Tax Advisor

Rob Baner, CPA

Tax Advisor

|

Quad Cities

Phone:

(309) 797-4030

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

Latest Posts

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.