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    • Home
    • who we are
      • Denny Stoddard
      • Noah Schmall
      • Heath Houge
    • Who We Serve
      • Retirees
      • Farmers
      • Growing Families
    • Resources
    • Contact Us
    • Client Access
Bridgeway Wealth Management
  • Home
  • who we are
    • Denny Stoddard
    • Noah Schmall
    • Heath Houge
  • Who We Serve
    • Retirees
    • Farmers
    • Growing Families
  • Resources
  • Contact Us
  • Client Access

KUBICHEK & hOUGE

HEATH HOUGE, EA

INCOME TAX PREPARER  AND ENROLLED AGENT


heath@hougetax.com

319-454-6463

In my role as a Tax Preparer , I've cultivated a comprehensive expertise in navigating the intricacies of federal and state income tax systems. My daily practice involves a deep dive into financial documentation, meticulous record-keeping, and the application of current tax laws to accurately prepare a diverse spectrum of tax returns. 


I've become adept at understanding the unique financial landscapes of individual taxpayers, guiding them through deductions and credits to optimize their tax outcomes. Furthermore, I possess a strong understanding of the complexities involved in trust taxation, ensuring proper reporting and compliance for these fiduciary entities. My experience extends significantly into the agricultural sector, where I've worked closely with farm businesses, navigating the specific regulations and nuances associated with this industry. 


Beyond individual and agricultural clients, I am proficient in preparing tax returns for various business structures, including limited liability companies (LLCs) and corporations, understanding their specific reporting requirements and potential tax strategies. 


Expanding on my role, an aspect of my work involves assisting clients who are exploring defined benefit plans as a strategic tool for income tax limitation. In these situations, I act as a key point of contact and facilitator, collaborating closely with third-party administrators (TPAs). My role begins by understanding the client's financial objectives and income tax situation, assessing whether a defined benefit plan aligns with their goals. I then work in tandem with the TPA, who provides the specialized actuarial and administrative expertise required to design and implement the plan. My responsibilities include clearly communicating the benefits and complexities of defined benefit plans to clients, gathering necessary financial data for the TPA, and ensuring a smooth onboarding process. Throughout the plan's lifecycle, I continue to serve as a liaison between the client and the TPA, helping to interpret plan specifics, address client questions, and ensure ongoing compliance. This collaborative approach allows clients to leverage the tax advantages of defined benefit plans while benefiting from the TPA's specialized administrative capabilities, all with my guidance and support throughout the process.


Throughout my work, I prioritize clear and effective communication with clients, ensuring they understand the process and feel confident in the accuracy of their filings. My commitment to staying informed about the latest tax legislation and my meticulous approach ensure that all returns are prepared with the highest level of accuracy and in full compliance with all applicable regulations.

Copyright © 2025 Bridgeway Wealth Management, LLC - All Rights Reserved.


Bridgeway Wealth Management, LLC (BWM) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where BWM and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by BWM unless a client service agreement is in place. Heath Houge is not a licensed Investment Advisor Representative or a member of BWM. Heath Houge is strictly limited to providing tax preparation and consulting. His information is provided only for informational purposes. TAX EXPLANATIONS OR INFORMATION ARE PROVIDED FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE TAX ADVICE.

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