Sumner, Carter, Hardy & Schwichtenberg, PC
1604 Cross Street
Saint Joseph, MO, 64506
info@cpastjoe.com
Phone: (816)279-7450
Fax: 816-279-1411
Craig Sumner, President
Licenses: CPA
Specialties: Income Tax Planning & Preparation, Selection of Business Entity, Estate & Gift Tax
Notes: Practicing as a CPA in Missouri since March, 1974. Prior to that time he practiced as a CPA in Iowa since August, 1972.
Email: csumner@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Allan Carter, Vice President
Licenses: CPA, Investment Consultant
Specialties: Investment Advisory Services, Portfolio Analysis & Management, Construction Accounting
Notes: Practicing as a CPA in Missouri since February, 1978. Prior to that practiced as a CPA in Kansas since April, 1976. He became an investment consultant in April, 1998.
Email: acarter@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Truman Hardy, Secretary
Licenses: CPA, Certified Valuation Analyst
Specialties: Business Valuations, Damage Calculations, Estate Planning, Construction Accounting
Notes: Practicing as a CPA in Missouri since January, 1980. Prior to that time he served as Lt. Col. in the U.S. Air Force.
Email: thardy@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Charles Schwichtenberg, Treasurer
Licenses: CPA
Specialties: Income Tax Planning, Business Forecasting, Projections & Budgeting, Accounting Services
Notes: Practicing as a CPA in Missouri since September, 2001.
Email: chs@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Tammy Peper-Rowland, Firm Administrator
Specialties: Firm Administration, Systems and Procedures, Internal Control Documentation, Professional Time Accounting.
Email: trowland@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Susan Rich, Senior Accountant
Licenses: CPA, Certified Senior Advisor
Specialties: QuickBooks Pro-Advisor, Eldercare Services, Farm Tax, Small Business Setup, Financial Statement Preparation
Notes: Practicing as a CPA in Missouri since April, 1990.
Email: srich@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Gerald Williams, Senior Accountant
Licenses: CPA
Specialties: Federal & State Controversy Representative, Offers In Compromise, Business Valuations
Notes: Practicing as a CPA in Missouri since March, 1994. Prior to that time he was employed as an Internal Revenue Agent.
Email: jwilliams@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Michelle Reynolds, Staff Accountant
Licenses: CPA
Specialties: QuickBooks consultant, Small Business and Individual Income Tax Preparation, Accounting Services
Notes: Practicing as a CPA in Missouri since November, 2004.
Email: mreynolds@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Karl Barron, Staff Accountant
Specialties: Corporate & Individual Tax Return Preparation, Auditing, Research, Financial Statement Preparation
Email: kbarron@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Jennifer Greub, Staff Accountant
Specialties: Certified Audits; Individual, Corporate and Fiduciary Income Tax Return Preparation, Bookkeeping Services, Research of Technical Tax Issues.
Email: jgreub@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Kelly Wilmes, Para Professional
Specialties: Outsourcing of Accounting Services, Remote Computer Communications, Payroll Preparation, Financial Statement Preparation, Tax Preparation.
Email: kwilmes@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Tina Protzman, Para Professional
Specialties: Payroll, QuickBooks Consultant, Tax Return Preparation, Data Entry
Email: tprotzman@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
Melinda Hill, Receptionist
Licenses: Notary
Email: mmoppin@cpastjoe.com
Phone: 816-279-7450
Fax: 816-279-1411
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