Staff Accountant, QuickBooks Pro Advisor firstname.lastname@example.org
Melissa started her public accounting career in 2009. Melissa has experience in tax preparation, bookkeeping, payroll and sales tax. Melissa works out of our Washington office. Melissa received her BA in Business from Iowa Wesleyan College and her AS in Accounting from Kirkwood Community College.Melissa is originally from Ainsworth and currently lives in Washington with her husband Rob and three children Kayla, Kaden and Karter. Melissa enjoys golfing, camping, spending time with her family and riding on their Harley with her husband. Melissa is also a Washington Chamber of Commerce Ambassador, and enjoys being a part of the business community!
Staff Accountant email@example.com
Becky has over 20 years of accounting experience with 13 of them spent in public accounting. She has experience in the preparation of tax returns, financial statements, bookkeeping, payroll and sales tax. Becky travels between our Washington, Wellman and Kalona offices. Becky grew up in Wellman and is a graduate of Mid-Prairie High School. She received her BA in Business Management from Central College in Pella, IA. Becky, her husband John and daughter Katie live near West Chester in the farm house that John’s grandparents built. She is an active member of the West Chester United Methodist church; is a 4-H leader for the Limecreek Limelights and is a supporter of the Mid-Prairie Fine Arts Boosters. In her spare time she enjoys gardening, walking, time spent with family and reading.
Lisa joined our firm in May of 2018, bringing with her over 10 years of experience in bookkeeping. Lisa works out of our Mt. Pleasant office. Her other areas of experience include QuickBooks, payroll, and sales tax preparation. Prior to joining our firm, Lisa was the office manager at a local pharmacy in Keosauqua for 4 years. She grew up in Farmington, IA and is a graduate of Harmony High School. Lisa lives near Bonaparte, IA with her husband Kirk and two daughters, Taylor and Madison. Outside of the office, she enjoys spending time with her family, running, biking, and traveling.
Anna joined the firm in July of 2019. If you recognize Anna you may have previously seen her at Stuff Etc of Iowa City, where she was the general manager for over 5 years. Anna works mainly out of our Kalona office, but keeps things running behind the scenes. Anna keeps things organized, manages invoicing, billing and all things administrative. She also keeps all of our office plants alive in Kalona!
Anna lives in Iowa City and is a graduate of Iowa City High School. Anna enjoys spending time with her boyfriend on the family farm in Hills, traveling, cheering on the Hawks and spending time with family.
The Allen in AllenMitchell (David's middle name). David has been in public accounting with tax experience since 1995. While small business and individual tax planning and compliance are his primary focus, David also has a wide variety of experiences including multi-state taxation, alien tax issues, conservation easements and in-depth partnership/LLC transactions. David is originally from Southeast Iowa and spent 8 years in the Cedar Rapids area after receiving his B.A. in both Accounting and Finance from Wartburg College in Waverly, IA. He currently resides on the family farm near Washington, IA with his wife and five children. David is a CPA and a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.
CPA, Partner firstname.lastname@example.org
The Mitchell in AllenMitchell. Mitch has over 10 years of experience as a CPA and works with a broad spectrum of businesses ranging from manufacturing to construction & real estate companies. He has extensive knowledge in partnership taxation as well as taxation of non-profit organizations. Mitch also has knowledge in corporate and personal tax planning and preparation. Mitch received his B.B.A. in Accounting and his Masters in Accounting from The University of Iowa. Mitch is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. In his free time Mitch enjoys fishing with his Dad and two sons, Caleb and Cade, spending time with his wife Marce and watching Iowa Hawkeye wrestling.