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Tax & Accounting Services

Services For You and Your Business

Taxes can be complicated. Whether you are worrying about your own income tax, or want to learn about what tax benefits are available to your business, the tax and accounting professionals at DeWitt Bank & Trust Co. are dedicated to providing you with the highest level of service.

Individual Tax Planning & Consulting

We treat each of our clients with a unique approach, which begins with you sitting down with a member of our team of tax professionals. We will discuss your goals and provide you with recommendations designed to effectively plan for your tax future and minimize your tax burden. These 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 return preparation
  • College funding planning

Business Tax Services

Whether it’s services for a small business owner or a larger company, we offer a variety of tax services. We can also offer a variety of services that can streamline efficiencies at your business. Our business tax services include:

  • Payroll tax 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

Contact Our Tax Team

If you’d like to learn more about the tax and accounting services we can provide, get started by completing the form below. We’ll be in touch with you soon.

**Please be aware that our email is not on a secure server and confidential information, such as account numbers, balances and personal identification should not be included in an email.

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  • Karen Icenogle, EA, CFIRS

    Karen Icenogle, EA, CFIRS

    Accounting Manager

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Greg Casel, CPA

    Greg Casel, CPA

    Accounting Manager

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Mike Dunn, CPA

    Mike Dunn, CPA

    Accounting Manager

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Tina Lively, EA

    Tina Lively, EA

    Senior Accounting Manager

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Betty Harksen

    Betty Harksen

    Receptionist

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Laura Kauffman

    Laura Kauffman

    Staff Accountant

    Division: Tax & Accounting

    Locations: DeWitt, Wilton

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Amanda Koch

    Amanda Koch

    Staff Accountant

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Bridget Maher

    Bridget Maher

    Accounting Manager

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
  • Diane Skinner

    Diane Skinner

    Staff Accountant

    Division: Tax & Accounting

    Location: DeWitt

    Phone: (563) 659-5175 (563) 659-5175

    Contact Me
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