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Rob Baner, CPA

Tax Advisor

Quad Cities

As 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

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Independent

Objectivity

We listen and keep an open mind

50
Year Vision

Forward Looking

We make decisions with future generations in mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

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