TD&T Financial Group, P.C.
TD&T Financial Group, P.C. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TD&T Financial Group, P.C.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TD&T Financial Group, P.C. Employees
TD&T Financial Group, P.C. May 2013 - Present
Denman & Company, LLP November 2012 - May 2013
Selden Fox, Ltd. December 2007 - March 2012
Cray Kaiser LTD January 2006 - November 2007
Education
Trinity Christian College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
TD&T Financial Group, P.C. October 1999 - Present
Shull & Co September 1996 - October 1999
Skills
Corporate, Individual..., Corporate Tax, Tax
Education
Minnesota State University, Moorhead 1979 — 1983
Bachelor's degree, Accounting
Minnesota State University, Moorhead 1979 — 1983
Bachelor of Science (BS), Accounting
Allison Castle, INHC January 2015 - Present
TD&T Financial Group, P.C. July 2011 - Present
Arbonne Independent Consultant January 2012 - Present
Taylor, Rees, Beckey & Co P.C. October 2002 - July 2011
McGladrey August 2000 - October 2002
Skills
Tax, Accounting, QuickBooks, CPA, Internal Audit, Tax Preparation, Estate Planning, Health Coaching
Education
Institute for Integrative Nutrition 2014 — 2015
Integrative Nutrition Health Coach, Health Coach Training Program
University of Northern Iowa 1996 — 2000
Bachelor of Arts (BA), Accounting
Muscatine High School 1992 — 1996
TD&T CPAs and Advisors, P.C. August 2004 - Present
TD&T Financial Group, P.C. August 2004 - October 2013
TD&T Technology Solutions, LLC August 2004 - August 2008
Skills
Windows Networking, Windows Server, Server Administration, Server Management, NetApp Filers, Windows Server 2008, Network Security, Virtualization, VMware ESX, NAS, Disaster Recovery, Business Continuity, System Administration, Active Directory, Symantec, Software Implementation, Wireless Networking, Microsoft Exchange, Firewalls, Switches, Networking, VMware, Citrix, Network Architecture, Network Administration, Group Policy, Routers, IIS, Hardware, vSphere, Cisco Routers, WSUS, Software Documentation, Backup Exec, Microsoft SQL Server, WAN, System Deployment, VPN, Symantec Endpoint..., Windows, Windows 7, Cisco Technologies, Servers, Checkpoint, SharePoint, Windows XP, Server Architecture, Computer Hardware, TCP/IP, Network Design
Education
Bellevue University 2011 — 2012
BS, Management Information Systems
Indian Hills Community College 2002 — 2004
AAS, Computer Systems/Networking
TD&T CPAs and Advisors, P.C. September 2010 - Present
Musco Lighting November 2008 - September 2010
Pella Corporation October 2000 - November 2008
TD&T Financial Group, P.C. July 1994 - October 2000
Skills
Succession Planning, Strategic Planning, Mergers, Corporate Tax, Tax, Estate Tax Planning, Family Business, Family Office, Financial Planners, Strategic Financial...
Education
Pella Corporation 2005 — 2005
Kellogg Graduate School of Management 2004 — 2004
Family Business
University of Kentucky 1977 — 1981
Accounting, Business, Management
TD&T CPAs and Advisors, P.C. January 2015 - Present
TD&T Financial Group, P.C. June 1994 - December 2014
Skills
Accounting, Agriculture, Business Tax Planning, Corporate Tax, Estate Tax Planning, Financial Reporting, Not for Profit, Payroll Taxes, Partnership Taxation, Personal Tax Planning, QuickBooks, Tax Preparation
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Accounting
TD&T Financial Group, P.C. September 2002 - Present
Vaughan Accounting Services 1997 - 2002
Skills
Financial Reporting, Accounting, Lacerte, QuickBooks, Tax, TValue, Payroll, 1120S, Multi-state tax returns, Payroll Taxes, S Corporations, C-Corp, Pass-through Entities, Business Entity..., Entity Selection, Business Tax Planning, Individual Returns, Accounting for Small..., Income Tax, Financial Accounting, Corporate Tax, Tax Preparation, Accounts Payable
Education
AIB College of Business 1988 — 1990
Bachelor of Arts (B.A.), Accounting
Cray Kaiser LTD June 2014 - Present
Cray Kaiser LTD January 2014 - May 2014
Trinity Christian College September 2012 - December 2013
TD&T Financial Group, P.C. June 2013 - August 2013
Trinity Christian College September 2012 - May 2013
Skills
Leadership, Time Management, Spreadsheets, Communication, Building Relationships, Microsoft Excel, PowerPoint, Outlook, Data Entry, Bookkeeping, Finance, Financial Statements, Microsoft Office, Microsoft Word, Photoshop, QuickBooks, Tax, Team Leadership
Education
Trinity Christian College 2010 — 2014
Bachelor's Degree, Accounting; Finance Minor
TD&T CPAs and Advisors, P.C. January 2013 - Present
TD&T Financial Group, P.C. July 2008 - December 2012
TD&T Financial Group, P.C. May 2002 - June 2008
Skills
Audits of Employee..., Audits of Nonprofit..., Financial Reporting, Audits of Closely Held..., Auditing, Accounting, CPA
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Accounting
TD&T Financial Group, P.C. June 2012 - Present
TD&T CPAs and Advisors, P.C. June 2012 - Present
Iowa Wesleyan College September 1999 - May 2012
Skills
Certified Fraud Examiner, Business Valuation, Tax Preparation, Financial Statements, Forensic Accounting, Financial Accounting, CPA, Tax, GAAP, Tax Research, Bookkeeping, US GAAP, Financial Analysis, Income Tax, Litigation Support, Fraud, Partnership Taxation, Forensic Analysis, Internal Controls
Education
University of Northern Iowa 1977 — 1979
Bachelor of Arts (B.A.), Accounting
St. Ambrose University
Master of Business Administration (M.B.A.), Business Administration and Management, General
TD&T Financial Group, P.C. August 2011 - Present
TAYLOR REES BECKEY & CO., P.C. January 2001 - August 2011
TAYLOR REES BECKEY & CO., P.C. January 1995 - January 2001
Skills
Income Tax, Estate Planning, Estate tax, Nonprofits, Small Business, Tax Advisory, Tax, Estate Tax Planning, International Tax, Corporate Tax, Tax Research, Financial Accounting, Partnership Taxation, Financial Reporting
Education
University of Northern Iowa 1973 — 1975
Bachelor of Arts (BA), Mathematics, Graduate
Muscatine Community College 1971 — 1973
Associate of Arts (AA) and Associates of Science (AS), Mathematics