Carrie Houchins-Witt Tax and Financial Services LLC

Fixed/Hourly

Carrie Houchins-Witt Tax & Financial Services, LLC offers financial planning on an hourly basis and tax preparation services. Financial planning services include retirement planning, divorce financial services, cash flow analysis, Social Security claiming advice, debt reduction planning, insurance needs analysis, investment planning, income tax planning, and inheritance management. Tax services include individual and business tax preparation and IRS representation. The firm tailors its services to each client's specific needs.

Assets Under ManagementN/A
Clients35
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Carrie Houchins-Witt Tax & Financial Services, LLC offers financial planning services at an hourly rate of $300 per hour. An initial consultation is provided at no charge. A $500 deposit is required at the time of signing the engagement letter.

Hourly Rate:$300/hr
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Location

2 Advisors at this firm

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