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Dave’s career with McCrate, DeLaet & Company began in 1989. As a tax partner and certified public accountant, Dave specializes in tax services. He is also a financial advisor and Personal Financial Specialist with McCrate, DeLaet Financial Advisors and has passed the FINRA Series 7 and 66 exams and the Ohio insurance exam. His comprehensive experience and knowledge allow him to advise clients effectively on the entire scope of their financial situations, including estate planning and financial services. He has a deep understanding of how to help clients make tax-optimized decisions about their retirements, estate planning, investments and insurance situations.

Dave graduated from Ohio University with a Bachelor in Business Administration in accounting and finance. He is also a member of the American Institute of CPAs and Ohio Society of CPAs. As an active member of the community, Dave serves as treasurer of Connection Point Church of God and former chair of the Finance Committee for Dorothy Love Retirement Community.

Dave and his wife, Cheryl, live in Sidney, where they enjoy bicycling, motorcycling and spending time with their family, which includes their three grown children.

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Mark joined McCrate, DeLaet & Company in 2010 with six years of prior experience at a large multinational accounting firm. Mark specializes in taxation (corporate, partnership, individual, and estate), business valuations, wealth management planning, and other business consulting services. Mark holds the CVA credential (Certified Valuation Analyst) and has performed business valuations for purposes including estate and gift taxation, marital dissolution, mergers and acquisitions, and purchase price allocations. 

He is a member of the American Institute of CPAs, the Ohio Society of CPAs and the National Association of Certified Valuators & Analysts. He serves his community as a board member for S&H Products and the New Knoxville Ranger Athletic Boosters. 

Mark attended the University of Cincinnati and received his Bachelor of Business Administration in accounting and his master’s in taxation. In addition to the CPA and CVA credentials, he passed the FINRA Series 7 and 66 exams, as well as the Ohio Life & Health Insurance exam. 
Mark lives in New Knoxville with his wife Kristy and their three children. Outside of work he enjoys sports, golfing, and family time.

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Gloria joined McCrate, DeLaet & Company in 1973. She is a certified public accountant and manager and a member of the American Institute of CPAs and the Ohio Society of CPAs. Gloria specializes in trucking, small business, and taxation (corporate, individual, and payroll). Gloria graduated from Manchester College in 1973 with a Bachelor of Arts in business administration. She lives in Versailles and enjoys traveling. She is also active with Women in Networking in Shelby County.

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Jane joined McCrate, DeLaet & Company in 1999 and in her role as an accounting manager seeks to provide timely support to clients to help them run and grow their businesses. She is a member of the American Association of Certified Public Accountants and the Ohio Society of CPAs. Additionally, she serves her community as a member of both the Sidney Rotary Club and the Jackson Center Corporate Challenge Committee. Jane specializes in taxation (individual, corporate, partnership, and nonprofits), sage50 - U.S. edition support, compilations, and reviews. Jane earned her Bachelor of Science degree in business administration in 1996 from The Ohio State University. She currently lives in Jackson Center with her husband, Pete. The two have four grown children and nine grandchildren — and there are two more on the way! She loves spending time with her grandchildren and watching her Ohio State Buckeyes in action on the gridiron.

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Becky became a part of McCrate, DeLaet & Company in 1996 and has continued to serve the firm in her role as a senior accounting specialist. She is a member of the American Institute of Certified Public Accountants as well as the Ohio Society of CPAs. She also volunteers her time as a member of the Houston Ball Association and as a lector at Sts. Peter & Paul Catholic Church. Becky specializes in taxation (corporate, individual, and payroll, general ledger write-up, and Sage. She received her Bachelor of Science in accounting and finance from Bowling Green State University in 1995. Becky lives in Houston with her husband, Matt, and their five children, Isaiah, Dominic, Elijah, Luke and Carmen. They also have a German Shorthaired Pointer named Gunner who brings joy to their lives.

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Kevin joined McCrate, DeLaet & Company in 2016 with previous corporate tax experience. He is a professional member of the Ohio Society of CPAs and American Institute of Certified Public Accountants. Kevin graduated from The Ohio State University with a Bachelor of Science Degree in Business Administration with a focus in Accounting & Finance. Specializations include corporate and individual taxation. He is also a financial advisor having passed the FINRA Series 7 and 66 exams. Kevin lives in Osgood with his wife Katrina. He enjoys watching sports, spending time with family and friends, and staying active outside.

