Accounting & Auditing
As experienced professionals, we understand that handling accounting services accurately and efficiently is crucial to taking care of your financial health and achieving your long-term goals.
- Bookkeeping
- Payroll
- Quickbooks Pro Advisory Services
- Financial Statement Preparation
- Compilations
- Reviews
- Agreed Upon Procedures
- 401(k) Audits
- Non-Profit Audits
- For Profit Audits
Taxes
We proactively identify opportunities, develop personalized strategies, and stay informed about changes in tax legislation to optimize your tax position.
- Individual Tax Planning & Preparation
- Business Tax Planning & Preparation
- Payroll Tax Compliance
- Merger and Aquisition Consulting
- Business Valuation
- Estate and Trust Taxes
- Business Consulting
Wealth Management
We offer objective financial assessment, tailored recommendations, continuous portfolio monitoring, and dedicated support to help you navigate the complexities of wealth management
- Investment Planning
- Retirement
- Education
- Estate and Trust Planning
- Insurance
- Tax-Sensitive
What We Do
Empowering Your Financial Success
At McCrate, DeLaet & Company and McCrate Wealth Management, we pride ourselves on offering a unique combination of tax planning experience and tax-sensitive investment management services. This integrated approach allows us to provide comprehensive solutions tailored to meet your specific financial needs. It also emphasizes that all aspects of your financial health are managed with the utmost care and precision, providing you with a clear path toward achieving your financial goals.
Serving Our Community for Over 75 Years
McCrate, DeLaet & Company, originally founded as Beckman, Hilt & Co. in 1947 by Mark Beckman and Otto Hilt, evolved significantly with the addition of Charles McCrate in 1953 and John DeLaet in the 1960s, adopting its current name following Otto Hilt's passing in 1966. The firm has expanded its services while upholding the high standards and values set by its founders. With the addition of McCrate Wealth Management, LLC, we offer comprehensive financial services, prioritizing strong relationships and personalized strategies. Our team of CPAs, accountants, and financial advisors collaborates to deliver tailored solutions, driven by integrity, professionalism, and exceptional service, with a dedication to our clients and community at the core of our operations.
