Skip to main content

"Our services provide solutions to your problems"

 (937) 492-3161 Contact
  •  
  •  
  • Check us out on BrokerCheck

Offices
  • Home
  • Who We Are
    • Our History
    • Our Beliefs
    • Our Team
  • Who We Serve
  • What We Do 
    • Tax & Accounting Services
    • Consulting Services
    • Wealth Management Services
    • R & D Tax Credits
  • Client Logins 
    • Tax & Accounting Clients
    • Wealth Management Clients
  • Careers
    • Careers and Benefits
  • Resources
    • 1st Global
    • Tax Center
    • Farm Industry Issues
    • Useful Links
  • News
    • Newsletters
    • Blog
  • Pay Here
  • Contact Us

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice.

Learn More

Inquire with us today and see how we can help you.

Consulting Services

Starting a new business or acquiring or operating an existing venture is a challenging process. We can assist you in choosing the best options for your situation.

Learn More

Learn about what we do and our approach to help you realize your dreams.

Wealth Management Services

The firm’s knowledge and expertise as CPAs and financial advisors provides a resource of skills that can help ensure all pieces of your plan work together in a tax-optimized manner.

Learn More

Learn about what we do and our approach to help you realize your dreams.

 

Previous

 

Next

Home

Our Services

See how we may serve you today

 

Our Team

Our team of CPAs and investment advisors has in-depth professional knowledge and experience that fundamentally changes the client experience and creates enduring relationships.

Learn more

 

 

Our Beliefs

Our beliefs create the foundation for the relationships we build and the client experience we create.

Learn more

 

 

Our Comprehensive Services

Our extensive approach includes tax, accounting and consulting services, as well as tax-optimized wealth management.

Learn more

 

Client Logins

Access your own account portals.

Learn more

 

Looking to stay informed?

Subscribe to our newsletter today

Subscribe Here

Photo of team member

Donald C. Goettemoeller

CPA, PFS

Accounting & Audit Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

David W. Fortney

CPA, PFS

Tax Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Sarah Stammen

CPA

Tax Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Mark Hoge

CPA, CVA

Tax Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Brad Hoge

Director of Wealth Management

Contact

Check me out on...
Photo of team member

Gloria M. Miller

CPA

Tax Manager

Contact

Gloria joined McCrate, DeLaet &...
Photo of team member

Richard J. Rihm

CPA

Tax Manager

Contact

Rick started at McCrate, DeLaet &...
Photo of team member

Jane K. Gariety

CPA

Accounting Manager

Contact

Jane joined McCrate, DeLaet & Company...
Photo of team member

Jeff Pohl, CPA

Manager

Contact

Jeff joined McCrate, DeLaet & Co in 2016...
Photo of team member

Rebecca L. Beaver

CPA

Senior Accounting Specialist

Contact

Becky became a part of McCrate, DeLaet...
Photo of team member

Danielle Magoto, CPA

Senior Accountant

Contact

Danielle joined the team at McCrate,...
Photo of team member

Kevin Shlarman, CPA

Professional Accounting Staff

Contact

Check me out on...
Photo of team member

Darian Mescher

CPA

Staff Accountant

Contact

Darian joined McCrate, DeLaet &...
Photo of team member

Brenda Barhorst

Staff Accountant

Contact

Brenda joined McCrate, DeLaet &...
Photo of team member

Barbara Shively

EA

Staff Accountant

Contact

Barbara joined the team at McCrate,...
Photo of team member

Janice K. Harshman

EA

Senior Tax Specialist

Contact

Janice is a senior tax specialist at...
Photo of team member

Alice A. Berning

Professional Accounting Staff

Contact

Alice joined McCrate, DeLaet & Company...
Photo of team member

Paula A. Sheridan

Professional Accounting Staff

Contact

Paula is a staff accountant and tax...
Photo of team member

Tom Kueterman

Contact

Tom joined McCrate in 2018 as the IT...
Photo of team member

Nate Yoakum

Professional Staff

Contact

Nate joined McCrate, DeLaet & Company in...
Photo of team member

Scott Steineman

CPA, CITP

Manager, Financial Advisor

Contact

Check me out on...
Photo of team member

Macy Guillozet

CPA

Staff Accountant

Contact

Macy started her career at McCrate,...
Photo of team member

Connor Rose

Intern

Connor joined McCrate in 2019. He is currently studying accounting at Wright State University. He works on corporate, partnership, and individual...
Photo of team member

Janie Willis

Administrative Services

Contact

Janie joined McCrate, DeLaet & Co. in...
Photo of team member

Angie Mills

Administrative Services

Contact

Angie came to McCrate, DeLaet & Company...
Photo of team member

Beth Valentine

Administrative Services

Contact

Beth joined McCrate, DeLaet ...
Photo of team member

Connie Caudill

Administrative Services

Contact

Connie joined McCrate, DeLaet &...
Photo of team member

Dale A. Schwieterman

Tax & Accounting Managing Partner - Retired

Dale joined McCrate, DeLaet & Company in 1972 and today has retired as managing partner.  He makes himself available as a...
Photo of team member

David J.Monnier

CPA

Tax & Accounting Partner - Retired

Dave has been an integral member of the McCrate, DeLaet & Company since 1974. As tax partner, Dave focuses on sub-S corporations, estate and...

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   100 South Main Avenue, Suite 203, Sidney, Ohio 45365
  •   (937) 492-3161

  • Contact

Contact us

© 2019 McCrate, Delaet & Company . All rights reserved.

Website Design For Financial Services Professionals