Manager - Sheldon, Iowa

Chase Lottman, CPA

Experience

Chase began his career with Williams & Company in 2012 as a staff accountant. With experience across a range of tax-related services, he has developed a strong focus on helping individuals, businesses, and exempt organizations navigate their financial responsibilities and achieve their goals.

Chase was drawn to the accounting profession for the flexibility it offers and the wide variety of career paths available. He chose public accounting specifically for the opportunity to work with a diverse group of clients and to support them in reaching their financial objectives.

Areas of Focus

Individual Tax Planning and Preparation
Business Tax Planning and Preparation
Exempt Organization Returns
Fiduciary Returns

Education & Certifications

Bachelor’s Degree in Accounting, Briar Cliff University

Professional Affiliations

Member, American Institute of Certified Public Accountants (AICPA)
Member, Iowa Society of Certified Public Accountants (ISCPA)

Beyond the Numbers

Outside of the office, Chase enjoys reading books and audiobooks, gardening, bicycling, and cooking.

Support Team

Crystal Vande Weerd

Lesa Kruger

712-324-2243