Our story began in 2004 in the most humble of settings—Ann’s basement. With a vision rooted in trust, personal connection, and professional excellence, we’ve grown steadily over the years. In 2011, we moved into our first office space within a shared building, marking a significant milestone. A decade later, in 2021, we celebrated another major achievement: opening the doors to our very own building—a true reflection of how far we've come.
Our growth hasn’t just been in square footage. We’ve steadily built a loyal and expanding client base and, more importantly, a reputation for integrity and results. In 2023, we were honored to be named a finalist for City View’s “Best Local Place for Tax Preparation,” and in both 2024 and 2025, we proudly took home the award.
What sets us apart is our commitment to building genuine relationships with our clients. We don’t believe in one-size-fits-all solutions—every client’s situation is unique, and so are the strategies we tailor for their success. We’re not just tax experts; we’re business partners who’ve walked the path of starting, growing, and sustaining a successful business—and we’re here to help you do the same.
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More than just Numbers: Build a relationship, build your business
Award Winning Tax Preparation & Planning
We make taxes easy. With both in-person and drop-off prep services, plus personalized tax planning sessions, we help you stay ahead stress-free. Build a lasting relationship with a team that’s here for you year-round, not just at tax time. Let’s set you up for success.
Sponsored by
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Since our start in 2004, we’ve dedicated ourselves to providing expert accounting, payroll, and tax services that help local businesses and community members thrive every step of the way. We focus on building relationships with clients that last and working with you to find a solution that fits your unique situation.
As we have continued to grow, we haven’t lost sight of our main goal: to empower our community’s financial success as a trusted partner who is committed to the integrity and satisfaction of our client. Whether you’re just getting ready to start your first LLC or you’ve been running your business for years, it doesn’t matter to us. We’re here to handle your financial operations so you can focus on what matters most to you.
Now, let’s introduce you to the talented team members who make all this possible. Each one brings a wealth of knowledge, expertise, and dedication to ensuring your financial success.
At Ann Hartz, CPA & Associates, we strongly believe that every small business deserves the chance to grow and prosper.
Liens, garnishments, and asset seizure – the IRS has a lot of influence over you, and it is intimidating. From unfiled returns to payroll tax issues, we’ve seen it all. Call us when the notice arrives. We’ll step in, deal with the IRS, and help you breathe easier. Trusted help starts here.
Tax Problem Resolution
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We strive to help small businesses thrive with expert payroll, accounting, and bookkeeping services – plus strategic coaching to fuel growth. Save time, stay compliant, and gain financial clarity with personalized support designed to simplify operations and boost success. Let the experts handle the numbers while you grow.
Small Business Services
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Adam started working for Ann in January of 2022. He graduated from Buena Vista University in 2016 with a double major in Accounting and Sports Management. He obtained his CPA license in 2018. Adam previously worked for a property management company in accounting as well as another small public accounting firm. In his free time be enjoys watching baseball, movies, and playing golf.
Adam Berstorf, CPA
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Fay graduated from Chongqing University in 2004 with a Masters Degree in Accounting and Audit Major. She previously worked as an Assistant Professor at Southwest University of Political Science & Law as well as she was a visiting scholar in Drake University. She obtained her EA certificate in 2023 and she has 7 years experience as a tax preparer. In Fay’s free time she enjoys traveling and cooking.
Fay Fei, EA CTRS
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Meet the Tax Professionals
Fred started working for Ann in January of 2021. Fred graduated from United States Military Academy with a Bachelors of Science in Mechanical Engineering in 1987. He also studied at Iowa State University to obtain a Masters in Accounting. Fred served our military from 1981-2015. In his free time he enjoys doing home renovations, running, and going to the gym.
Fred Jessen
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Meet the Payroll & Bookkeepers
Ann started this company in 2004 out of her basement at her house. She worked in multiple different industries within the accounting field over her life time from working at large CPA firms, to working for hospitals in the accounting department, to auditing. Ann found her passion in tax preparation and helping small businesses with understanding their accounting. In her free time she enjoys bike riding, water skiing, and playing bingo.
Ann Hartz, CPA, CRTS
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Georgeann started working for Ann in 2015. She started off as a receptionist/bookkeeper. Georgeann has had 16 years in office administration experience and 12 years in accounting, bookkeeping, and payroll experience. Her experience is in a variety of industries from a rental property companies, to a call center for breathalyzers, to working for banks. In her free time she enjoys binge watching tv shows and reading.
Georgeann Sideris
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Lisa worked for Ann from 2017 to 2019 as a receptionist/administrative assistant. Lisa came back to work for Ann in 2022 as the Office Manager. She has 18 years of payroll experience and 30 years of office administration work. Her experience ranges from working for construction companies to other accounting firms. In her free time she loves being a grandma, party planning, and haunted housing out of her garage.
Lisa Conard
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Meet the Management
Daniella started working for Ann in December of 2024. She graduated from Western Illinois University with a Bachelor of Science in Mathematics in 2016. Daniella has previously worked in management roles as well as a previous accounting firm. In her free time she enjoys spending time with her two kids.
Daniella Bresler
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Bryan started working for Ann in February of 2021. He graduated from Drake University with a Bachelor of Science in Accounting in 2020. Bryan previously worked in a variety of industries from food management, to hospitality, to another accounting firm. In his free time he enjoys playing pickleball with his friends.
Bryan Ronquillo
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Becki started working for Ann in June of 2023. She graduated from the University of Northern Iowa with a Bachelor in Accounting in 2021. Becki previously worked in customer services positions as well as another CPA firm. In her free time she enjoys spending time with her husband and two children as well as crocheting.
Becki Gormally
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Our commitment goes beyond one-time transactions. We’re invested in building long-term partnerships with our clients, supporting them through every stage of growth. Whether you're just starting out or expanding operations, our services evolve with your needs.
From payroll and bookkeeping to full-service accounting, we understand the pain points that often overwhelm small business owners. Our team is here to simplify the process, provide clarity, and help your business not just survive—but thrive. We believe in proactive support, offering insights and strategies year-round, not just when deadlines loom.
We’ve walked the path of building a business ourselves, and we use that experience to guide our clients with empathy and expertise. If you're ready to take the stress out of your business finances and get back to what you do best, we’d love to help.
Call us today to schedule your free business consultation—or simply fill out the short survey below, and a member of our team will be in touch. Let’s talk about how we can support your success—now and for years to come.
We’re not just here for a tax season—we’re here for the life of your business.
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