Mission Statement
"To serve" is to be an advantage to someone and "to provide" is to make the power of professional service readily available. For over 25 years our goal has been to provide total quality service to our clients while maintaining prompt, personal attention. This is what has fostered our growth since 1977.
Firm History
For over 25 years, since November 1, 1977, we have been a full service firm with over 30 employees. This growth has come from our drive to provide successful service to our clients. In 2000, we introduced an affiliate to the firm - CP Financial Services, LLP. As the focus on providing full-service financial planning for this millennium, we would like to aquaint you with the opportunity to have your trusted accounting advisor assist you with managing your financial security, financial assets, risks, retirement and estate plans. In 2002 we purchased the accounting practice Zacher & Cahoy, CPA's. They have practiced public accounting for over 30 years and we were pleased they chose to join our team. They were known for their professionalism, integrity and ethics and specialized in estate and trusts as well as overall tax and accounting emphasis. We are excited about these new business opportunities, and hope that they only provide better service to our clients.
"Securities offered through ProEquities, Inc., a Registered Broker Dealer and member NASD and SIPC, 2355 J.F.K. Road, Dubuque, IA 52005. (563)582-2855. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor, CP Financial Services, LLP is independent of ProEquities, Inc."
Professional Associations And Memberships
American Institute of Certified Public Accountants (AICPA)Private Companies Practice Section (AICPA)South Dakota Certified Public Accountant Society,Wyoming Association of Public Accountants South Dakota, North Dakota, Kansas, Colorado and Wyoming Board of Accountancy North Dakota Association of Public AccountantsAssociation of Certified Fraud ExaminersNational Association of Certified Valuation AnalystColorado Association of Public AccountantsDigest 50 CPA Firm Award Winner
Client Satisfaction
Our reputation is built upon a foundation of satisfied clients. Our goal is your complete satisfaction, nothing less. Whether we're preparing financial statements, dealing with the IRS or providing any other financial assistance, we have your best interests in mind. Our motto, "It is not how much you make, it is what you get to keep!"
Firm Roster
Casey C. Peterson, CPA, AEP, President - Business Consulting, Estate and Income Tax Planning
Chairman of the Board of First Western Bank. Member South Dakota Governor's Economic Development Board and BHSU Department of Business Advisory Board
Charles V. Tinant, CFP - Financial/Retirement Planning, IRS, Forming/Dissolving LLP,LLC,INC., Small Business, Income Taxes
Kevin R. Eggebraaten, CPA, Managing Director - Small Business, Health Care
John M. Mitchell,CPA,CFP,CVA,Shareholder - Agriculture, Bankruptcy,Estate, Financial/Retirements Planning, IRS, Non-profit
Dean R. Heintz, CPA, Shareholder - Agriculture, Estate Planning, Non-profit Organizations, Forming/Dissolving LLPs,LLCs,INC.
Phil Zacher, CPA - Income Tax & Estate Planning
Sue McCormick - Firm Administrator
Liddy Rohrbach - Billing Administrator
Kathy J. Miller, CPA - Small Business, Income Taxes, Electronic Filing, LLCs, LLPs, INC.
Diane M. Dahl, EA - Small Business,Electronic Filing
Jeff L. Main, CPA - Tax, Insurance
Lynn Clark, CPA - Income Tax
Amy Brown - Income Tax
Trudy Formanek, CPA, Accounting Manager - Write-up Work, On Site Controllership, Income Taxes, Quickbooks Professional Advisor, Education Spec
Carey Miller - Business Services, Budgets
Diane O'Connor - Bookkeeping, Quickbooks Professional Advisor.
Jolynn Soderberg - Bookkeeping, Payroll
Peggy Busse, CPA - Bookkeeping, Controllership, Tax, Quickbooks Professional Advisor
Sheila Jackson - Bookkeeping, Quickbooks Professional Advisor.
Sheila Hill - Bookkeeping
Cheryl Kenitzer, CPA, Audit Manager - Audit
Mark Lyons, CPA, Audit In-Charge - Healthcare
Kelly Sauder - Auditor
Dustin Nickle - Auditor
Tiffany Johnson - Auditor
Kayce Roseth - Audit Department
Bonnie Day - Medical Practice Coordinator
Amber Lyle - Marketing Assistant
Linda Michael - Tax Secretary
Nan Oukrop - Audit Secretary