After opening their first office in Kalona in the Bulltowne Plaza in October of 2017, David Allen Black and Mitchell Billups are excited to move their AllenMitchell CPAs office to downtown Kalona.
Their new office is located in the former Village Shoppe store, 412 B Avenue. There are three private offices, reception area, conference room and break room in the remodeled building. Office hours are 8 a.m. to 5 p.m. Monday through Friday.
Open House June 28
Allen Mitchell CPAs is planning an open house of the new Kalona office from 7 to 11 a.m. on Friday, June 28.
“We are glad it worked out that we were able to be geographically located in the heart of the community we serve,” commented Billups, a Kalona native. In addition the young CPA firm has offices in Washington and Mt. Pleasant.
Both Black and Billups left LattaHarris, LLP firm of Washington to launch their new firm in October 2017 with a goal of better serving their clients at a reasonable fee.
David Allen Black
David Allen Black’s middle name is where the Allen comes from in the firm’s name. He earned his B.A. in both Accounting and Finance from Wartburg College in Waverly. He worked for Terry, Lockridge and Dunn for four years, Deloitte for three years and with LattaHarris in Washington for 15 years.
Black, 48, has been in public accounting with tax experience since 1995. While small business and individual tax planning and compliance are his primary focus, he also has a wide variety of experiences including multi-state taxation, foreign national tax issues, conservation easements and in-depth partnership/LLC transactions. Black is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.
Black, and his wife Sherri live on the family farm near Wayland. They have five children and three grandchildren.
Billups, 35, is a Mid-Prairie graduate and earned his B.S. and Masters in accounting from the University of Iowa. He worked for Deloitte in Minneapolis, MN, for a year before joining Latta Harris, LLP, in Iowa City where he worked for six years before transferring to the Latta Harris Washington location where he served clients for four years.
Billups and Black launched their accounting firm as equal partners in October of 2017. Mitchell has over 10 years of experience as a CPA and works with a broad spectrum of businesses ranging from manufacturing to construction & real estate companies.
Mitchell has extensive knowledge in partnership taxation as well as taxation of non-profit organizations. He also has knowledge in corporate and personal tax planning and preparation. Mitchell is a member of the Iowa Society of Certified Public Accountants.
He is currently the President of the Board of Trustees of the Mid-Prairie Community School District Foundation. In his free time, Mitch enjoys fishing with his father, Randy, and his two sons, Caleb and Cade, spending time with his wife Marce and watching Iowa Hawkeye wrestling.
“We wanted to be able to meet with people (without time limitations), build relationships and not have to charge them ridiculous amounts of money,” Black explained.
Black rotates most of his time between Washington and Mt. Pleasant while Billups spends most of his time in Kalona, except for one to two days per week in the Washington office.
“Helping you is our mission,” Billups stressed. That includes helping clients with bookkeeping, taxes, payroll, financial planning, financial statement preparation and business consulting. Their staff also offers Quickbook consulting and training to help get their clients’ books in order.
“We encourage people to call, email or stop by the office for a visit before proceeding with a financial decision,” said Black. “It is much easier to get advice before you proceed with a financial decision than try to fix a mistake later.”
Billups and Black stressed they don’t charge for short visits or phone calls as they want to help people without racking up huge fees.
They don’t see many new changes in the tax laws this year as the tax laws just underwent a major revision to the benefit of most taxpayers. They noted that one of the issues is that the IRS has had a hard time making adjustments resulting in delays. They also noted that the revised tax laws have provisions for fraud prevention which has seemed to slow things down.
Billups and Black both advise people to start early and don’t be afraid to ask them questions when making preparations for the next tax year.
Allen Mitchell CPAs has qualified staff to assist their clients:
Becky Palmer, staff accountant , has over 23 years of accounting experience with 15 of them spent in public accounting. She has experience in the preparation of tax returns, financial statements, bookkeeping, payroll and sales tax preparation. She travels between the Washington and Kalona offices.
She grew up in Wellman and is a graduate of Mid-Prairie High School. She received her BA in Business Management from Central College in Pella. Palmer and her husband John live near West Chester in the farm house that John’s grandparents built. John is involved in his family’s grain and cattle operation.
Their daughter Katie is a sophomore at Central College. Becky is an active member of the West Chester United Methodist church and is a leader for the Lime Creek Limelights 4-H club.
Melissa Andrew, is a staff account and a QuickBooks Pro Advisor. She has been in public accounting since 2009 and has experience in tax preparation, bookkeeping, payroll and sales tax. Andrew works out of the Washington office. She received her BA in Business Administration/Management from Iowa Wesleyan College and her AS in Accounting from Kirkwood Community College. Andrew is originally from Ainsworth and currently lives in Washington with her husband Rob and their two children Kaden and Karter.
Lisa Murguia, staff accountant joined the Allen Mitchell firm in May of 2018, bringing with her over 10 years of experience in bookkeeping. Murguia works out of our Mt. Pleasant office. Her other areas of experience include QuickBooks, payroll, and sales tax, she was the office manager at a pharmacy in Keosauqua for many years. She grew up in Farmington and is a graduate of Harmony High School. She lives near Bonaparte, IA with her husband Kirk and two daughters, Taylor and Madison.
Chamber Contributing Author: Ron Slechta