Key Documents & Forms
The documents listed here are those referred to throughout the site, or those necessary for specific projects. Section headings link to additional information about the topic.
Taxes
- Personal Tax Minimizer
- Client Tax Info Recap (Excel)
- 2021 Federal 1040 Estimated Tax Vouchers
- 2021 Illinois 1040 Estimated Tax Voucher
- Comprehensive Document with Tax Limits, Rates, Etc.
Financial Planning
Investing
- Discovery Questionnaire (online fill in form)
- Discovery Questionnaire (to print and complete)
- Assetmark Legal Information & Disclosures
- Overview Presentation