining your personal finances, these books offer insight, inspiration, and practical advice.
Highlighted Picks:
List of Services
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The E-Myth RevisitedBuy on Amazon List Item 1
Gerber dispels myths about starting a business and provides insights into how commonplace assumptions can hinder success.
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Good To GreatBuy on Amazon List Item 2
Collins explores why some companies transition from good to great and others don't, identifying key factors.
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Think And Grow RichBuy on Amazon List Item 3
A timeless guide to mindset and wealth-building.