Serving Clients in Van Meter and ONLINE since 2018
TAX
ACCOUNTING
Practical tax planning and preparation for families and small businesses, available in office or fully online.
ACCOUNTING
ACCOUNTING
Financial statement, payroll, tax, and internal control consulting for small businesses & non profits
ADVISORY
ADVISORY
Independent, non-custodian, fiduciary financial advisor with an hourly-only fee structure
peace of mind included with all tax returns
Tax Protection Plus
$1M in Tax Audit Defense, Guaranteed Return Accuracy, and Identity Theft Restoration from the industry's leading tax audit defense company are included on all tax returns at no additional cost.
About Luke
I grew up in small town Minnesota and was a college track athlete (artillery division). I actually hated accounting as an undergrad and changed majors to avoid a second class. I eventually came around. I've been an Iowa resident since 2008 and a Van Meter resident since 2018. I'm married to Tona with four great kids, two spoiled dogs, and an indifferent cat. I enjoy chasing my kids' activities, grilling & bbq, morning workouts, time on the lake, and a good rye or IPA.
My credentials and education include:
- Certified Public Accountant (CPA)
- Certified Management (Cost) Accountant (CMA)
- Registered Investment Adviser (Series 65)
- MBA in Finance, University of Iowa
- Bachelor's & Masters in Accounting, Auburn University
- Masters in Finance & Economics, West Texas A&M