Carver Karolyn

Schnell Financial Group, LLC is a Legacy and Wealth Management firm based in Sedalia, MO, offering personalized financial advice, investment management, income tax planning, and estate planning services. With a focus on helping clients achieve their financial objectives, they integrate various aspects of wealth management, investment strategies, and retirement planning to ensure a secure financial future. With extensive experience in Legacy Planning, Schnell Financial Group works closely with clients to develop a comprehensive plan for managing and distributing their wealth, allowing them to enjoy the non-financial aspects of life while their money works for them.Generated from the website

About the founder-Bert Doerhoff CPA My accomplishments as an individual and a CPA and the recognition I have received are not so much a tribute to me but rather to what has been accomplished by the outstanding team I have been fortunate enough to assemble to deliver super service to discerning clients. Every business owner has a tendency to get bogged down in putting fires out and handling small tasks every day instead of focusing on where you want to go and how you will get there. Our team of experts doesn't stop with just providing bookkeeping, tax, payroll and wealth management services. We go that extra mile to keep you on track and offer advice to help you grow your business and personal wealth so your dreams can come true and you can make work optional. Bert Doerhoff Chosen for the first ever National Client Service Accounting firm of the Year Award presented by the National Association of Small Business Accountants. Hold memberships in the American Institute of CPAs, Missouri Society of CPAs, National Association of Tax Practitioners, and Missouri Association of Tax Practitioners. Former Chairman of Missouri Division of Employment Security Job Service Employer Committee for the Jefferson City area. Appointed to the Independent Management Review Team investigating the Office of the Missouri Secretary of State in 1994. Past President of State Board of Directors for Missouri Association of Rural Education. Appointed by Mid Continent Research and Education Laboratory in Denver, CO to seven state Rural Education Symposium Committee. Speaker at national and state level conferences on various business management topics. Prior to starting my own firm back in 1978 I formerly worked for one of the international CPA firms, Peat, Marwick, Mitchell & Co ( currently known as KPMG ).

Bates Accounting, Inc. has over 50 years of combined experience serving the Jefferson City and surrounding areas. We are a locally owned and operated firm, devoted to providing quality tax services to local residents.