Carrie provides honest, accessible, and timely tax preparation and financial planning to growing families, individuals, and businesses.
With more than a decade of experience and expertise in both tax and personal finance, Carrie provides comprehensive financial guidance and tax preparation for both the ordinary and extraordinary periods of your life.
Carrie is uniquely trained as both an hourly, fee-only CERTIFIED FINANCIAL PLANNER™ professional and an ENROLLED AGENT (EA), the highest credential a tax professional can earn from the IRS and a designation recognizing her as one of "America's Tax Experts."
She provides independent, objective planning to tackle your family's financial goals from budgeting and managing debt to investing for college and retirement, as well as analyzing your insurance needs.
Carrie's income tax expertise allows her to prepare complex individual and business income tax returns, amend returns, and file back taxes. As an Enrolled Agent, Carrie has "unlimited practice rights" to represent and defend individuals with tax problems before the IRS, as any CPA or tax attorney might.
Carrie has her own growing family and has developed this area as a specialty in her firm. Particularly for growing families, where goals and priorities change and evolve, guidance from a professional with her own family is invaluable. If you are just starting your financial planning, are a growing family, or have more developed financial circumstances, Carrie will guide you through a myriad of financial decisions and help you stay on track as you plan for your future.