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. It provides a client file exchange that is secure, so you can safely share your tax documents and any other sensitive information with us. Because email is not secure, we don’t use it for anything that includes Social Security numbers, and we recommend that you don’t either. Once we’ve created a Secure File Pro account for you, you can log into the secure site to upload the documents Carrie needs to prepare your tax returns or financial plan. You can also download your completed tax returns and signature pages instead of coming into the office to sign. We can upload any tax returns prepared by Carrie upon request. Documents uploaded to the portal will remain for six months.