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Rob Baner, CPA
Tax Advisor
Quad CitiesAs a CPA, my responsibilities focus primarily on taxes and tax matters. I joined The Planning Center in 2015, after working with a full-service Quad Cities CPA firm from 2010 to 2015. Though my duties vary based upon the needs of our clients, I work collaboratively with our financial planners to provide comprehensive tax preparation and tax planning services to our clients. It’s important to remember that tax planning is a year-round job and April 15th is simply the culmination of our work. Nothing gives me greater satisfaction than knowing that we have helped our clients navigate that maze that is our tax system.
“Your future hasn’t been written yet. No one’s has. Your future is whatever you make it. So make it a good one!” [Back to the Future Part III]
I am originally from and currently residing in Moline, Illinois. Music is my passion and I am an accomplished drummer and percussionist. I was heavily involved in music programs throughout my schooling, and I am currently a member of the Quad Cities-based band “Minus Six” alongside my TPC colleague Matt Sivertsen. Skiing is another of my hobbies, and I try to make a trip to Colorado each year to ski the Rockies.
Credentials
Affiliations: Fee-Only Planning
Areas of Expertise: Tax Preparation
Education:
- Bachelor of Business Administration, Accounting from the University of Iowa
- Masters of Accountancy from the University of Iowa
Memberships: American Institute of Certified Public Accountants, Illinois CPA Society
Who inspires me:
My family
My favorite things:
Chips & Salsa
My greatest extravagance (under a $100):
Sonic Care Toothbrush
Favorite destination:
Copper Mountain, Colorado
In my spare time:
I practice my drumming
