Carrie Houchins-Witt Tax & Financial Services LLC

Illuminating your family's path to a brighter financial future.

Carrie Houchins-Witt Tax & Financial Services LLC is an independent, fee-only planning firm that specializes in comprehensive financial planning for both the ordinary and extraordinary periods of your life.

As a Certified Financial Planner (CFP®), Carrie helps families and individuals grow to meet their goals and strategically allocate their resources.  As an Enrolled Agent (EA), Carrie assists individuals, families, and businesses with tax filings and related tax issues.  She can represent and defend you, as needed, before the IRS as any CPA or tax attorney might.  Because of Carrie's tax expertise, she is able to consider the tax implications of every financial decision, and make recommendations with an eye towards reducing her clients' tax burden.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1303 5th St Ste 207 Coralville, IA 52241-2939 Phone: (319) 358-2854

Primary Office

1303 5th St Ste 207 Coralville, IA 52241-2939 Phone: (319) 358-2854