Business Details
35 Years
experience
Expert Accounting & Tax Services in Council Bluffs
Established in 1991 through the merger of Ron Dickinson and Francis Clark, Dickinson & Clark CPA's, PC has built a reputation as a trusted financial advisory firm serving Council Bluffs, Southwest Iowa, Eastern Nebraska, and surrounding areas. Our team of licensed professionals brings over 20 years of combined experience in accounting, tax preparation, and strategic consulting, serving individuals and businesses across farming, construction, real estate, and professional services industries. We hold active licenses in Iowa and Nebraska and maintain memberships with the American Institute of CPAs (AICPA), Iowa Society of CPAs, and Nebraska Society of CPAs.Our approach emphasizes proactive financial planning, leveraging cutting-edge tools like Xero and Figured for agricultural clients, while prioritizing personalized service and community engagement. With three shareholder partners and a dedicated team, we focus on delivering CFO-level consulting, succession planning, and comprehensive accounting solutions tailored to each client's unique needs.
Services
Tax Preparation
Business Consulting
Succession Planning
Agri-Insights
Bookkeeping
Payroll Services
1099/W-2 Preparation
Sales Tax Prep
Financial Planning
Entity Planning
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of combined experience in corporate and public accounting through our shareholder partners
- Our Agri-Insights platform integrates real-time financial data with personalized forecasting for agricultural clients
- CFO consulting services help business owners optimize financial decision-making and operational efficiency
- Licensed to practice in Iowa and Nebraska with active memberships in state and national CPA societies
- Proven track record serving local communities with personalized tax and accounting solutions since 1991
Associations and certifications
- AICPA
- Iowa Society of CPAs
- Nebraska Society of CPAs
What people say
Extremely dependable
Knowledgeable and proactive
Amazing service
Painless tax season
Highly recommend
Services
Tax Services
Our tax services combine expert preparation with strategic planning for individuals and businesses. We handle income tax returns for corporations, partnerships, LLCs, estates, and trusts while providing entity selection guidance and succession planning. Our CPAs stay current with evolving regulations to optimize tax efficiency and ensure compliance.
Business Consulting
We offer strategic business consulting focusing on operational improvement and wealth creation. Our services include financial statement analysis, performance measurement development, and business value building through leadership, employee, and operational enhancements for family-owned enterprises and growing businesses.
Agri-Insights
This specialized service combines Xero accounting software with Figured forecasting tools for agricultural clients. We provide real-time financial data analysis and scenario modeling for farmers and producers, enabling informed decisions about cash flow, profitability, and long-term sustainability across 12-60 month timelines.
Accounting Services
Our comprehensive accounting services include bookkeeping, payroll management, and sales tax preparation. We support multiple accounting platforms like QuickBooks and Xero while offering training and ensuring accurate financial records for timely tax filings and business decision-making.
Succession Planning
We specialize in developing succession strategies for business and farm transitions. Our services include evaluating transfer options, structuring ownership changes, and coordinating with legal and financial professionals to ensure smooth generational transfers or business sales while maintaining operational continuity.
People
Tom Umphreys
Managing Shareholder
With over 30 years in corporate and public accounting, Tom leads our firm's strategic direction. He specializes in construction, manufacturing, and medical practice accounting while providing CFO consulting services. A lifelong Council Bluffs resident, he actively serves his community.
Jeremiah R. Woltemath
Shareholder
J.R. brings nearly 20 years of agricultural accounting expertise. He focuses on construction contractors and small business audits while offering strategic planning and succession services. A Nebraska farm native, he advocates for rural business sustainability.
Rachel L. Smith
Shareholder
Rachel contributes 25+ years of public accounting experience, specializing in governmental audits and agricultural taxation. She assists with trust and non-profit tax compliance while applying her farming background to client advisory services.
Ron Dickinson
Founder
As a founding partner and Certified Financial Planner, Ron established our firm's foundation in tax services. He continues serving select clients while co-owning Dickinson Investment Advisors for comprehensive financial planning solutions.
Francis Clark
Co-Founder
Francis built our reputation for excellence in local accounting over his career. Now retired, he remains involved with community non-profits and family farm operations while maintaining advisory connections with long-time clients.
Questions
What accounting software do you support?
We work with major platforms including QuickBooks Desktop, Enterprise Solutions, Online, Xero, and Accounting CS for seamless bookkeeping and financial management.
Do you offer agricultural financial planning?
Yes, our Agri-Insights service combines Xero accounting with Figured forecasting for customized farm financial planning and scenario analysis.
What tax services do you provide for businesses?
We offer entity selection guidance, business tax returns, succession planning, and compliance services for partnerships, LLCs, corporations, and non-profits.
Are you available for urgent tax matters?
We prioritize timely service during regular business hours (Mon-Thu 8am-5pm, Fri 8am-12pm) and schedule consultations for urgent matters.
How do you handle payroll compliance?
Our payroll services include tax filings, direct deposits, and regulatory compliance management to ensure accurate and timely payroll processing for businesses.
