Carrie Houchins-Witt Tax and Financial Services LLC logo

Carrie Houchins-Witt Tax and Financial Services LLC

Updated today

Total assets under management

$0

Total clients

15

60% high-net worth

Total advisors

2

of 4 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

8

Average account size

$0

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

Financial planning Educational seminars or workshops

Expertise

Retirement income strategy Social Security optimization Divorce financial planning Cash flow / budgeting General tax planning

Occupation focus

Retired

Demographic focus

Approaching retirement Retired

Fee options

Fixed

Flat fee for tax preparation services depending on the engagement

Project-based

$300 per hour for financial planning services

Other

Fee-only: $300 per hour for financial planning services; tax preparation services charged hourly or flat fee depending on engagement

Main office location

Carrie Houchins-Witt Tax and Financial Services LLC

1303 5 Th Street, Suite 207

Coralville IA 52241, United States

Number of offices

1

Most active in

Iowa

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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