Wertz & Co. was founded in 1988 by Barry and Becky Wertz, with the idea of providing superior personalized service to individuals and businesses that want close working contact with experienced accountants, at an affordable price. Being a smaller firm, we do not periodically reassign your personal contact within our firm to another accountant. And we answer our own phones.
BARRY WERTZ, CPA
Areas of Expertise: Tax and management consulting services for individuals, corporations, partnerships, non-profit organizations; review and audits for construction, engineering, architectural, and manufacturing entities.
Experience: Entered the accounting profession with McGladrey & Pullen, Elkhart, Indiana, in 1976. Also spent four years as controller and chief financial officer with Continental Industries in Elkhart, Indiana. Formed Wertz & Co. in 1988. Community Involvement: Board member, School City of Mishawaka Education Foundation; past board member, Potawatomi Zoological Society; member, Mishawaka Breakfast Optimist Club; member and former board member, Willow Creek United Methodist Church; Mishawaka Business Association; St. Joseph County Chamber of Commerce; BNI International (South Bend).
Professional Affliations: Indiana CPA Society; American Institute of Certified Public Accountants.
Education: Bachelor of Science degree in Accounting and Economics, Ball State University; Master of Science in Business Administration, Indiana University at South Bend, Indiana.
Areas of Concentration: Individual and business income tax preparation; payroll taxes, Quickbooks and computer consulting, nonprofit organizations
Experience: Formed Wertz & Co. in 1988; operations manager, Hertz Corporation, South Bend 1976-1984.
Community Involvement: Board member, Mishawaka Lions Club; member, Willow Creek United Methodist Church.
Education: Bachelor of Science degree in accounting, Indiana University at South Bend, Indiana
Donna has been with Wertz & CO. for over ten years, and has handled many areas of client service, including bookkeeping, payroll tax compliance, payroll processing, and individual income tax preparation. Donna also has extensive experience in Quickbooks and Peachtree software.