Services

Carrie provides tax preparation and financial planning to growing families, individuals and businesses. She can also represent you before the IRS for tax problems; and for families experiencing a divorce, Carrie can provide financial analysis and expertise.


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Tax Preparation, Planning, and IRS Representation

Carrie is 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.” EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS.

 
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Financial Planning

Carrie provides accessible financial planning services to growing families and individuals as an hourly, fee-only CERTIFIED FINANCIAL PLANNER™ professional. She serves clients throughout the Midwest and on both coasts.

 
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Divorce Financial Services

Carrie is a Certified Divorce Financial Analyst® professional, as well as certified to act as a third-party neutral and team member for collaborative divorces. As a CDFA®, Carrie can help you process the financial issues related to your divorce and better plan for this transition in your family’s life.