Broker Check

201 East Main Street, Manchester, IA 52057

(563) 927-2572

Tax Team

Associates

At our firm, we have the client—and only the client—in mind.

Our mission is to help our clients. The small-business owner who needs to use their time and talent to drive their business rather than navigating tax and accounting laws. The individual who wants to know they utilized every tax deduction allowed to them. The farmer who doesn’t know where to start with passing his operation to the next generation. We start by listening to you. Then we come up with a plan to get the job done efficiently and accurately.

Tax Services

Lacey Carroll*

Lacey L. Carroll*, CPA

CPA

(563) 927-2572 ext. 103

Kathy Mersch*

Kathy Mersch*, CPA

CPA

(563) 927-2572 ext. 112

Jill Goos*

Jill Goos*

Office Manager

(563) 927-2572 ext. 113

Karen Kent*

Karen Kent*

Accountant

(563) 927-2572 ext. 105

Theresa Kolbet*

Theresa Kolbet*

Accountant

(563) 927-2572 ext. 114

Sarah Meyen*

Sarah Meyen*

Accountant

(563) 927-2572 ext. 106

Steve Warneke*

Steve Warneke*, CPA

CPA

5639272572

* Not affiliated with Cambridge Investment Research. ** Not registered with Cambridge Investment Research.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.