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Kulawiak Financial Services

Client Newsletters and Forms

Newsletters

January 2025 Newsletter and Checklist

September 2024 Newsletter

**Discount on MileIQ App

Frequently Used Forms

2024 Tax Return Checklist

Required Form for Drop off and Mail In Tax Returns

Child Tax Credit Worksheet

College Credit Worksheet

Head of Household Filing Status Worksheet

Earned Income Tax Credit Worksheet

Self Employed Business Worksheet

BOI Report Filing Instructions

ID.me Guide

Preventing Identity Theft & Cybercrime

NJ Veterans Exemption Form

Closing/Settlement Statement example

N&K Engagement Letter

N&K Business Tax Return Engagement Letter

N&K Consent Form

N&K Disclosure Form

Business Income and Expense Worksheet

Rental Property Income and Expense Worksheet

How Long Should I Keep My Records?

Salvation Army Donation Valuation Guide

Goodwill Donation Valuation Guide

 

 

This is not a solicitation for sale of securities in any jurisdiction.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.


The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.



 

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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