Our Team
Meet Our Financial Experts at TDT CPAs and Advisors
Jerry Kirkpatrick
Partner
Centerville, IA
Jerry serves as a Partner for the firm and has 40 years of experience in the public accounting profession.
Jerry has a passion for providing businesses and individuals with expert-level service to help them understand the path to their financial goals through tax planning and consulting.
Outside of the office, Jerry enjoys relaxing with a round of golf, various outdoor activities, and spending time and traveling with his wife and family.
- Tax Services
- Agricultural Taxation and Planning
- Family Business Tax and Planning
- Advisory Services
- Family Business Consulting
- Estate Planning
- Financial Planning
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs – Tax Division
- Iowa Society of CPAs
- Bachelor of Business Administration in Accounting, University of Iowa, 1981
- Registered Financial Services Representative
- Board Member of Appanoose Industrial Corporation
- Board Member of Appanoose County United Way
- Indian Hills Community College Board of Trustees
- Board Member of Mercy Medical Center
- Member of Centerville Rotary Club
Todd Weber
Chief Financial Officer
Centerville, IA
Todd is the firm’s Chief Financial Officer. He has 32 years of diverse experience as Chief Financial Officer, Treasurer, Certified Public Accountant/Certified Financial Planner, and Accountant/Auditor including extensive knowledge overseeing the financial operations of an organization. In his role, Todd is responsible for managing the overall accounting and financial operations of the firm.
Outside of work, Todd enjoys spending time with his wife and five children. In his spare time, he likes woodworking and outdoor activities.
- Associate of Arts Degree, Indian Hills Community College – 1987
- Bachelor of Science Degree in Accounting, Truman State University – 1989
- Certified Public Accountant (CPA) in the state of Iowa
- Certified Financial Planner™ (CFP®)
- Iowa Society of Certified Public Accountants
- American Institute of CPAs
Tom Holtkamp
Partner
Mt. Pleasant, IA
Tom is a Tax Partner at TDT. With more than 32 years of experience in the public accounting industry, Tom specializes in developing long-term goals to establish financial security through tax strategies for businesses and individuals.
When he’s not developing long-term goals for clients, Tom enjoys spending his free time with his family and friends and attending Iowa Hawkeye sporting events.
- Advisory Services
- Tax Services
- Planning and Preparation
- Experience working with small businesses
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Bachelor of Arts in Accounting, Northeast Missouri State University, 1988
- Member of Kiwanis Club of Mt. Pleasant
- Trustee and President of the Finance Council of St. Alphonsus Church
- Member of Knights of Columbus
- Member of the Henry County Health Center Foundation
Brian Isom
Tax Partner
Burlington, IA
Brian is a Tax Partner with over 35 years of experience in diverse tax, financial, and business consulting services. He also serves as a member of TDT’s Tax Policy Committee and Strategic Management Team.
When he isn’t helping clients with tax planning or strategic business consulting, Brian enjoys spending time with his grandchildren and playing music as a member of All Things New, a local Christian music ministry group.
- Advisory Services
- Retirement and Estate Planning
- Strategic Business Planning
- Education and Guidance for Business Owners
- Succession and Transition Planning
- Internal Controls Consulting
- IRS Representation
- Tax Services
- Comprehensive Tax Planning and Preparation
- Extensive experience in taxation for:
- Individuals
- Corporations
- Partnerships
- Limited Liability Companies
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Bachelor of Arts degree in Accounting, University of Northern Iowa, 1987
- Level 5 Certified Advisor
- Volunteer with Burlington/West Burlington Area United Way
- Member of Lions International
- Member of Burlington Kiwanis Club
- Volunteer with Boy Scouts of America
- Treasurer and Board Member for the Mediapolis Education Foundation
Jodi Kerr
Tax Partner
Fairfield, IA
Jodi is a Tax Partner with 34 years of experience in the public accounting profession.
Jodi works closely with her clients to build long-lasting relationships and provides expertise in tax compliance and consulting services to small businesses and their owners. She also has a passion for being involved in her community, serving on the board of multiple organizations throughout her career.
When Jodi isn’t serving clients, she enjoys spending time with close friends, attending flea markets, riding along on her husband’s motorcycle and taking vacations to somewhere she hasn’t visited before.
