Practical Financial Planning Online Tax Organizer

Driver's License
Number
State
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Or Upload Legible Copy of Driver's License (see NOTE below)

NOTE: If you would prefer, you can upload to your Box.com portal at p-f-p.com instead.
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Spouse/Partner Driver's License
Number
State
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Or upload a legible copy of driver's license (See NOTE Below)

NOTE: If you would prefer, you can upload to your Box.com portal at p-f-p.com instead.
Cancelof

Tax Consent Forms
If you have not yet signed your consent forms through DocuSign, please contact Brittney at 216-688-3737 extension 100 to send you a copy by DocuSign. If you prefer, you can download a copy here to print, sign, scan, and upload back to us.

If applicable, both spouses/partners must complete the consent forms.
Upload Tax Consent Form Here

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Additional Questions

During the year:
Did you engage in any transactions with or receive any digital currency (like Bitcoin)?*

YesNo
Did you have anything to do with a financial account in a foreign country or a foreign trust?*

YesNo
Did you buy anything from out of state where you did not pay sales tax, but would have if you'd bought the same thing in your home state?*

YesNo
If so, we need the total dollar amount of these purchases. If you had purchases from Amazon, you can see our short video (right-click to open in a new tab) about how to download your Amazon transactions to check for any such purchases.
Your total purchases without sales tax:

Driver's License