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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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Rick started at McCrate, DeLaet & Company as a network administrator in 1979 and now serves as a manager at the firm. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. He also serves his community as a member of the Kiwanis Club of Sidney and is a former treasurer and advisor for Big Brothers Big Sisters of Shelby and Darke counties. Rick specializes in taxation (individual, corporate, and payroll), small business, compilations, and reviews. Rick received his Bachelor of Business Administration in accounting from the University of Notre Dame in 1979 and takes pride in providing exceptional service to his clients. He lives in Sidney and enjoys traveling, walking, and spending time with his family and friends. Don’t be too surprised if you recognize him — Rick was once in a television commercial.

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Jeff joined McCrate, DeLaet & Co in 2016 with over 30 years of experience in public accounting. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. Jeff specializes in taxation (individual, corporate, and partnership), small business, agriculture, construction, compilations, and reviews. He has served his community in the past by being the Treasurer of Chickasaw Community Park Association, and a Councilman for the Village of Chickasaw. Jeff graduated from Miami University in Oxford, OH in 1983 with a Bachelor of Science majoring in Accounting. He lives in Chickasaw with his wife Lora and their 3 children.

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Scott joined McCrate, DeLaet & Company in 2014 after having 5 years' experience in public accounting. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. Scott specializes in audits (manufacturing, non-profits, employee benefit plans, and information technology), reviews, compilations, agreed-upon procedures, business taxation, retirement plans, and wealth management planning. Scott received his Bachelor of Arts in accounting from Capital University in 2011. He has passed the FINRA Series 7 and 66 exams and the CITP to become a Certified Information Technology Professional. He enjoys sports, and hanging out with family and friends.

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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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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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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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Brenda joined McCrate, DeLaet & Company in 2018 after having 19 years experience in the accounting field.  She attended Houston High School and Upper Valley J.V.S. in addition to Edison and Ashworth colleges.  She is a member of the Shelby County Relay For Life Event Leadership Team as well as an avid supporter of the American Cancer Society.  Brenda resides in Minster with her husband, Aaron, as well as two children, Drew and Brielle.  She enjoys traveling (anywhere with a beach), THE Ohio State University, reading, and spending time with family and friends.

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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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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.