TD&T Financial Group, P.C.

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TD&T Financial Group, P.C. Employees

Employee
Years
Job
Industry
Glen Swanson Glen Swanson Pella, Iowa Details
Glen Swanson's TD&T Financial Group, P.C. Experience May 2013 - Present
Job Audit Manager at TD&T Financial Group, P.C.
Industry Accounting
Experience
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

Darcee Ayers Darcee Ayers Knoxville, Iowa Details
Darcee Ayers's TD&T Financial Group, P.C. Experience October 1999 - Present
Job Tax Manager at TD&T Financial Group, P.C.
Industry Accounting
Experience
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 Allison Castle Muscatine, Iowa Details
Allison Castle's TD&T Financial Group, P.C. Experience July 2011 - Present
Job Integrative Nutrition Health Coach
Industry Accounting
Experience
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

Ian Hougland Ian Hougland Des Moines, Iowa Area Details
Ian Hougland's TD&T Financial Group, P.C. Experience August 2004 - October 2013
Job IT Manager at TD&T CPAs and Advisors, P.C.
Industry Financial Services
Experience
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

David Fitch David Fitch Oskaloosa, Iowa Details
David Fitch's TD&T Financial Group, P.C. Experience July 1994 - October 2000
Job Tax Principal at TD&T CPAs and Advisors, P.C.
Industry Accounting
Experience
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

Mark Lechtenberg Mark Lechtenberg Centerville, Iowa Details
Mark Lechtenberg's TD&T Financial Group, P.C. Experience June 1994 - December 2014
Job Principal at TD&T CPAs and Advisors, P.C.
Industry Accounting
Experience
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

Lori Vaughan Lori Vaughan Fairfield, Iowa Details
Lori Vaughan's TD&T Financial Group, P.C. Experience September 2002 - Present
Job Senior Staff Accountant at TD&T Financial Group, P.C.
Industry Accounting
Experience
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

Joseph Blom Joseph Blom Greater Chicago Area Details
Joseph Blom's TD&T Financial Group, P.C. Experience June 2013 - August 2013
Job Staff Accountant at Cray Kaiser LTD
Industry Accounting
Experience
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

Courtney De Ronde Courtney De Ronde Pella, Iowa Details
Courtney De Ronde's TD&T Financial Group, P.C. Experience July 2008 - December 2012
Job Assurance Principal at TD&T CPAs and Advisors, P.C.
Industry Accounting
Experience
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

Neil Smith MBA CPA ABV CFE Neil Smith MBA CPA ABV CFE Mount Pleasant, Iowa Details
Neil Smith MBA CPA ABV CFE's TD&T Financial Group, P.C. Experience June 2012 - Present
Job Manager at TD&T CPAs and Advisors, P.C.
Industry Accounting
Experience
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

Vicki Beckey Vicki Beckey Muscatine, Iowa Details
Vicki Beckey's TD&T Financial Group, P.C. Experience August 2011 - Present
Job Partner/principal at TD&T Financial Group, P.C.
Industry Accounting
Experience
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