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
  • Careers
    • Careers and Benefits
  • Resources
    • 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

Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

David W. Fortney

CPA, PFS

Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Sarah Stammen

CPA

Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Mark Hoge

CPA, CVA

Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Kevin Schlarman, CPA

CFP(R)

Partner, Financial Advisor

Contact

Check me out on...
Photo of team member

Scott Steineman

CPA, CITP

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

Danielle Magoto, CPA

Manager

Contact

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

Marisa Kremer, CPA

Manager

Contact

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

Aaron Schwartz, CPA

CPA

Senior

Contact

Aaron joined McCrate, Delaet &...
Photo of team member

Jordan Rethman, CPA

Senior

Contact

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

Nate Yoakum

CPA

Professional Staff

Contact

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

Jane K. Gariety

CPA

Manager

Contact

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

Alice A. Berning

Professional Staff

Contact

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

Brenda Barhorst

Professional Staff

Contact

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

Andrea Wynk

CPA

Senior

Contact

Andrea joined the team at McCrate, DeLaet...
Photo of team member

Connor Rose

CPA

Senior

Contact

Connor joined McCrate in 2019. He graduated...
Photo of team member

Kenzie Leffel

CPA

Professional Staff

Contact

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

Kaitlyn Barhorst, CPA

Professional Staff

Contact

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

John Dirksen

Professional Staff

John joined McCrate, DeLaet & Company in 2022.  He serves on the team as a staff accountant. He primarily works in tax, where he...
Photo of team member

Janie Willis

Administrative Services

Contact

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

Connie Caudill

Administrative Services

Contact

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

Tom Kueterman

IT Specialist

Contact

Tom joined McCrate in 2018 as the IT...

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

© 2022 McCrate, Delaet & Company . All rights reserved.

Website Design For Financial Services Professionals