John Baker, CPA
Announcement and Transition
Dear Clients, Colleagues, and Friends,
We’re here to announce that on December 31st, 2023, our esteemed colleague, John Baker, CPA, is retiring. After an illustrious career spanning 35 years, John has decided to embark on a well-deserved journey of relaxation, reflection, and new adventures.
John now passes the baton of experience and wisdom to his incoming successor.
We are excited to announce the seamless transition of John’s practice to Dieter Drews, JD of Prism Tax and Accounting Services, LLC. Dieter is the firm’s Founder and comes to us with a Juris Doctor in Federal Taxation and has extensive experience in accounting and investment management. He is also the Founder and CEO of Prism Capital Management, LLC where he manages investments for individuals, businesses (401k), non-profits, trusts, and estates.
We also welcome Dona Shimer, CPA, MAcct as an integral part of the tax and accounting team. Dona has over 25 years of tax accounting experience serving individuals, businesses of all types, trusts, and estates. Her seasoned experience and skills ensure a harmonious continuum of service for bookkeeping, payroll, tax preparation, and tax planning.
Kathy Crofoot will continue to oversee the operations as usual.
The office location and phone numbers remain the same.
We are grateful for your continued trust and look forward to serving you with the same excellence and dedication that has been our hallmark.
We look forward to working with you in 2024!
John, Dieter, Dona, and Kathy
Our professional services include:
- Tax Management Services
- Reviews and Compilations
- Financial and Retirement Planning
- IRS Representation
- Payroll Services
- Financial Projections and Forecasts
- Accounting Services
- Estate and Trust Planning and Tax Preparation
- QuickBooks Accounting Help and Assistance
- Entity Selection and Restructuring
- Computer Consulting
- Cash Flow and Budgeting Analysis
- International Taxation
- and much more…
About Prism Tax and Accounting, LLC.
At our firm, we have the client and only the client in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We understand the challenges business owners and individuals face today. Our commitment is to utilize all of our resources to help you pursue your goals.
Navigate tax and bookkeeping challenges with confidence. Prism Tax an Accounting Services LLC anticipates pitfalls, leveraging over 30+ years of experience to help you achieve your financial goals.
We are a family-oriented team of professionals who feel strongly about philanthropy and giving back because a thriving community benefits all of us, wherever we may be on our path of life. Let us help you on your path to a successful financial future today.
Meet Our Team of Financial Experts
We bring over 30+ years of practical experience to our clients. We provide professional tax strategy, planning, and filing services, as well as accounting, bookkeeping, and payroll services.
We are able to offer integrated investment services through our sister company Prism Capital Management LLC, an independent fiduciary. Integrating your investment services with tax planning can streamline your tax preparation and reduce your tax liability.
Both companies work only in your best interests, and avoid conflicts of interest at all times.