Carrie provides honest & accessible tax preparation and financial planning to maturing families, individuals, and businesses.
With more than 20 years of experience and expertise in both tax and personal finance, Carrie and her team provides comprehensive financial guidance and tax preparation for both the ordinary and extraordinary periods of your life.
Carrie’s team is made up of highly trained professionals:
Carrie is uniquely trained as both an hourly, fee-only CERTIFIED FINANCIAL PLANNER™ professional and an ENROLLED AGENT (EA), the highest credential a tax professional can earn from the IRS and a designation recognizing her as one of "America's Tax Experts." As an EA, Carrie has “unlimited practice rights” to represent and defend individuals with tax problems before the IRS, as any CPA or tax attorney might.
Corey Houchins-Witt holds the designations of CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® (RICP®), and provides financial planning services for retirees (or those close to retirement) on an hourly, fee-only basis.
Carrie and Corey are expertly supported in their work by Office Manager Robyn Calhoun and Accountant Mary Jo Harken.
Our team’s income tax expertise allows us to prepare complex individual and business income tax returns, amend returns, and file back taxes. We also provide independent, objective planning to tackle your family’s financial challenges, from cash flow management and portfolio draw-down strategies in retirement to helping you figure out your finances during a divorce.
Carrie has her own family and understands the seasons of family life. Particularly for maturing families, where goals and priorities change and evolve, guidance from a professional with her own family is invaluable. If your family is in transition, you are a maturing family, or you just have more developed financial circumstances, Carrie and her team will guide you through your financial decisions and help you stay on track as you plan for your future.