A proud graduate of The University of Iowa, Bruce received a degree in accounting in 1985 and his Juris Doctorate,
with distinction in 1990. He is also a frequent
contributor to Kiplinger and Entrepreneur Insider.
Bruce has been working with small to medium-sized
businesses across the country for more than 25 years,
helping them navigate business and tax law in a variety of situations. His services include assisting with business start-ups, operations, growth, asset protection and exiting planning.
Bruce thrives on working with entrepreneurs, providing a
range of proactive tax and business solutions to
help them both address and prevent problems. His clients
range from individuals in the initial stages of a business
venture to mature companies from a variety of industries.
Janell has more than 20 years of accounting experience, specializing in tax. She works with our accounting department performing payroll and bookkeeping services, while helping prepare small business and individual tax returns. She will also assist in responses to the IRS for notices and audits. Janell looks forward to building relationships with you and making sure your needs are met to the fullest.
Mary has recently received her CPA license and is excited to continue to learn and grow, putting it to use for our clients. She has decades of experience in bookkeeping and accounting work across various types of industries. Mary excels in tax preparation for businesses and individuals, and enjoys helping individuals learn how to
maintain and understand their finances and accounting. You'll
enjoy working with her, thanks to her cheerful personality and dedication to doing a great job.
Joe is focused on assisting clients in all aspects of business and tax law with an emphasis on individual and business tax planning, formation and corporate maintenance, estate matters, tax research, small business and individual tax returns. He also assists clients in responses to the IRS for notices and audits.
Crystal brings 18 years of accounting experience across different industries such as food manufacturing, robotic integration, and industrial manufacturing. She brings her love of digging into data and helping clients track and record transactions to the right category. She is excited to assist in your bookkeeping, payroll and tax needs and ready to help where needed.
Tammy comes to us with almost 20 years of experience in the bookkeeping profession. She is very organized with an attention to detail that is must in her career. As a very hard worker, she can take good care of our clients with their accounting needs and help their business grow. In her spare time, she likes sewing and reading.
Maria has 25+ years of experience as an administrative professional, scheduler and project coordinator. Her role in the tax process is at the beginning and the end. She helps gather the initial tax documents to hand off to one of the accountants to prepare. Once complete, Maria sends the final tax returns out the door. When it comes to answering your questions and directing your inquiries, she is dedicated to make your experience positive and efficient.
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