CPAs & Advisors
Tax | Assurance | Business Advisory | Wealth Management
The level of attention you need and deserve
Goltermann & Associates, P.C. is a boutique accounting firm providing accounting, tax, and advisory services to both families and businesses in the St. Louis area for more than 30 years. Our reputation is built on superior service to our clients and the ability to provide individual attention to your specific needs.
Services
Tax
Understanding tax considerations specific to you and your organization is vital to its financial stability and future success.
Services:
-
Preparation of income tax returns for corporations, partnerships, individuals, trusts and estates
-
Year round tax planning and compliance for Individuals and business
-
Guidance in tax law changes
Assurance
We provide the accurate, timely information you need to evaluate, develop and manage your organization most effectively.
Services:
-
Preparation of audited, reviewed and complied financial statements
Business Advisory
Our business advisory services help align your business goals with the reality of your financial resources.
Services:
-
Outsource accounting
-
Strategic Planning
Wealth Management
Personalized comprehensive wealth management services helping integrate your tax, financial and investment planning and management.
Services:
-
Income Tax planning and compliance
-
Financial planning
-
Goal based, conflict free, investment management services provided by GJG Capital LLC using low cost index funds to help build client portfolios
-
Family CFO services
People
Joe Goltermann
CPA, CFP
Joe has been with Goltermann & Associates for over 10 years and has provided a wide range of financial services to St. Louis clients.
Mark Nathanson
CPA
About Mark……
Greg Goltermann
CPA
About Greg……
Beth Zott
CPA
About Beth…
Tina Vesper
About Tina…..