Gather recent records
Collect relevant tax returns, financial statements, notices, and supporting documents.
Client resources
Practical tools for clearer financial decisions
Use these trusted resources to stay organized, prepare for tax conversations, and make informed financial decisions. Cook & Cheek serves clients throughout Kentucky and the surrounding states remotely.
Helpful financial resources
Start with the resource that matches your needs, then contact our team when you want guidance tailored to your situation.
IRS resources
Find federal tax forms, publications, refund information, payment options, and official tax guidance.
Visit IRS.govKentucky Department of Revenue
Access Kentucky tax forms, filing information, payment services, and state tax guidance.
Visit Kentucky DORSocial Security Administration
Review benefit information, access your Social Security account, and find retirement planning resources.
Visit SSA.govAnnualCreditReport.com
Request your free credit reports from the federally authorized source and review them for accuracy.
Request credit reportsBefore we meet
Prepare for a productive conversation
A little preparation helps us spend more time on the decisions that matter to you.
List your questions
Write down the decisions, concerns, or changes you want to discuss.
Note important changes
Include business, family, income, investment, or retirement changes since your last review.
Protect your financial information
Financial documents contain sensitive information. Contact Cook & Cheek before sending confidential records so our team can direct you to an appropriate secure method.
These links are provided for general informational purposes. External websites are maintained by their respective organizations, and their content may change without notice.