This section has been developed to assist the Clients of FINANCIAL INTERNATIONAL with the varying forms used in the information gathering process. Whether it is the Individual Income Tax Client, the Simple to the very Complex, or other services rendered. It may render assistance prior to an office meeting.
The development of the below forms have taken a great deal of time.
Please contactour office (via email, fax, phone, etc.) to get your ID and password. It is our hope the below forms will assist in the information gathering process. Utilize the Podcast Instruction to get a better understanding on how to maximize form usage.
Service Category
Form Type
Form Link
Form Description
Podcast Instruction
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Client Information Sheet
Basic Client Information
TBD
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Emergency Fund Worksheet
Cash Reserve Assessment and identification of Personal and situational goals.
TBD
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Debt to Income Worksheet
Basic analysis of: 1) Income 2) Household Debt 3) Credit card Debt in relation to overall financial status. Debt is identified as the BIGGEST problem to WEALTH BUILDING.
TBD
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Life Insurance Worksheet
Life Insurance needs analysis and assessment. A review of current coverage and cost analysis and assessment.
TBD
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Net Worth Assessment Worksheet
Assessment to identify Client's accumulated worth. This worksheet is the start of Estate Planning
TBD
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Tax Organizer
Assist Client with the information gathering process. In order to accurately assess Tax liability. The basic Tax Organizer is designed for "New Clients" and allows for direct entry of information on the form, then printing, faxing, or *emailing (please consider email security concerns before sending). Current Clients should contact this Office to request a "Proforma" Tax Organizer that includes Prior Year Data and carryover information.
TBD
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Law Enforcement Officer Worksheet
Basic Tax Organizer designed for Law Enforcement Officers. This form allows for direct entry of information for better legibility. Then print the completed Tax Organizer and fax or mail it to this office. Current clients should contact the office to request a "Proforma" Tax Organizer that includes prior year information and carryover data.
TBD
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Business Profit & Loss Worksheet
This basic worksheet will allow the Business Client to enter information directly to the form and do computations to assist in the identification of potential gain or loss of a particular period. You can then print the completed worksheet and fax or mail it to this office.
TBD
We are currently creating additional content for this section. In order to be able to keep up with our high standards of service, we need a little more time. Please stop by again. Thank you for your interest!
