Tax & Accounting

Get to know the people who know tax and accounting

Personable and professional. Flexible and solid. Stable and growing. The Tax and Accounting department at DeWitt Bank and Trust is all of these things and more. They know each client is unique, but they all need the same thing; dependable people to help manage their tax matters.

Tax Services

The tax professionals at DB&T work closely with you to identify and evaluate tax-planning opportunities and assist in minimizing your income tax burden. Let DB&T’s experience, quick response and technical skills help manage all of your tax matters and questions.

Individual Tax Planning & Consulting

The Tax Professionals at DeWitt Bank and Trust want to understand your goals and objectives to better help you minimize personal tax exposure and provide solid guidance and planning services. Our services include:

• Annual tax liability projection and planning
• Family estate and gift planning
• Charitable giving
• Personal financial planning
• Retirement planning
• Tax matter dispute representation
• Tax returns / compliance

Business Services

• Payroll Preparation
• Compilation Services
• Quickbooks® Setup and Support - Certified Quickbooks Advisors on Staff
• Business Startup, Acquisition or Liquidation Advice
• Client Prepared Bookkeeping Assistance and Review
• Tax Planning and Consultation
• Retirement Planning
• College Fund Planning
• Estate and Gift Tax Planning
• Tax Return Preparation
• Electronic Filing
• Research of Tax Related Issues
• Drop Off Service or By Appointment
• W-2 and 1099 Preparation

Our Tax & Accounting Team

Kathy Rollings CPA, CFTA Sr. Accounting Manager	Tim Gradert LPA, EA Sr. Accounting Manager	Gregory Casel CPA Accounting Manager	Jodi Olson CPA Accounting Manager
Tina Lively EA Accounting Manager	Julie Olson CPA Accounting Manager	Bridget Henningsen Staff Accountant
Contact 563-659-5175 563-659-2331(fax)	Hours Jan 2- April 15th M-F 8-5:30 Sat 8-12	Hours April 16th-Dec 31 M-Th 8-4 F 8-12 closed Sat