Tax & Accounting

Get to know the people who know tax and accountingAccounting Staff

Personable and professional. Flexible and solid. Stable and growing. The Tax and Accounting department at DeWitt Bank and Trust is all of thesethings 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

Tina Lively - Accounting Manager Jodi Olson - Accounting Manager Greg Casel - Accounting Manager Mike Dunn - Staff Accountant
Tina Lively, EA
Sr. Accounting Manager
Jodi Olson, CPA
Accounting Manager
Gregory Casel, CPA
Accounting Manager
Mike Dunn, CPA
Accounting Manager
Kathy Rollings - Senior Accounting Manager Julie Olson Bridget Maher - Staff Accountant Laura Kauffman - Staff Accountant
Kathy Rollings, CPA, CFTA
Sr. Accounting Manager
Julie Olson, CPA
Accounting Manager
Bridget Maher
Accounting Manager
Laura Kauffman
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