Helpful Tax and Accounting Resources for Individuals & Businesses

Explore essential forms, engagement letters, and document checklists to help you stay organized and prepared for tax season. Whether you’re gathering paperwork or planning ahead, Petri Financial has the tools you need.

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(219) 369-6341

Client Forms & Engagement Letters

Easily access the documents you need to begin working with Petri Financial.

Individual Engagement Letter (2024)

Business Engagement Letter (2024)

Prior Individual Engagement Letter (2023)

Prior Individual Engagement Letter (2022)

Common Tax Documents

Life changes, and so do your taxes. Keep your documents organized and ready for tax season. Below is the most common information needed for an individual return. Your situation may require additional documents not listed here.

Identification

  • Social Security Number
  • State-Issued ID
  • Date of Birth
  • Spouse’s Social Security Number and Date of Birth
  • Dependent(s) Social Security Number, Date of Birth, and Child Care Records (including providers Tax ID number)

Education Expenses

  • Forms 1098-T from Educational Institutions
  • Form 1098-E Student Loan Interest
  • Receipts for qualified educational expenses
  • Records of Scholarships & Fellowships

Income

  • Employment W-2 forms for each employer you worked for in the previous year

  • Unemployment & State Refunds 1099-G

  • Interest Income 1099-INT
  • Gambling Income W-2G or income/expense records

  • Royalties & Side Hustles (1099-Misc or 1099-NEC)

  • Jury Duty Records
  • Trusts, Prizes, and Awards

  • Hobby Income and Expenses

  • Health Savings Account & Long Term Care Reimbursements (1099-SA or 1099-LTC)

Health Insurance & Medical Expenses

  • 1095-A if you have insurance through the State Marketplace
  • 1095-B if you have health coverage
  • 1095-C if you have employer provided health coverage
  • Amounts paid for doctors, dentists, and hospitals
  • Miles driven for medical purposes

  • Travel for medical services including hotels, planes, tolls, and parking fees

Home Ownership

  • Form 1098 Mortgage Interest Statement

  • Real Estate and Personal Property Tax Records

Retirement & Other Savings

  • Form 5498 showing IRA Contributions

  • Form 1099-R 401k Distribution

Petri Financial Client Portal

Access your secure client dashboard to upload tax documents, view messages, download forms, and stay connected with your accountant. Click below to log in to your Petri Financial portal.

Frequently Asked Questions

Need help? Here are answers to common questions we get from individuals and businesses like yours. Can’t find what you’re looking for? Contact us and our team will be happy to help.

Petri Financial offers bookkeeping, individual and business tax services, and business consulting.

Yes. Petri Financial offers fully virtual appointments for your convenience. Whether you’re local or out of state, you can meet with us remotely to review your taxes or business needs, all with the same level of service and support.

Unlike national providers, Petri Financial offers personalized service and local support. You’ll work directly with a dedicated representative who understands your unique tax needs. Just reliable, responsive service when you need it.

Getting started is easy! Contact us to schedule an appointment, and we’ll review your needs, collect the right information, and walk you through each step.

Yes. We provide full-service support to keep your financials organized and your payroll running smoothly, in partnership with Absolute Wages. We can streamline everything in one place for you or your business.

Petri Financial offers ongoing support throughout the year, so whether you need help with tax planning, bookkeeping questions, or business guidance, you can schedule an appointment whenever you need it.

Expert Accounting Services in Northwest Indiana and Southwest Michigan

Petri Financial is your go-to partner for all things accounting and consulting. We provide a full range of services, including bookkeeping, individual tax services, business tax services, and consulting. With a focus on individuals and small businesses in Northwest Indiana and Southwest Michigan, our team delivers personalized service and expert support to help you improve profitability and reduce stress.

Schedule an Appointment
(219) 369-6341