carrie@houchinswitt.com

(319) 359-0439

A Certified Financial Planner™ Professional and Enrolled Agent


Welcome


Carrie provides honest, affordable, and timely tax preparation and financial planning to ordinary families, individuals, and businesses.


Carrie Houchins-Witt is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and an ENROLLED AGENT (EA) with nearly ten years of professional tax preparation experience and an extensive background in personal finance. In addition to this professional experience, Carrie's own financial journey has taken her through both peaks and valleys, and past many common financial milestones.

As a CFP®, Carrie can help you through ordinary or extraordinary periods of your financial life. She knows what it is like to struggle financially, to save for a house and retirement, and to put away money for her children's education. She has experienced debt, and better yet, knows the feeling of freedom that comes with shedding that debt. As an EA, Carrie can assist you with the most complex tax preparation issues; and for individuals with tax problems, Carrie can represent and defend you before the IRS, as any CPA or tax attorney might.  Carrie explains taxes and personal finances in a simple, thorough way that anyone can understand. She wants you to be in control of our own life, and wants to help you reach your goals.

Schedule an appointment or email Carrie today to discuss your financial planning and tax needs.


Read Carrie's Latest Personal Finance and Tax Blog

I Just Bought A House: Part 2 - Tax Credits

I just bought a house! What tax credits can I get? This blog post will explain what credits you may claim if you own a house.


Click the buttons below to find out more...


What People Are Saying...

Carrie took my rather complicated return and completed it more thoroughly, quickly and affordably than any accountant I've used before. She asked really smart, precise questions on everything from my change in residence to deductions for business expenses. I'll definitely call her next year!

Jeremy, Actor, New York


As an owner/manager of a small farming business, I take pride in my ability to wear many hats. I can run and repair all the equipment, I can prune the orchard and vineyard, I can mend the fences, I can also market our products and keep the books. At some point I realized that just because you can do it all, doesn't mean you should do it all. I trust Carrie Houchins-Witt with all my LLC filings for the IRS and the state, which gives me more time to worry about what really matters.

James, Farmer, Oregon


Working with Carrie has been wonderful. She explains things in a way that is easy to understand and is always available for questions or concerns. Being a small business owner, I appreciate the fact that she has helped me gain more knowledge about my taxes -- not to mention making tax time less stressful! I have recommended her to several friends and colleagues.

Lidia, graphic design firm owner, Chicago



Carrie's Office Is Located At:

2140 Norcor Ave, Suite 109
Coralville, IA 52241

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