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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.

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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.

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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.

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

 

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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.

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Our Beliefs

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

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Our Comprehensive Services

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

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Donald C. Goettemoeller

CPA, PFS

Accounting & Audit Partner, Financial Advisor

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David W. Fortney

CPA, PFS

Tax Partner, Financial Advisor

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Sarah Stammen

CPA

Tax Partner, Financial Advisor

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Mark Hoge

CPA, CVA

Tax Partner, Financial Advisor

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Brad Hoge

Financial Advisor

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Brad joined McCrate, DeLaet & Company in...
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Gloria M. Miller

CPA

Tax Manager

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Gloria joined McCrate, DeLaet &...
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Richard J. Rihm

CPA

Tax Manager

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Rick started at McCrate, DeLaet &...
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Jane K. Gariety

CPA

Accounting Manager

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Jane joined McCrate, DeLaet & Company...
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Jeff Pohl, CPA

Manager

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Jeff joined McCrate, DeLaet & Co in 2016...
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Rebecca L. Beaver

CPA

Senior Accounting Specialist

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Becky became a part of McCrate, DeLaet...
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Danielle Magoto, CPA

Senior Accountant

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Danielle joined the team at McCrate,...
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Kevin Shlarman, CPA

Professional Accounting Staff

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Darian Mescher

CPA

Staff Accountant

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Darian joined McCrate, DeLaet &...
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Shelby Gibbs

CPA, CFE

Staff Accountant

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Shelby joined McCrate, DeLaet & Company...
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Brenda Barhorst

Staff Accountant

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Brenda joined McCrate, DeLaet &...
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Barbara Shively

EA

Staff Accountant

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Barbara joined the team at McCrate,...
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Janice K. Harshman

EA

Senior Tax Specialist

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Janice is a senior tax specialist at...
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Alice A. Berning

Professional Accounting Staff

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Alice joined McCrate, DeLaet & Company...
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Paula A. Sheridan

Professional Accounting Staff

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Paula is a staff accountant and tax...
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Tom Kueterman

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Tom joined McCrate in 2018 as the IT...
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Nate Yoakum

Professional Staff

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Nate joined McCrate, DeLaet & Company in...
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Scott Steineman

CPA, CITP

Manager, Financial Advisor

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Macy Guillozet

CPA

Staff Accountant

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Macy started her career at McCrate,...
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Janie Willis

Administrative Services

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Janie joined McCrate, DeLaet & Co. in...
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Angie Mills

Administrative Services

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Angie came to McCrate, DeLaet & Company...
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Beth Valentine

Administrative Services

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Beth joined McCrate, DeLaet ...
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Connie Caudill

Administrative Services

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Connie joined McCrate, DeLaet &...
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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...
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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...

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

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.  Investment advisory services are offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of Ohio, Pennsylvania, Indiana, Florida. This is not an offer to sell securities in any other state or jurisdiction.

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