Roth & Company, PC Tax Update Blog

Shareholders

  • Jay Anderson, CPA
    Jay is our tax Managing Partner, and he leads our executive financial services practice. He has extensive experience in tax issues of high net worth individuals, trusts, estates, financial planning and closely-held businesses.

  • Jerry Carlson, CPA
    Jerry is the firm's Accounting and Auditing Director. Except for a stint with a national firm in Boston, Jerry has spent his career in Des Moines serving commercial enterprises in various industries, including manufacturing, distribution and banking.

  • Wayne Floerchinger, CPA
    Wayne provides a range of client services to community banks, including tax planning and compliance and trust department examination services. He also has a diverse client base of retailers and wholesalers and manufacturers who rely on his prompt, efficient and personal service.

  • Joe Kristan, CPA
    Joe is the Roth & Company Tax Technical director. A respected tax technician, Joe's practice includes real estate, manufacturing companies, closely-held businesses, and foreign-owned U.S. operations. Joe works regularly with partnership taxation and corporate acquisitions and restructurings. Joe frequently teaches at tax schools and is an author of articles for technical and general publications. Joe also writes the Roth & Company tax weblog and e-mail newsletter.

  • Ross Smith, CPA
    Ross is a tax specialist with 20 years of public accounting experience. His practice is primarily in bank taxation, S corporations and closely-held C corporations. He regularly works with industry groups and state policymakers on developing tax legislation, particularly legislation involving financial institutions.

  • Tim Breitbach, CPA
    Tim's 25 years of public accounting experience, includes significant involvement in the banking industry and in mergers and acquisitions. Tim has also worked extensively with manufacturing and wholesale companies.

  • Greg Clausen, CPA
    Greg's extensive banking experience, includes loan review, compliance and internal audit services. A banking industry veteran who returned to public accounting, Greg specializes in providing auditing, loan review and acquisition services to community and regional banks.

  • Les Heimsoth, CPA
    Les is a leader in the Roth & Company community bank practice. He brings over 30 years of experience to a practice that includes bank acquisitions, holding company formations, regulatory consulting, examinations and audits of community banks in Iowa.

  • Doug Ross, CPA
    Doug brings a client's perspective to the practice of public accounting. After an initial 8-year stint with a national public accounting firm, Doug became the controller for a closely-held Central Iowa manufacturer with over 100 employees and distribution facilities in several states. With over 20 years of combined public and private experience, Doug understands Iowa manufacturers and wholesalers.

Email: roth@rothcpa.com  •  Phone: (515) 244-0266
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