Carrie Houchins-Witt, CFP, EA

Specialties

Carrie Houchins-​Witt is a Certified Financial Planner™ Practitioner (CFP®) and an Enrolled Agent (EA) with nearly a decade of professional tax preparation experience and an extensive background in personal finance.

As a CFP ®, Carrie can help you through ordinary or extraordinary periods of your financial life. As an EA, Carrie can assist you with the most complex tax preparation issues; and for individuals with tax problems, Carrie can represent and defend you before the IRS, as any CPA or tax attorney might. Carrie explains taxes and personal finances in a simple, thorough way that anyone can understand. She wants you to be in control of our own life, and wants to help you reach your goals.

Carrie provides assistance with:

Income tax planning and preparation

Representation before the IRS

Budgeting

Getting out of debt

Utilizing tax-​advantaged college savings plans

Planning for retirement

Analyzing insurance needs

Inheritance or windfall management

History

Established in 2006.

Carrie has been professionally preparing taxes since 2005 and became a Certified Financial Planner™ Professional in 2009. In 2013, Carrie earned the Enrolled Agent designation, which is the highest credential the IRS awards. Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Meet the Business Owner

Carrie H.

Business Owner

Carrie earned her Bachelor of Science from Northwestern University in Evanston, Illinois.

Carrie has always loved numbers, and honed this skill while working for nearly a decade as the City Director Of Revenue Management for the Kimpton Group Seattle. She oversaw revenue management of three boutique four-​star hotels in downtown Seattle: setting rates, increasing occupancy and using statistical analyses to maximize revenue.

She then found a way to combine her varied interests several years ago when she began preparing tax returns for, and explaining tax regulations to her friends. When she realized what an invaluable service this was, she took an extensive tax preparation education program and opened up shop. She has been preparing tax returns professionally for nearly a decade.

Carrie was born in West Virginia and grew up in Des Moines, Iowa. She has lived in New York City, Seattle, Chicago, and has settled in Coralville, Iowa with her husband and two young sons.