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Shelby joined McCrate, DeLaet & Company in 2015 with one year of previous experience in auditing. She is a Certified Fraud Examiner (CFE) and member of the Association of Certified Fraud Examiners and the Ohio Society of CPAs. Additionally, she is involved with the Shelby County Animal Rescue Foundation, the Shelby County Farm Bureau and the Shelby County Cattlemen’s Association. Shelby attended Ohio Northern University and earned her Bachelors of Science in Accounting and her Masters in Forensic Accounting and Auditing in 2015. Shelby lives outside Jackson Center with her husband, Jason, and their two former shelter dogs, Barley and Porter. She enjoys riding horses, reading, and helping with farm work in her spare time.

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Barbara joined the team at McCrate, DeLaet & Company in 2004 as the staff accountant with 15 years of experience in tax preparation, payroll and monthly bookkeeping at a CPA firm. She received her Bachelor of Science in accounting from Miami University of Ohio in 1976 and earned the designation of enrolled agent in 2009. She is also a member of the Ohio Society of CPAs. Barbara specializes in taxation (individual, corporate, farm, payroll, and clergy), farm accounting, and compilations. She ensures that she takes care of her clients in the same way that she would like to be treated and considers herself as someone who is not only easy to talk to but is also a very good listener. Barbara lives in Troy with her husband, Steve, and she serves as the treasurer at her church. She has four adult children and two grandchildren, and she enjoys spending her time camping, canoeing, reading, gardening and being with her family.

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Alice joined McCrate, DeLaet & Company in 1987 with four years of previous accounting experience. Alice specializes in bookkeeping, write-ups, payroll, individual taxation, and QuickBooks. Alice lives in Sidney with her husband, Patrick, and together they have three children: Jill, Lora and Keith.

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Tom joined McCrate in 2018 as the IT Specialist. He spent 21 years in Norwalk, OH while serving as a business director for multiple organizations. Tom received his Bachelor of Science in Chemical Engineering from the University of Dayton. He lives in Celina, OH with his wife Melanie and dog Benny. They have a son named Andrew. Tom enjoys woodworking, fishing, and boating. 

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Macy started her career at McCrate, DeLaet & Company in 2016. She graduated from Wright State University with a Bachelors of Science in Accounting. Macy is a member of the American Institute of Certified Public Accountants, Ohio Society of CPAs, and Treasurer of Fort Loramie's Gym Committee. Her specialties include preparation of corporate and individual tax returns, payroll, and audits. She lives in Fort Loramie, Ohio with her husband Seth and son Cam. In her spare time, Macy enjoys hanging out with family and friends.

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Janie joined McCrate, DeLaet & Co. in 2003 as a secretary and financial services assistant. She has an Associates Degree in Applied Business & Office Administration from Edison Community College. She has made a career in administrative support with over 25 years experience in the field. She is a Notary Public for the State of Ohio.

Janie lives in Sidney, OH with her husband, Chad, and their two ragdoll cats. She loves cats and enjoys participating in car shows and Camaro club events, watching football, cooking and trying new recipes. She also collects stamps, adding to a collection her grandmother and father started over 50 years ago.

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Beth joined McCrate, DeLaet & Co. in 2017. She lives in Sidney, OH with her husband Larry. Together they have two children, three grandchildren, and two cats. She enjoys spending time camping, traveling, reading, and relaxing with family and friends. She also does a variety of crafts including repurposing silverware and wine bottles into wind chimes and other decorative items. 

Dale joined McCrate, DeLaet & Company in 1972 and today has retired as managing partner.  He makes himself available as a sounding board for his clients, as well as their friends and family. He focuses on building relationships and understanding their situations in order to give actionable advice. Dale is a problem solver and passionate about helping his clients find solutions.

Dale graduated from Bowling Green State University with a Bachelor of Science in accounting in 1972. He is a past member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. Dale has served as past chairman of the Agri-Business Committee and past president of the Lima Area Chapter of the OSCPA.

He and his wife, Nancy, have five grown children and reside on a farm near Celina in Mercer County.