Financial Tools
From basic budgeting to advanced investing, from personal finance management to complex financial planning, there’s tools for everyone.
Resources
Downloadable Tax Forms
List of Tax Info Needed From Clients
New Partnership Client Tax Organizer
Business Use of Home Deduction Items
New C-Corp Client Tax Organizer
New S-Corp Client Tax Organizer
New 1040 Client Comprehensive Tax Organizer
Michael Weitfle CPA
10129 Lucille Ln Union, KY 41091
(513) 652-0620
Contact Us
(513) 652-0620
10129 Lucille Ln Union, KY 41091
Mon – Fri 9:00am – 7:00pm
Weekends By Appointment