In 1989 the investment advisory business was incorporated as the The Planner Professional Services and the tax and accounting business was incorporated as the Planners Tax and Accounting. David is a 1974 BGS graduate of the University of Iowa, and has been a member of the Financial Planning Association of America since 1984.
Jan has been with The Planners Group for 22 years, joining our team in April of 1997. She supports our entire team and clients as our Receptionist. She answers the incoming calls and greets clients as the come in.
Richard has a BA in accounting and has been in the tax and accounting business for over 35 years. The Planners Tax & Accounting, Inc. has been in existence since 1988, and Richard became an E.A. in September of 1990. [email protected]
Ann M. DuChene is the accounting specialist at The Planners Tax & Accounting Inc., and helps clients with all of their general business accounting needs.
We're open from 8:00 AM - 5:00 PM, Monday - Friday, with extended hours available during tax preparation season.
Jane E. Garrett is the payroll specialist at The Planners Tax & Accounting Inc. She provides assistance to businesses in need of general payroll services and information.