St. Louis,–– Anders CPAs + Advisors has announced 2016 promotions in the Tax Services group and Outsourced Accounting group.
Dave M. Finklang, CPA/CGMA, MBA has been promoted to a Senior Manager in the Tax Services group. Dave is the leader of Anders’ startup and emerging company practice. He particularly enjoys working with entrepreneurs and emerging companies by helping them raise capital, implement accounting systems and minimize their tax burdens. Dave was recently named a 2016 40 Under 40 by the St. Louis Business Journal.
Kristie S. Galati has been promoted to a Senior Manager in the Outsourced Accounting group. In addition to day-to-day accounting matters for her clients like bank reconciliation, general ledger entry and financial statement preparation, Kristie helps with year-end tax planning, trial balance and bonus payouts. She also oversees the quarterly and annual payroll and 1099 processing at the firm.
Adam S. Prest, CPA has been promoted to a Senior Manager in the Tax Services group. Adam focuses on helping families, closely-held businesses, as well as their owners plan for retirement and minimize their corporate and individual taxes. He specializes in a variety of industries, including Sports, Arts and Entertainment, Real Estate and Construction, and Start-up and Emerging Companies.
Dan Beller, CPA, MBA has been promoted to a Manager in the Tax Services group. He helps individuals, companies and organizations with income tax, partnership, S corp, and trust returns. Dan also handles bookkeeping and payroll for clients and has experience in compilation preparation. He serves a variety of industries, including labor organizations, engineering, real estate and transportation.
Lucas A. Luckett, CPA/PFS has been promoted to a Manager in the Tax Services group. Lucas works with clients in our Family Wealth and Estate Planning group. He brings a wide variety of tax and family wealth experience to his clients, specializing in individual and corporate tax planning, estate planning and stock option planning.
Justin P. Marty, CPA has been promoted to a Manager in the Tax Services group. Justin serves not-for-profit organizations, including labor unions, and prepares most of the request Form 990s at Anders, and has specific experience in labor, welfare, pension, vacation and other funds.
Gretchen A. Best has been promoted to a Supervisor in the Outsourced Accounting group. She specializes in working with clients on their financial and administrative management, including assisting with QuickBooks® and other cloud-based programs to provide clients with real-time financial information.
Todd W. Gebhardt, CPA has been promoted to a Supervisor in the Tax Services group. He advises both businesses and individuals on their tax needs, and provides tax planning & consulting services. Todd serves clients in a variety of industries, but much of his work is in the real estate & construction industries.
Nathan P. Stonner, CPA has been promoted to a Supervisor in the Tax Services group. Nathan consults with clients on a full range of tax issues, and specializes in providing services to professional services firms.. He helps clients automate their key accounting functions, including accounting and bill paying, using his expertise as a QuickBooks® consultant.
Nicholas C. Wigglesworth, CPA has been promoted to a Supervisor in the Tax Services group. Nic has a wide range of experience in various tax-related areas. Specifically, he prepares federal and multi-state tax returns for high-net-worth individuals, partnerships, LLCs, C Corporations and S Corporations.
Erin E. Beyer, CPA has been promoted to a Senior in the Tax Services group. Erin works with both businesses and individuals on their tax planning needs, and with clients in the Family Wealth and Estate Planning group.
Cindy M. Gray, CPA has been promoted to a Senior in the Tax Services group. Cindy works with a wide range of clients as an associate in the Tax Services group, helping businesses and individuals with their tax planning needs. She has experience with QuickBooks®, and works with clients on monthly accounting services.
John H. Wolpers has been promoted to a Senior in the Tax Services group. John works with small business clients on their tax planning needs. He has experience working with a wide range of industries from real estate and construction to restaurants and financial institutions.
Anders has approximately 175 partners and staff members, with about $28 million in revenue. For over 50 years, Anders has delivered full service accounting, tax, audit and advisory services to growth-oriented closely-held companies, organizations and individuals. The firm also specializes in valuation, forensics, strategic services, technology and financial services. For more information, visit Anders at www.anderspa.com .