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Access Essential Financial Forms for Tax Preparation, Insurance, and Investment Planning

Simplify your financial journey with Hoff Financial Services. Our comprehensive collection of downloadable forms is designed to assist you in tax preparation, insurance applications, investment planning, and scholarship requests. Whether you're organizing your taxes, applying for insurance coverage, or planning your financial future, our resources are tailored to meet your needs efficiently and securely.

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Tax Preparation Form

TAX PREPARATION FORMS

2025 Tax Organizer

Business Tax Worksheet

Farm Tax Worksheet

Rental Tax Worksheet

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Secure Vault Upload Instructions

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Financial Planning Forms

FINANCIAL PLANNING FORMS

Discovery Questionnaire

Form CRS

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Secure Vault Upload Instructions

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Insurance Forms

INSURANCE FORMS

Medicare Intake Form

Health Insurance Intake Form

Service Request - For Personal Insurance Clients

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Secure Vault Upload Instructions

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Scholarship & Donation Form

SCHOLARSHIP & DONATION FORMS

Scholarship Application

Donation Request

Still Have Questions? Let’s Talk.

Hoff Financial Services logo Barron WI on white background | accounting, tax preparation, insurance, and financial planning

410 E LaSalle Ave,

Barron, WI 54812
info@teamhoff.com  

715-455-1968

 

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Hoff Financial Services, LLC are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Cambridge does not offer tax or legal advice.

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This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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