In order to provided the best possible service, Kane & Associates will need to know some information about you and your history, as well as the ability to acknowledge our working relationship.

The information and forms can be completed during the initial portion of our appointment, but for your convenience, the forms have been posted below for download. You will need Adobe Reader to access these PDF files.

If you do not have Adobe Reader, you can download it for free here. These can be completed and brought to our first meeting.

This method provides an easy way for you to provide some of your basic information so we do not need to do this during our first appointment.

Another option is to come in 30 minutes early to complete the paperwork.
If you want to come early to complete the paperwork, let me know so I can have
the forms and instructions prepared and available for you.

To download the forms, click on each one.
They are in PDF format for easy printing: