Rick, as tax manager, joined the firm in 1972 after attending Drake University and Iowa State. He became a federally authorized tax practitioner in 1975 and has worked extensively in the taxpayer representation field since that time. He has served as president of the Accountants Association of Iowa 1992-93, Eldridge, IA Jaycees 1981-82 and North Scott Kiwanis 1991-92. National offices and appointments have consisted of the National Society of Accountants Iowa State Director and member of Federal Tax Committee from 1995 - present. In 1996, Rick was appointed to the Internal Revenue Service Advisory Committee and in 2001 received an appointment to the IRS Electronic Tax Administration Advisory Committe. Additionally, he currently serves as advisor to the federal tax policy board of the National Council on Taxpayer Advocacy and National Society of Tax Practitioners. In addition to his duties with Oelerich & Associates, he is a speaker for Gear Up, Inc., a company owned by Practitioner Publications Corporation .
Joining the firm in 1983 after graduation from Scott Community College, Lori handles individual income tax returns. For many years, Lori managed the firm's write-up work and worked as our client's independent comptroller, working closely with the client's bookkeeping and accounting personnel. Lori served as president of the Accountant's Association of Iowa president from 2003-04.
Dawn joined the firm in late 2009 as accounting manager. She has eighteen years of experience in both public accounting and private industry, including auditor at a ‘Big 4’ accounting firm and Controller/CFO of organizations from $25M to $500M, in various life cycle stages. Dawn has extensive experience in financial reporting and broad practical knowledge of accounting systems. She has implemented and improved both systems and processes to leverage technology as well as human resources to provide more robust and timely data to management.
Dawn attended King’s College in Wilkes-Barre, PA and has B.S. in International Business. She became a CPA in 1992 and is a member of both the American Institute of Certified Public Accountants and Iowa Society of Certified Public Accountants.
Susan is a graduate of Kaplan University, with 12 years of experience in both public and private accounting. She is responsible for payroll reporting and financial write up work. Susan sees that our clients' needs are met with a knowledgeable and prompt attention to detail, which is a critical function in our office.
Dorothy joined the firm in December 2007 with the merger of her practice with Oelerich & Associates. Since 1985, Dorothy owned and operated an accounting practice that served small businesses in Iowa and Illinois and individuals across the country. In 1989, she was appointed by the Governor of Iowa, Terry Branstad, to the Iowa Accountancy Examining Board and served in the capacity as a member of the board from 1989 - 1998. She served as a subject matter expert on the national panel of the Accreditation Council for Accountancy and Taxation (ACAT) advising the council on issues of accountancy exam content. She is a current member of the National Society of Accountants and is enrolled to practice before the Internal Revenue Service. Dorothy currently serves as the director of new business for the firm and tax preparation coordinator.
With over 35 years of experience, Earl founded Oelerich & Associates in the basement of his home in Eldridge IA. In 2001, he sold his practice in Eldridge and took a lesser role as a staff member with the successor owner of the firm he worked with for those years. We are proud to announce that he has joined our staff and brings his vast years of knowledge to help serve your needs.
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