Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Services in Oelwein, IA
Established in 1975, our firm has served Northeast Iowa with personalized accounting and financial services tailored to small-to-medium businesses and individuals. With offices in Oelwein and Jesup, we prioritize one-on-one client relationships to deliver strategic solutions for tax optimization, wealth building, and business growth. Our team of certified professionals maintains expertise through continuous education and leverages industry-specific knowledge to address complex financial challenges. We specialize in integrating tax planning, accounting, and advisory services to streamline financial management for our clients. Our commitment to staying current with evolving tax laws ensures clients avoid unnecessary liabilities while maximizing opportunities.By combining technical proficiency with localized market understanding, we empower clients to make informed decisions aligned with their unique goals. Our QuickBooks Certified ProAdvisors provide specialized software support to enhance financial efficiency. Through decades of service and associations with successful professionals, we have cultivated the expertise to address diverse financial needs. This website outlines our capabilities, and we welcome the opportunity to demonstrate how our personalized approach can simplify your financial responsibilities.
Services
Taxation
Payroll Management
Advisory
Accounting
QuickBooks
Details
- Year established: 1975
Highlights and features
- We offer personalized tax strategies to minimize liabilities and maximize wealth.
- Our team includes CPAs with decades of localized expertise in Northeast Iowa.
- We integrate tax, accounting, and advisory services for comprehensive financial solutions.
- QuickBooks Certified ProAdvisors provide specialized software implementation and support.
- Decades of experience serving small-to-medium businesses and individual clients.
Associations and certifications
- QuickBooks Certified ProAdvisor
Services
Taxation
Our Taxation service helps individuals and businesses minimize liabilities through strategic compliance with evolving tax laws. We specialize in corporate, partnership, estate, and trust tax planning while representing clients during audits. By staying current with regulatory changes, we ensure clients retain more of their income through legal deductions and credits.
Accounting
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and year-end closures. Our team ensures accurate records for informed business decisions while maintaining compliance with reporting standards. From bank reconciliations to journal entries, we deliver precise financial insights tailored to operational needs.
Management Advisory
Our advisory services focus on business valuations, merger/acquisition strategies, and financial projections. We assist with SBA loan applications, incorporation processes, and investment analysis to support growth objectives. This service helps clients navigate complex financial decisions with data-driven recommendations.
QuickBooks
As Intuit-certified ProAdvisors, we optimize QuickBooks usage through customized setup, training, and technical support. This service ensures businesses maximize software capabilities for efficient financial management while reducing operational errors through tailored implementation.
Payroll Management
We streamline payroll processing with accurate tax withholding calculations, compliance reporting, and timely filings. This service reduces administrative burdens while ensuring adherence to federal and state regulations, allowing businesses to focus on core operations.
People
Jeremy P. Lockard
CPA, Shareholder
With extensive experience in public accounting, Jeremy provides strategic tax and financial planning solutions. He focuses on delivering personalized service to businesses and individuals in Northeast Iowa.
Brent A. Waters
CPA, Shareholder
Brent specializes in business advisory services and tax optimization strategies. His expertise helps clients navigate complex financial decisions while maintaining compliance with regulatory standards.
Alan W. Flick
CPA
Alan delivers comprehensive accounting solutions with a focus on accuracy and client education. He works closely with businesses to ensure transparent financial reporting and compliance.
Cecily M. Corkery
CPA
Cecily specializes in tax preparation and advisory services for individuals and small businesses. Her approach emphasizes proactive planning to minimize liabilities and maximize growth.
Donald A. Weber
CPA - Retired
Donald contributed decades of expertise in accounting and tax services before retirement. His legacy continues through the firm's commitment to personalized financial solutions.
Questions
What accounting services does RFSW offer?
We provide bookkeeping, financial statement preparation, bank reconciliations, and year-end closing services tailored to small-to-medium businesses.
How does RFSW handle tax planning?
Our team stays current with tax laws to create strategies that minimize liabilities for individuals, corporations, partnerships, and trusts.
Do you support QuickBooks users?
Yes, our Intuit-certified ProAdvisors offer setup, training, and ongoing support for QuickBooks software to optimize financial management.
What advisory services are available?
We assist with business valuations, mergers/acquisitions, SBA loans, financial projections, and investment analysis to support growth objectives.
What sets RFSW apart from other firms?
We combine decades of local expertise with personalized service, offering integrated tax, accounting, and advisory solutions under one roof.