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James V. Gage, CPA (Managing Partner)
Available at Algona and Bancroft offices
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30+ years as a tax professional |
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Worked for IRS as an auditor and revenue agent for 7 years
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25+ years experience in public accounting |
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Opened Bancroft office in 1981 and Algona in 1982 |
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Specializes in farming and other individual, corporate,
and partnership tax planning and preparation |
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Involved in church and community activities |
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Member of Iowa Society of CPAs |
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Member of Minnesota Society of CPAs |
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Member of American Institute of CPAs |
Julie R. Jensen, CPA -
Bancroft office
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15+ years experience in public accounting |
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Joined firm in September of 1992 |
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Specializes in farming and other individual, corporate,
and partnership tax planning and preparation |
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In charge of accounting department at Bancroft office |
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Involved in church and community activities |
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Member of Iowa Society of CPAs |
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Member of Minnesota Society of CPAs |
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Member of American Institute of CPAs |
Gregory A. Penning, CPA
(Partner) - Algona office
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8+ years experience in public accounting |
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Joined firm in June of 2002 |
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In charge of accounting department at Algona office |
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Member of Iowa Society of CPAs
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Involved in church and community activities |
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Extensive knowledge in computers and software including
web sites |
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Member: QuickBooks Professional
AdvisorsSM Program:
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QuickBooks® Point of Sale Software
Version 4.0 through 7.0 |
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QuickBooks® Financial Software
Version 2003 through 2008 |
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Deb Doocy, EA - Bancroft
office
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Joined firm in July 1996 |
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Became an Enrolled Agent in March 2006 |
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Specializes in accounting, payroll services, and income
tax preparation |
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Involved in church and community activities |
Kathy Blocker - Bancroft
office
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Joined firm in October 2000 |
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Assisting with clients needs and questions |
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In charge of Bancroft appointments |
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In charge of company billing and receivables |
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Assists in preparation and assembly of tax returns |
Eileen Vaske - Bancroft
office
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Joined firm in December 2000 |
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Assisting with clients needs and questions |
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In charge of key-in of tax returns and e-file process |
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Assists in preparation and assembly of tax returns |
Joy Melvin - Algona office
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Joined firm in September 2001 |
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Assisting with clients needs and questions |
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In charge of Algona appointments |
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In charge of company billing and receivables |
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Assists in preparation and assembly of tax returns |
Nancy Howe - Algona office
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Joined firm in February 2006 |
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Assisting with clients needs and questions |
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Specializes in accounting and payroll services |
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