The expertise of all of the members of our firm will be called upon as necessary to address the needs of our clients. We are constantly working to stay abreast of all tax law changes and the changing needs of our clients. We have a complete tax research library and our office is fully computerized and networked. Our services have expanded to provide our clients with a broader scope when looking at their financial picture. Many of our clients have asked us to offer such services as financial, estate, charitable, education, and retirement planning.  With the creation of McCrate, DeLaet Financial Advisors, LLC*, we are now able to offer a complete line of financial services to meet our clients’ individual needs, through a relationship with 1st Global Capital Corp., member FINRA, SIPC.  Investment Advisor McCrate, DeLaet Financial Advisors are not affiliated with 1st Global Capital Corp. Beyond the traditional relationship of providing audits, compilations, tax, and payroll services, a full line of financial products are offered, including: ·         Asset Management ·         Brokerage Services ·         Mutual Funds ·         Insurance Products Of all your outside advisors, your CPA traditionally has greater insight into your finances. If would seem logical then, that the one best suited in assisting you, would be your CPA. Investment transactions can have severe tax consequences; too often these consequences are not realized until it is too late. Because the accounting industry is becoming more sophisticated due to changes in the tax code, it is no longer adequate for your CPA to just prepare returns. Today’s CPA is expected to be knowledgeable in both the accounting and financial services industries. With over 60 years of service to Shelby and the surrounding counties, McCrate, DeLaet & Co. looks forward to the future in providing solutions to our client’s financial questions. Member: American Institute of CPAs, Ohio Society of CPAs, Sidney-Shelby Chamber of Commerce, Better Business Bureau of the Miami Valley. *Securities offered through 1st Global Capital Corp., Member FINRA/SIPC, http://www.finra.org/index.htm Investment Advisor McCrate, DeLaet Financial Advisors are not affiliated with 1st Global Capital Corp. We have advisors licensed to offer securities in the states of Ohio and Florida. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through McCrate, DeLaet Financial Advisors, LLC. McCrate, DeLaet Financial Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities.