A complete list of active advisors currently associated with Carrie Houchins-Witt Tax and Financial Services LLC

Warmer can help you find a great advisor at Carrie Houchins-Witt Tax and Financial Services LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Carrie Houchins-Witt Tax and Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carrie Houchins Witt	Coralville, IA	12
Corey Houchins Witt	Coralville, IA	8

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