Tax Preparation
Individual and business returns, amended returns, and back taxes.
Carrie Houchins-Witt Tax and Financial Services
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About Carrie Houchins-Witt Tax and Financial Services
Tax preparation and financial planning are provided for maturing families, individuals, and businesses. Services include complex individual and business income tax returns, amended returns, back-tax filing, and representation before the IRS. The team also offers hourly, fee-only financial planning, including cash flow management, retirement portfolio draw-down strategies, and guidance during divorce or other family transitions. Retirement planning is available for retirees and people approaching retirement. Carrie Houchins-Witt is both a CERTIFIED FINANCIAL PLANNER professional and an Enrolled Agent, while Corey Houchins-Witt provides retirement-focused planning. The office serves clients from 1303 5th Street, Suite 207, in Coralville, Iowa, in the same building as the Coralville Center for the Performing Arts.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial Planning
Hourly, fee-only planning for families, individuals, and businesses.
Retirement Guidance
Planning for retirees and people approaching retirement.
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