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Where's My Tax Refund?
Are your emotions putting your retirement at risk?
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Kulawiak Financial Services

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Address:
4 Waterloo Road
Stanhope, NJ 07874
Phone:
(973) 347-3552
Fax/Other:
(973) 347-6029
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Client Newsletters and Forms

Newsletters

August 2026 Newsletter

January 2026 Newsletter

**Discount on MileIQ App

Frequently Used Forms

2025 Tax Return Checklist

Drop Off Mail In Checklist

Child Tax Credit Worksheet

College Credit Worksheet

Head of Household Filing Status Worksheet

Earned Income Tax Credit Worksheet

Self Employed Business Worksheet

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.

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