Carrie Houchins-Witt, CFP, EA

Carrie Houchins-Witt Tax and Financial Services

Verified NAEA Member
Address:
1303 5th St Ste 207
Coralville, Iowa 52241
United States

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phone:
view phone(319) 359-0439
website:
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Description

With 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 a fee-only CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) 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.

Monday - Friday 9am - 5pm
Other times - by appointment only

Additional Information

Company Name: Carrie Houchins-Witt Tax and Financial Services

Designations: CFP, EA