Carrie Houchins-Witt Tax & Financial Services

Carrie Houchins-Witt Tax & Financial Services prepares individual and business income tax returns, amends returns, and files back taxes for families and individuals. Carrie is an enrolled agent who can represent taxpayers before the IRS, and she is also a certified financial planner. Corey Houchins-Witt provides hourly, fee-only retirement planning, and Carrie offers financial analysis for families going through a divorce as a certified divorce financial analyst.

New tax clients are accepted on an extension-only basis: the firm files an extension for the first year and prepares returns between April and October. Financial planning is currently limited to retirement planning for people age 50 and older, and the planning waitlist is closed, so calling the office is the way to check availability. The office is in Coralville.