Services
We are now accepting new clients for the 2024 tax season (preparing 2023 returns).
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.
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.
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
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.
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.