Services
We are now accepting new tax preparation clients.
New clients will be accepted on an extension-only basis: for your first year with us, we will file an extension for you and prepare and file your returns during the extended filing period between April and October. Please call the office if you have any questions about this policy or any aspect of our process.
We are not accepting new clients for financial planning services at this time as we are booked for 2024.
In 2025, we will be narrowing our financial planning services to comprehensive retirement planning for pre-retirees and current retirees (people age 50+). In early 2025, we will be revising our website to reflect this change. Please check back with us in 2025 to review the information about our new financial planning process, packages and pricing on our website. If you think that we would be a good fit for your financial planning needs, please call our office to schedule an introductory consultation meeting at that time.
Carrie provides tax preparation and financial planning to growing families, individuals and businesses. She can also represent you before the IRS for tax problems; and for families experiencing a divorce, Carrie can provide financial analysis and expertise.
Tax Preparation, Planning, and IRS Representation
Carrie is 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.” EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS.
Financial Planning
Carrie provides accessible financial planning services to growing families and individuals as an hourly, fee-only CERTIFIED FINANCIAL PLANNER™ professional. She serves clients throughout the Midwest and on both coasts.
Divorce Financial Services
Carrie is a Certified Divorce Financial Analyst® professional, as well as certified to act as a third-party neutral and team member for collaborative divorces. As a CDFA®, Carrie can help you process the financial issues related to your divorce and better plan for this transition in your family’s life.