Forms & Resources
Take a look at these helpful links and downloads...
Carrie's Checklists & Forms
In order to ensure that your tax preparation and financial planning experience is efficient and seamless, Carrie has designed the following checklists and forms for you to complete prior to your appointment. By reviewing and completing these forms, you will be well-prepared for your visit with Carrie. Please note that not every checklist and form below is appropriate for every client – if necessary, please feel comfortable to ask Carrie which documents are right for you.
Tax Preparation Resources
Financial Planning Resources
Investor Questionnaire © The Vanguard Group, Inc., used with permission
Disclosures & Security
Secure File Pro
Carrie offers Secure File Pro to all of her clients. Secure File Pro provides a secure client file exchange between Carrie Houchins-Witt Tax and Financial Services and you (more secure than email). Once Carrie has created an account for you, you may log into this secure site and upload documents necessary for Carrie to prepare your tax returns and/or financial plan. You can also download any and all tax returns and documents that Carrie has prepared and filed for you at any time and from anywhere you have Internet access. No need for you to wait for your tax return to be mailed to you. No more misplacing or even losing your tax return.