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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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Darian joined McCrate, DeLaet & Company in 2016. She graduated from Urbana University with a double major in Accounting and Business Management with a Field of Emphasis in Honors. Her specialties include preparing corporate and individual tax returns with a focus on farm taxation. Darian is from Maria Stein, Ohio. She enjoys horse back riding, spoiling her family's dogs, and spending time with family and friends.

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Janice is a senior tax specialist at McCrate, DeLaet & Company and has been with the firm since 2009. She brought with her 10 years of prior experience in tax preparation and was also an instructor at Edison Community College. She is a member of the National Association of Enrolled Agents, the National Association of Tax Professionals (also state board member of NATP), the Ohio State Society of Enrolled Agents and the Professional Tax Preparers. Additionally, she is involved in her community as a chair of the Altrusa International Foundation of Troy, Ohio, and as a member of the choir and Outreach Committee of First United Methodist Church of Troy. Janice specializes in taxation (individuals, corporate, partnerships, non-profits, and payroll), processing payrolls and associated tax filings. Janice received her Bachelor of Science in education in 1982 from Miami University and her Associates of Arts in Business in accounting in 2015 from Edison Community College. She currently lives in Troy with her husband, Scott, and together they have three grown children and two grandchildren. She enjoys spending her spare time singing, sewing, quilting, gardening, traveling and baking.

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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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Nate joined McCrate, DeLaet & Company in 2018. He graduated from Ohio Northern University in 2018 with his Bachelor of Science in Accounting with a minor in Finance. He specializes in corporate and individual taxation. He is originally from Bainbridge, Ohio but lives in Ada, OH with his wife Madison. In his spare time he enjoys hunting, fishing, golfing, and hanging out with family and friends.

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Aaron joined McCrate, Delaet & Company in 2020. He graduated from Bowling Green State University in 2019 with his Bachelors of Science in Accounting. He stayed at Bowling Green and earned his Master of Accountancy in 2020. He lives in Fort Loramie, Ohio. His interests include playing and watching sports, as well as spending time with family and friends.

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Connor joined McCrate in 2019. He graduated from Wright State University. He works on corporate, partnership, and individual tax returns. Connor is a student affiliate of the Ohio Society of CPAs. His interests include volunteering in the construction of Redskin Memorial Park, softball, golf, deer hunting, and helping out on his family's farm. 

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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.