Carrie Houchins-Witt Tax and Financial Services LLC
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About
The firm is a boutique tax and financial planning practice that primarily serves individuals approaching or in retirement and clients navigating divorce. It provides comprehensive personal financial planning—retirement planning, Social Security claiming advice, cash-flow and debt-reduction planning—alongside income tax preparation, IRS representation, bookkeeping, QuickBooks training and payroll services.
Investment advice is delivered as part of a broader financial plan and emphasizes broadly diversified, low-cost index mutual funds and ETFs, appropriate asset allocation, tax-efficient asset location and tax-sensitive withdrawal sequencing rather than market timing. The firm makes recommendations and conducts engagements on a non-discretionary, episodic basis and does not provide ongoing account monitoring or custody of client assets.
Notably for a small, supported firm, it combines tax-practice capabilities (including Enrolled Agent-level IRS representation and business tax services) with financial planning and bookkeeping, and it reports serving a range of professional and institutional clients — including accounting firms, other advisers, banks or thrifts, insurance entities, municipal clients and, on rare occasions, sovereign wealth-type clients. The firm adheres to fiduciary standards through its CFP credentialed staff and does not accept product-based or performance-based compensation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee for tax preparation services depending on the engagement
$300 per hour for financial planning services
Fee-only: $300 per hour for financial planning services; tax preparation services charged hourly or flat fee depending on engagement
Main office
1303 5th Street, Suite 207
Coralville IA 52241
Advisors at this office
2
Most active in
Iowa
Also doing business as
Carrie Houchins Witt Tax And Financial Services · Carrie Houchins Witt Tax And Financial Services LLC · Houchins Witt, Carrie
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Carrie H
CFP®
Coralville, IA
Carrie Houchins-Witt Tax and Financial Services LLC
Carrie Houchins Witt is a CFP® professional with 11 years of industry experience. She has led Carrie Houchins-Witt Tax and Financial Services LLC since 2006. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and those navigating divorce, offering fee-only, hourly financial planning alongside tax and accounting services. Its investment approach centers on broadly diversified, low-cost index funds and ETFs, emphasizing asset allocation, tax-efficient asset location, and tax-sensitive withdrawal strategies within comprehensive financial plans.
Corey H
Series 65
Coralville, IA
Carrie Houchins-Witt Tax and Financial Services LLC
Corey Houchins Witt is a financial advisor with Carrie Houchins-Witt Tax and Financial Services LLC in Coralville, Iowa. He holds a Series 65 designation and has seven years of industry experience. He has been with the firm since 2015. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and clients navigating divorce. It offers fee-only hourly financial planning alongside tax and accounting services, emphasizing diversified, low-cost index funds and ETFs, tax-efficient strategies, and comprehensive financial plans without discretionary asset management.
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