At TDT, we develop partnerships with our clients that last. Our clients think of us not just as accountants, but as members of their financial team. We focus on helping our clients achieve their maximum potential. What does that mean for your business? TDT can help you solve complex business problems, identify and fully benefit from key opportunities, meet challenges, and improve your operations. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to TDT CPAs and Advisors. Please visit www.avantax.com/social_policy for more information.

Let us help you prepare for success! Whether you’re a big business or a small one, an individual with complicated affairs or relatively simple ones, you’ll receive the attention you need – when you need it. Welgaard is committed to helping you achieve your financial goals. For almost 40 years we've been helping individuals and businesses take much of the worry and stress out of their financial life. We are ready to assist you in: • Keeping your taxes as low as the law allows • Designing effective record keeping and accounting systems that help your business function efficiently and profitably • Helping you solve your business problems • Preserving your estate for your intended heirs through sound financial and estate planning Planning can bring your financial dreams to reality. Our strength lies in our ability to provide you with year-round planning for your tax, financial and business affairs. Build a relationship with a firm that has more qualified people and more professional services to help you prepare for success! Contact us today to schedule a no cost, no obligation meeting. 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 Welgaard CPAs and Advisors. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. please visit www.avantaxwealthmanagement.com/social_policy/ for more information.

The Lynch Law Group, founded in 2002, is a full-service law firm with offices located 20 minutes outside of Pittsburgh, in Cranberry Township and Southpointe. The Firm’s 24 attorneys represent companies, ranging from multinational corporations to family-owned businesses, as advisors and advocates in Pennsylvania and beyond. The Firm also assists families and individuals with sophisticated estate planning and administration services as well as divorce, support, custody, and other family-related legal services. The Lynch Law Group draws on the collective experience, innovation, and skill of its attorneys to offer creative, yet practical solutions in every matter. The result is a legal team that is uniquely prepared to assist each client in achieving their specific goals and objectives.

Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 70 years of experience. We are consistently ranked as a top ten accounting firm in the San Francisco Bay Area and a top 50 accounting firm in the nation and were recently noted as the largest accounting firm headquartered in Silicon Valley. With offices in Palo Alto, San Francisco, San Jose and St. Helena, California, and our independent membership in Baker Tilly International, we are a leading source for local and global, accounting and consulting services. Our team offers an integrated array of specialized services for individuals and businesses. Known for the exceptional caliber of our people, and as the trusted advisor to high net-worth individuals and families, start-up entrepreneurs, and some of the most innovative organizations in Silicon Valley and across the nation, Frank, Rimerman + Co. has been helping its clients realize their goals for three successive generations of insightful expertise and unparalleled quality of service. Frank, Rimerman Advisors LLC is a subsidiary of Frank, Rimerman + Co. LLP. Frank, Rimerman Information Security LLC is an affiliate of Frank, Rimerman + Co. LLP.

Tripp Timothy N is a company based out of 4090 WESTOWN PKY, West Des Moines, Iowa, United States.