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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

Director of Wealth Management

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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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Kevin Shlarman, CPA

Professional Accounting Staff

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Scott Steineman

CPA, CITP

Manager, Financial Advisor

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Danielle Magoto, CPA

Senior Accountant

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

CPA

Staff Accountant

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Darian joined McCrate, DeLaet &...
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Macy Guillozet

CPA

Staff Accountant

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Macy started her career at McCrate,...
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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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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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Nate Yoakum

Professional Staff

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

Staff Accountant

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Brenda joined McCrate, DeLaet &...
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Connor Rose

Intern

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

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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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Connie joined McCrate, DeLaet &...

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

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