- Advisory Services
- Consulting for Small Businesses
- Tax Services
- Compliance for Small Businesses and Individuals
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Previous President and Treasurer of the Southeast Chapter of the Iowa Society of Certified Public Accountants (ISCPA)
- Previous Member of the ISCPA Family and Workplace Issues Committee
- Bachelor of Arts in Accounting, University of Northern Iowa, 1988
- Fairfield Area Chamber of Commerce Citizen of the Year, 2013
- Treasurer of Birmingham United Methodist Church
- Treasurer Jefferson County Health Center Foundation
Previous Invovlement
- Director - First National Bank of Fairfield (2006 until merger with MidWestOne Bank in June 2022)
- President of Fairfield Area Chamber of Commerce
- President of the Education Foundation of Fairfield Public Schools
- President and Secretary of the Fairfield Rotary Club
- President and Treasurer of the Fairfield Economic Development Association
- Member of Indian Hills Regional Entrepreneurship Center Advisory Committee
Amanda Lane
Partner
Wealth Management Lead
Cedar Rapids, IA
Amanda is a Partner with 15 years of experience in the public accounting profession.
When she’s not helping clients with their accounting needs, Amanda loves spending time with her husband, Jamie, and two sons. In her free time, she enjoys photography, fishing, and has started learning how to quilt.
- Outsourced CFO and controller services for large privately held businesses and nonprofit organizations
- Tax Services
- Multi-generational family owned businesses and their owners
- Large privately held businesses with multiple entities
- Manufacturing and service industries
- Multi-state tax preparation and review
- Financial statement preparation including those for consolidated entities
- QuickBooks desktop and online consulting
- Nonprofit tax preparation and consulting
- Financial planning and consulting
- Certified Public Accountant (CPA) in the State of Iowa
- American Institute of CPAs (AICPA)
- Iowa Society of CPAs (ISCPA)
- AICPA Not-For-Profit Certificate II Recipient
- FINRA Series 65 - Uniform Investment Adviser Law Examination
- Investment Advisor Representative
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- Bachelor of Business Administration, Summa Cum Laude Graduate, Mount Mercy University, 2008
- Level 5 Certified Advisor
- Upstream Academy Emerging Leaders Academy Graduate, 2019
- “Rising Star Award” from the ISCPA, 2016
- Junior League of Cedar Rapids, Outstanding Member Award, 2016
- Junior League of Cedar Rapids
- King of Kings Lutheran Church
- Isaac Newton Christian Academy
Mark Lechtenberg
Tax Partner
Centerville, IA
Mark is a Tax Partner who has been with TDT since 1994, giving him 28 years of experience in the public accounting profession.
Mark enjoys continuously building and strengthening his relationship with clients and has extensive expertise in consulting small businesses through complex financial issues.
When Mark isn’t developing relationships and serving clients through tax and business valuation engagements, he enjoys exercising and spending time with his family.
- Advisory Services
- Business Valuations
- Small Business Consulting
- Retirement and Estate Planning
- Tax Services
- Agricultural Taxation and Planning
- Corporate and Individual Taxation
- IRS Representation
- Certified Public Accountant (CPA) in the state of Iowa
- Accredited in Business Valuation (ABV) by AICPA’s Forensic and Valuation Services
- American Institute of CPAs – Forensic and Valuation Services Section
- Iowa Society of CPAs
- Bachelor of Arts in Accounting, University of Northern Iowa, 1994
- Upstream Academy Emerging Leaders Academy Graduate
- Level 5 Certified Advisor
- Treasurer of Centerville Schools Foundation
- Member of Appanoose County Foundation
- Member of St. Mary’s Foundation
Dennis Taylor
Forensic & Valuation Director
Cedar Rapids, IA
Denny is the Forensic & Valuation Services Director who brings 34 years of forensic and valuation knowledge and experience to the firm. He served as a Partner for the firm prior to his partial retirement.
Denny is recognized within the profession for his extensive expertise as he guides businesses and individuals through complex financial issues.
Raised on a crop and livestock farm in Eastern Iowa, Denny now resides in Muscatine. In his spare time, Denny enjoys playing piano, singing, and golfing. He and his wife, Cindy, thoroughly enjoy spending time with their two grown children (twins), their spouses, and four grandchildren. Cindy and Denny also enjoy traveling with friends, especially to the ocean, and going river cruising.
Check out Denny’s curriculum vitae here.
