Stacy Agee is a firm partner who is a Certified Public Accountant with many years of advising on her resume. She has resided in the Siouxland area for most of her life. She is an avid believer that a well-informed client makes the best decisions and welcomes questions on business structures and tax benefits to help promote their success.
Getting to know and assisting clients, whether they are beginning new business ventures or branching out an older one, is something she enjoys and looks forward to pursuing for many more years. Molly Sohm is a firm partner who has been in practice since 2004. She is a licensed public accountant and an enrolled agent under the Iowa Board of Public Accountancy.
Getting to know and assisting clients, whether they are beginning new business ventures or branching out an older one, is something she enjoys and looks forward to pursuing for many more years. Molly Sohm is a firm partner who has been in practice since 2004. She is a licensed public accountant and an enrolled agent under the Iowa Board of Public Accountancy.
Services
While many CPA firms seek to find large businesses requiring compilations, reviews, and audits because those services provide a higher revenue stream, we have taken a different focus and continue to proudly serve small, local businesses. We've found that there is a need; small businesses can handle their daily operations, but accounting isn't in their wheelhouse.
While federal guidelines do not require you to keep tax records "forever, " in many cases there will be other reasons you'll want to retain these documents indefinitely. Keep year-end mutual fund, retirement and IRA contribution statements forever. You don't have to save monthly and quarterly statements once the year-end statement has arrived.
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