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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

Partner, Financial Advisor

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David W. Fortney

CPA, PFS

Partner, Financial Advisor

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Sarah Stammen

CPA

Partner, Financial Advisor

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Mark Hoge

CPA, CVA

Partner, Financial Advisor

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Brad Hoge

Director of Wealth Management

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Richard J. Rihm

CPA

Manager

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

CPA

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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Kevin Schlarman, CPA

CFP(R)

Manager, Financial Advisor

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Scott Steineman

CPA, CITP

Manager, Financial Advisor

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Danielle Magoto, CPA

Manager

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Danielle joined the team at McCrate,...
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Darian Mescher

CPA

Senior

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Darian joined McCrate, DeLaet &...
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Janice K. Harshman

EA

Senior

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

Professional Staff

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Alice joined McCrate, DeLaet & Company...
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Marisa Kremer, CPA

Professional Staff

Marisa joined McCrate, DeLaet, & Company in 2020 with experience in both industry accounting and public accounting. She specializes in...
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Jordan Rethman, CPA

Professional Staff

Jordan joined McCrate, DeLaet & Company in 2020. He graduated from Wright State University with a double major in Accounting and Finance. He...
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Nate Yoakum

CPA

Professional Staff

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Nate joined McCrate, DeLaet & Company in...
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Brenda Barhorst

Professional Staff

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Brenda joined McCrate, DeLaet &...
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Aaron Schwartz, CPA

Professional Staff

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Aaron joined McCrate, Delaet &...
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Andrea Wynk

Professional Staff

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Andrea joined the team at McCrate, DeLaet...
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Connor Rose

Professional Staff

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Connor joined McCrate in 2019. He graduated...
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Tom Kueterman

IT Specialist

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Tom joined McCrate in 2018 as the IT...
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Janie Willis

Administrative Services

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Janie joined McCrate, DeLaet & Co. in...
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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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  •   100 South Main Avenue, Suite 203, Sidney, Ohio 45365
  •   (937) 492-3161

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM .  We currently have individuals licensed to offer securities in the states of Ohio, Indiana, Florida, and Pennsylvania. This is not an offer to sell securities in any other state or jurisdiction.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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