Ann founded our firm in 1990. An experienced CPA, Ann has worked in the accounting industry for over 30 years advising clients in tax planning and preparation for small, family owned businesses in varied industries including agriculture, manufacturing, construction, and retail. She has advanced expertise in working with small to medium family owned businesses – working on income tax planning as well as succession and transition planning as necessary.
Ann graduated from the University of Northern Iowa with a Bachelors degree. She is a member of the AICPA and Iowa Society of Certified Public Accountants. In the community Ann is also active in several local organizations, most recently serving as Board Chair for Fort Madison Community Hospital.
In her spare time Ann enjoys being with family and friends and is an avid Cubs fan.
If you’re getting close to retirement, you may wonder: Are my Social Security benefits going to be taxed? And if so, how much will you have to pay?
It depends on your other income. If you’re taxed, between 50% and 85% of your benefits could be taxed. (This...
The Coronavirus Aid, Relief and Economic Security (CARES) Act made changes to excess business losses. This includes some changes that are retroactive and there may be opportunities for some businesses to file amended tax returns.
If you hold an interest in a...