Amber C.
4/20/2017
After meeting to discuss our goals last fall, Carrie proposed a thoughtful and helpful financial plan for our family. Having two young children, we wanted to make sure we are planning the best we...
Carrie Houchins-Witt, CFP, EA
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1303 5th St Ste 207
Coralville, IA 52241
Carrie Houchins-Witt, CFP, EA, based in Coralville, IA, offers comprehensive financial guidance and tax preparation for families, individuals, and businesses with over 20 years of experience in personal finance and tax expertise. As a certified financial planner and enrolled agent, Carrie leads a team of highly trained professionals dedicated to illuminating clients' financial paths through various life transitions and financial challenges.
Recognizing the unique needs of maturing families, Carrie and her team provide tailored services ranging from cash flow management to retirement planning and divorce financial services. The firm's commitment to community engagement is evident in its support for local performing arts organizations, reflecting Carrie's belief in their contribution to quality of life in the Iowa City and Coralville areas.
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Reviews
5.07 reviewsLori F.
4/1/2020
We became Carrie's clients this year for our taxes. She and her staff are outstanding. They communicate clearly and on time about everything. The fees are very reasonable for such high-quality...
Andrea K.
9/30/2014
Not only was Carrie helpful and kind (even when I brought two grandchildren who raided her candy bowl!), she was extremely competent and thorough. My previous tax expert with a stellar local...
Kevin V.
3/8/2017
Carrie has been doing our taxes for I think 5 years, since we had adoption related expenses I didn't want to deal with. She's been quick and accurate about them and it's so much easier to just...
Kevin A.
4/12/2016
After leaving my job in IL to relocate to Iowa for my wife's career, I found work as a 1099 contractor. Having no idea how to calculate quarterly payments given our other income variables, Carrie...
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