In December, Bradford Tax and Accounting merged with Garner, Iowa based, Carol’s Tax & Accounting. The Garner business will retain the Bradford Tax and Accounting name and will offer another location for tax preparation and accounting services. Serving the Garner community for decades, Carol’s Tax & Accounting owner, Carol Omans passed away on November 4, 2016. In keeping with his late mother’s wish, son, Jeff Omans merged the firm to continue her legacy.

“It was her wish  to merge with a firm that held similar values and was dedicated to servicing the entrusted clientele and businesses she cared deeply about,” said Jeff Omans in a statement in late November. “When she learned of Bradford Tax & Accounting Network, it was obvious that the match up of the two businesses was the perfect merger.”

The Garner office will remain in the same location at 635 West 3rd St. and maintain the same phone number 641-923-2262.

Owned by James W. Tausz, CFP®, Bradford Group’s companies include Bradford Tax & Accounting Network and Bradford Financial Center, one of the largest “independent” financial planners in the Midwest, in business for nearly 47 years. Carol was looking forward to working with a company whose solid foundation her clients could trust and depend on in the future. She felt she had found that in the stability of Bradford Group and Bradford Tax & Accounting Network.

Upon Carol’s recommendation, Dorothy Blakesley has accepted the position of Office Manager for the Garner office. Since 1979, Dorothy served as legal administrative assistant, tax preparer, bookkeeper, and office manager for the Riehm & Hovda Law Offices, now known as Ted Hovda Law Office. Bradford is very excited to welcome someone with Dorothy’s background, experience, and credentials to the Bradford Team!

Bradford will be providing a great deal of backup for Dorothy. Her office location will be upgraded with a new improved tax system, including software and computer equipment. Additionally, she will be supported by a team of accountants/tax specialists from the area as needed. Dorothy’s office will remain open year round to handle client needs as they arise.

Bradford Tax & Accounting Network is enthusiastically looking forward to carrying on Carol’s legacy. They will endeavor to be a positive addition to the community and will be working hard to be the best of the best for every existing and new client that walks through the door!

 

Neither United Planners nor its financial professionals render legal or tax advice. Tax services offered through Bradford Tax & Accounting Network. Bradford Financial Center and Bradford Tax & Accounting Network are not affiliated with United Planners.

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