Services
We are now accepting new tax preparation clients.
New clients will be accepted on an extension-only basis: for your first year with us, we will file an extension for you and prepare and file your returns during the extended filing period between April and October. Please call the office if you have any questions about this policy or any aspect of our process.
We are now accepting new clients for financial planning services.
In 2025, we have narrowed our financial planning services to comprehensive retirement planning for pre-retirees and current retirees (people age 50+). If you think that we would be a good fit for your financial planning needs, please call our office to schedule an introductory consultation meeting.
Carrie and her team provide tax preparation and financial planning to maturing families, individuals and businesses. Carrie can also represent you before the IRS for tax problems; and for families experiencing a divorce, Carrie can provide financial analysis and expertise.
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.
Financial Planning
Corey & Carrie provide financial planning services to maturing families and individuals as hourly, fee-only CERTIFIED FINANCIAL PLANNER™ professionals (Corey is also a Retirement Income Certified Professional®). They serve clients throughout the Midwest and on both coasts.
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.