press release | Basepoint Tax

Press Release: Basepoint Tax & Accounting Names Ron Detweiler President, Acquires Ledger Plus

Expanding its Eastern Iowa footprint and management team, Basepoint Tax & Accounting is focused on enhanced planning services and client...

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Basepoint Tax & Accounting Expands in Eastern Iowa

On February 23rd, 2022, Allen Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC;...

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Basepoint Wealth Crosses $500 Million in Assets Under Management

Basepoint Wealth is pleased to announce that the firm’s assets under management have surpassed $500 million.

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Basepoint Wealth Extending Reach with Des Moines Accounting Acquisition

Basepoint Wealth has acquired Des Moines-based Charter Accounting, PLC in a transaction completed June 30, 2021.

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Charter Accounting is now Basepoint Tax & Accounting

On July 1, 2021, Charter Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC; a...

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Basepoint Wealth Expands, Welcomes Veteran Advisor Team

Basepoint welcomes Kirk Sadilek, CFP and Kathy Walvoord! Most recently spending 22 years as an advisor at Principal.

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