Our Firm

 

Obermeier & Associates, P.A. was founded in 1989 to provide clients the traditional CPA services of accounting, audit, tax and consulting.

We provide business, individual, trust and estate income tax planning and compliance. We also provide accounting, audit and consulting to our business clients.

We currently serve the following business segments:

  • Construction and building contractors
  • Professional service companies in law, engineering and health care
  • Collection services
  • Bar and restaurant operations
  • Retail
  • Nonprofit organizations and churches
  • Charitable gambling
  • Community foundations
  • Ethnic-social organizations
  • Historical preservation societies
  • Low income voluntary heath, welfare organizations
  • Qualified retirement plans

 Our firm consists of three CPAs and five support staff as follows:

            Brian A. Obermeier, CPA
           
Michael D. Lewis, CPA
           
Lynne A. Schulz, CPA
            
Jan Shilts
            
Patty Gilbertson
            LeAnn Smith
            
Michele Obermeier
            Krisann Kroschel
            Courtney Pierce
            
In order to better meet the needs of our clients, we created an affiliated company in January 2000, Obermeier Financial Services. Please see the Financial Planning Services Link for more information on these services.