Business Details
50+ Years
experience
Your Trusted Partner for Tax and Financial Solutions
Established in 1975, our firm has served Northeast Iowa with dedicated accounting and financial services for nearly five decades. We operate from two strategically located offices in Oelwein and Jesup, ensuring accessibility while maintaining personalized client relationships. Our team of certified professionals brings diverse expertise in taxation, accounting, and financial advisory, supported by continuous professional development and industry publications. We prioritize one-on-one client interactions to create tailored strategies that address individual financial goals. Our commitment extends beyond standard services, incorporating wealth preservation, tax optimization, and business growth solutions.With experience working alongside successful individuals, we leverage insights to enhance our service delivery. We utilize modern tools like QuickBooks ProAdvisor certifications to streamline financial processes for clients. Our approach emphasizes transparency, expertise, and long-term partnership, aiming to simplify complex financial matters. We actively engage in professional education to stay current with evolving tax laws and financial regulations. This foundation of experience, technology integration, and client-centric philosophy positions us to deliver reliable, forward-thinking financial guidance.
Services
Taxation
Payroll Management
Advisory
Accounting
QuickBooks
Details
- Year established: 1975
Highlights and features
- We offer 50+ years of combined CPA expertise in tax and financial planning
- Our team maintains QuickBooks ProAdvisor certifications for software integration
- We provide personalized service through direct one-on-one client consultations
- Our local knowledge spans Oelwein and Jesup business communities
- We implement continuous professional education for up-to-date tax compliance
Associations and certifications
- QuickBooks ProAdvisor
- Certified Public Accountants
Services
Taxation
Our taxation experts help individuals and businesses minimize liabilities through strategic planning. We handle corporate, partnership, estate, and trust tax matters while ensuring compliance with current regulations. Our team provides audit representation and customized tax reduction strategies.
Accounting
We deliver comprehensive accounting solutions including bookkeeping, financial statement preparation, and year-end closures. Our services ensure accurate financial records that support informed business decision-making and regulatory compliance for organizations of all sizes.
Management Advisory
Our advisory services cover business valuations, merger/acquisition strategies, financial projections, and loan application assistance. We provide expert guidance for business structure changes and investment analysis to support long-term growth objectives.
QuickBooks
As certified ProAdvisors, we offer QuickBooks setup, customized training, and ongoing technical support. Our team helps businesses maximize software efficiency for accounting and financial management purposes.
Payroll Management
We provide complete payroll processing solutions including tax filings, wage calculations, and compliance reporting. Our services ensure accurate and timely employee payments while maintaining regulatory adherence.
People
Jeremy P. Lockard
CPA, Shareholder
Certified Public Accountant with extensive experience in tax strategy and business advisory services. Focuses on delivering personalized financial solutions to clients in Oelwein.
Brent A. Waters
CPA, Shareholder
Experienced accountant specializing in business tax compliance and financial planning. Provides strategic guidance to businesses and individuals from the Oelwein office.
Donald A. Weber
CPA
Seasoned accountant with expertise in tax preparation and advisory services. Serves clients in Jesup with personalized financial planning and compliance solutions.
Cecily M. Corkery
CPA
Certified Public Accountant offering specialized tax and accounting services to individuals and small businesses in the Jesup community.
John L. Noll
QB ProAdvisor
QuickBooks Certified ProAdvisor with expertise in accounting software implementation and training. Assists clients in optimizing financial management systems.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax compliance services tailored to small business needs.
How can you help with tax audit preparation?
Our CPAs offer audit representation and documentation preparation to ensure compliance with tax regulations during audits.
Do you support QuickBooks users?
Yes, we have Intuit-certified ProAdvisors who provide QuickBooks setup, training, and troubleshooting support.
What sets your firm apart from other accountants?
We combine local expertise with modern financial tools and personalized service through direct CPA consultations.
How do you handle business financial advisory services?
We offer business valuations, merger/acquisition guidance, financial projections, and SBA loan application assistance.
