Contact
Home
Services
Pricing
Tax Services Packages & Pricing
Financial Planning Process, Packages & Pricing
Our Team
Forms & Resources
Blog

Carrie Houchins-Witt CFP®, EA

Contact
Home
Services
Pricing
Tax Services Packages & Pricing
Financial Planning Process, Packages & Pricing
Our Team
Forms & Resources
Blog
November 21, 2023
Carrie Houchins-Witt
What to expect when Carrie prepares your taxes

This is a step-by-step outline of our tax preparation process. If you wonder how we work, whether you’re a prospective client, a new client, or you’ve been with us for years, this post will explain everything!

What to expect when Carrie prepares your taxes
November 21, 2023
Carrie Houchins-Witt
What to expect when Carrie prepares your taxes ...

This is a step-by-step explanation of our analog tax preparation process. It’s for folks who prefer to bring us their file on paper and opt out of using our secure online portal.

What to expect when Carrie prepares your taxes - the analog version
August 2, 2023
Carrie Houchins-Witt
Extensions

An extension will give you six extra months to file your federal tax return but it will NOT give you more time to pay what you owe. If we’re filing an extension for you, and you’re not confident that you’ll receive a refund, we encourage you to make an extension payment by the April deadline.

Extensions
December 31, 2021
Carrie Houchins-Witt
Using DocuSign to sign your tax returns

We use DocuSign to send completed returns to our clients and collect their electronic signatures. We find it to be a fast and efficient process but it isn’t especially intuitive if you’ve never used it. Read on for step-by-step instruction for downloading and signing your tax returns on DocuSign.

Using DocuSign to sign your tax returns
December 31, 2021
Carrie Houchins-Witt
Before you sign your tax returns

When you sign your tax returns, you’re telling us and the taxing agency that everything in the returns is correct and complete to the best of your knowledge. It’s important that you review the returns before you sign them. Read on for our suggestions of the most important items to check.

Before you sign your tax returns
Carrie Houchins-Witt
August 3, 2020

Charitable Donations in 2020

Carrie Houchins-Witt
August 3, 2020
Charitable Donations in 2020

The CARES Act allows taxpayers who do not itemize deductions to deduct up to $300 in charitable donations made in 2020. Give - and save your receipts!

Tagged: deductions, CARES Act, charitable donations

Carrie Houchins-Witt
June 10, 2020

Summer Hours

Carrie Houchins-Witt
June 10, 2020
Summer Hours

Starting June 15, our hours in the office will no longer reliably be 9 am- 5 pm. We will still use our drive- through service to handle the pick-up, drop-off, and signing of documents and tax returns. The only change is that you’ll need to schedule with Robyn before you come.

Carrie Houchins-Witt
May 15, 2020

COVID Consciousness

Carrie Houchins-Witt
May 15, 2020
COVID Consciousness

We are all fully vaccinated and are no longer wearing (or requiring) masks. However, if you are masking and would feel more comfortable if we wear masks while you’re in our office, please don’t hesitate to ask. We will always have masks available and are happy to put them on at your request.

Carrie Houchins-Witt
April 1, 2020

Help for businesses and employees

Carrie Houchins-Witt
April 1, 2020
Help for businesses and employees

Is your job or small business affected by the COVID-19 outbreak? Check out these links for help.

Carrie Houchins-Witt
March 31, 2020

2020 Stimulus

Carrie Houchins-Witt
March 31, 2020
2020 Stimulus

Guidance from the IRS about the stimulus program

Carrie Houchins-Witt
March 24, 2020

Tax Season 2020 Changes

Carrie Houchins-Witt
March 24, 2020
Tax Season 2020 Changes

Many changes have taken place during the current tax season. The latest news is that the filing deadline has been extended to July 15, which matches the extended payment deadline announced last week. Read on for more details.

Older Posts

BLOG

Search for specific topics below:


Find posts by year:

  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2016
  • 2015
  • 2014
  • 2013
 

Ready to chat?

Contact Carrie
 
Back to Top
Tax Services
Financial Planning
Divorce Financial Services
Carrie Houchins-Witt Tax & Financial Services LLC, 1303 5th Street, Suite 207, Coralville, IA 52241, United States(319) 358-2854info@houchinswitt.com
 
cfp_logo_gold_url.jpg
new napfa logo jpg large.jpg
EA_Color_050118.jpg
 

Carrie Houchins-Witt Tax & Financial Services LLC is a registered investment adviser offering advisory services in the State of Iowa where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Carrie Houchins-Witt Tax & Financial Services LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Carrie Houchins-Witt Tax & Financial Services LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.