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

• Engagement Letter for Tax Preparation

• Tax Preparation Checklist (General)

• Tax Preparation Checklist (for in-home day care owners)

• Schedule C Checklist (for self-employed individuals)

• Schedule E Checklist (for rental property owners)

• Schedule F Checklist (for farmers)

Financial Planning Resources

• Financial Planning Questionnaire

• Statement of Financial Position form

• Cash Flow Analysis/Budgeting form

• Longevity (Life Span) Illustrator

• Investor Questionnaire © The Vanguard Group, Inc., used with permission

• Carrie's Statement of Investment Philosophy & Approach

Disclosures & Security

• Form ADV Brochure

• Security Policies & Procedures / Privacy Policy

Secure Portal for Tax Preparation & Financial Planning

Because email is not secure, we won’t use it for anything that includes Social Security numbers or other sensitive information, and we strongly recommend that you don’t either. Instead, Carrie offers a secure portal for working with her on your taxes or financial plan. This portal provides clients with an individual account where sensitive documents can be shared, engagement letters and tax forms can be electronically signed, and your completed tax return or financial plan can be stored and be always available to you.

To request an account, contact our office manager Robyn at 319-358-2854.

To access your account, please visit https://portal.houchinswitt.com/login.