Master of Business Administration, concentration in Finance, University of Iowa, 1986
- Advisory Services
- Business Valuations
- Financial Forensics
- Management Consultation Services
- Fraud Examination Services
- Expert Witness - Forensic Accounting Services
- Tax Services
- Advanced Corporate and Individual Taxation
- Certified Public Accountant (CPA) licensed to practice in Iowa and Illinois
- Accredited in Business Valuation (ABV) by AICPA’s Forensic and Valuation Services
- Certified in Financial Forensics (CFF) by AICPA’s Forensic and Valuation Services
- Iowa Society of Certified Public Accountants
- Illinois CPA Society
- American Institute of Certified Public Accountants
- Association of Certified Fraud Examiners
- Bachelor of Science in Accounting, Iowa State University, 1972
- Master of Business Administration, with a concentration in Finance, University of Iowa, 1986
Darcee Ayers
Tax Manager
Oskaloosa, IA
Darcee is a Tax Manager with 31 years of experience in many levels of taxation including corporate structures, trust applications, estate procedures, non-profit opportunities, and individual returns.
When Darcee isn’t serving clients, she enjoys redecorating some corner of her house, camping, exercising, playing cards and spending time with grandchildren.
- Advisory Services
- Trust and Estate planning
- Non-profit operations
- Tax Services
- Compliance for small businesses and individuals
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Previous Member of the ISCPA Financial Literacy committee
- Member of Knoxville Chamber of Commerce
Previous Involvement
- Member of Oskaloosa Main Street Organizational Committee
- Treasurer of Good Shepherd Lutheran Church
- Multiple Committees of Good Shepherd Lutheran Church
- Member of Knoxville Economic Development Committee
Jill Brumbaugh
Tax Manager
Oskaloosa, IA
Jill is a Tax Manager with 26 years of experience with TDT in many areas from Administration and Human Resources to Tax Preparation and Business Consulting with an expertise in Agriculture.
When Jill isn’t serving clients, she enjoys spending time with her husband on their farm raising cattle, gardening and trail riding.
- Bachelor of Arts in Accounting and Business Management, Central College, 1991
- MBA, University of Iowa, 2009
- Agricultural Services
- Tax Planning and preparation for both Individuals and Agriculture entities
- Advisory Services
- Consulting for individuals and small businesses
- Tax Services
- Compliance for small businesses and individuals
- Training
- Internal and External training on various tax topics
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Previous PHR (Professional in Human Resources)
- Tax School Speaker for Iowa State University’s Center for Agricultural Law and Taxation on Agricultural and Depreciation issues
- Speaker at Cornbelt Cow-Calf Conference
- Speaker at Iowa Women, Land & Legacy Iowa Women Landowner’s Conference
- Bachelor of Arts in Accounting and Business Management, Central College, 1991
- MBA, University of Iowa, 2009
- Treasurer and Board Member of The Golden Goose Club
- Board Member Jasper County Farm Bureau
- Member of Monroe United Methodist Church Finance Committee
Previous Involvement
- President of the Oskaloosa Rotary Club
Laura Schanilec
Tax Manager
Remote - Wahpeton, ND
Laura is a Tax Manager with more than 12 years of experience in public accounting. At TDT, she strives to provide clients with clear communication and expertise in tax compliance.
When Laura isn’t serving clients, she enjoys spending time with her husband and three young kids. She also loves to read and tries to find time for new creative outlets - paint by number and cross stitch being her current favorites.
- Bachelor of Accountancy, University of North Dakota, 2010
- Tax Services
- Compliance for small businesses and individuals
- Certified Public Accountant (CPA) in the state of Iowa
- Iowa Society of CPAs
- Magna cum laude graduate
- Immanuel Lutheran Church, Wahpeton ND
Jaime Ackles
Tax Partner
Jaime is a Tax Partner with more than 14 years of experience in public accounting in addition to three years of experience as Chief Financial Officer in the manufacturing industry. She also serves as a member of TDT’s Leadership Team and Tax Policy Committee.
When Jaime isn’t serving clients, she “enjoys” working with her husband to finish building their new home. She also enjoys spending time with her family and friends, boating, going on jeep cruises, puzzles, and reading.
- Bachelor of Arts in Accounting, Iowa Wesleyan University, 2003
- Advisory Services
- Consulting for Small Businesses
- IRS Representation
- General Tax Services
- Corporate and Individual Tax Planning and Preparation
- Industry Specific Services
- Agriculture
- Construction
- Manufacturing
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Bachelor of Arts in Accounting, Summa Cum Laude Graduate, Iowa Wesleyan University, 2003
- Volunteer with Midwest Old Threshers
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to TDT CPAs and Advisors.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
*Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Avantax entities are independent of and unrelated to TDT CPAs and Advisors.
Avantax Planning Partners℠, a Registered Investment Advisor.
