
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...
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Carrie Houchins-Witt, CFP, EA is a financial services firm based in Coralville, IA, specializing in comprehensive financial planning and tax preparation services.
With a focus on personalized solutions, the company assists individuals and businesses in navigating their financial goals and obligations with expertise and care.
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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...
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...
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...
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...
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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