Forms to
Download
Client Intake Sheet
This document allows us to collect vital information about you as an individual. Download the form below, complete, and send via email to info@financialgpsllc.com.
Rental Income Worksheet
This worksheet allows us to collect data on your rental property(ies). Download the form below, complete, and send via email to info@financialgpsllc.com.
Major Purchases
This form allows us to track how much in Sales Tax you spent. Download and complete for each year, sign the bottom and email to info@financialglsllc.com.
Self-Employment Worksheet
This worksheet allows us to collect information about your Self-Employment. Download the form below, complete, and send via email to info@financialgpsllc.com.
This form allows us to communicate electronically via email, fax, telephone or video to complete your tax return. Download, complete the top of page 1, sign the top of page 2, then send back to info@financialgpsllc.com.