Partners & Senior Tax Consultant

Partners

Lowell A. Yates, CPA

Lowell A. Yates, CPA

Partner

Background

Lowell A. Yates, a native of northeast Missouri, started part-time with the firm while a Junior at Quincy College. He graduated from Quincy College (now University) in 1972 and became a partner in 1982.

 

Experience and Expertise

Mr. Yates, during his over four decades in public accounting, has primarily worked on audits of manufacturers, distributors, not-for-profit and governmental entities, while at the same time working with numerous personal and business tax clients.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accounting, Quincy University
  • CPA licensed in the state of Illinois

 

Practice Areas

  • Audit & Accounting
  • Tax Services
  • Management Services
Stephen C. Koester, CPA

Stephen C. Koester, CPA

Partner

Background

Steve Koester is a long-time partner of Gray Hunter Stenn LLP. He works with the partners and staff to promote client satisfaction and growth and development of the firm.

 

Steve heads the firm’s quality control oversight and helps the firm strive for continuous improvement in quality and efficiency in the tax and audit practice.

 

Experience and Expertise

Mr. Koester has dealt extensively with the firm’s manufacturing, non-profit, hospital and retail clientele. Mr. Koester has been involved with audit, tax and management advisory services to non-profits and large privately held companies. Mr. Koester has spent significant time with internal control review. Mr. Koester has been involved in the audits and filings of area colleges and universities, mental health organizations, and other non-profits, including Single Audit engagements.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accounting, Quincy College (now Quincy University)
  • CPA licensed in the states of Illinois and Missouri

 

Practice Areas

  • Audit & Accounting
  • Tax Services
  • Management Services

 

Jeffrey A. McPherson, CPA

Jeffrey A. McPherson, CPA

Partner

Background

Jeffrey A. McPherson is a partner of Gray Hunter Stenn LLP. He works with staff and clients to provide sound accounting and tax advice.

 

Experience and Expertise

Mr. McPherson has dealt extensively with the firm’s non-profit, hospital, and retail clientele. Mr. McPherson has been involved with audit, tax ,and management advisory services to non-profits, restaurant industry clients, and privately held companies. Mr. McPherson has over 30 years of servicing clients. Mr. McPherson heads the audits of the more than 25 employee retirement plans in the Quincy office.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accounting, Western Illinois University
  • CPA licensed in the state of Illinois

 

Practice Areas

  • Audit & Accounting
  • Tax Services
  • Management Services
  • Bookkeeping for Restaurant Industry
Gary L. Blickhan, CPA

Gary L. Blickhan, CPA

Partner

Background

Gary L. Blickhan is a partner of Gray Hunter Stenn LLP offering over 20 years of experience as a tax specialist. Mr. Blickhan strives to collaborate with attorneys, financial advisors and insurance professionals to conduct proactive tax planning to address the unique aspects of the client’s situation.

 

Experience and Expertise

Mr. Blickhan specializes in serving high net worth, estate/trust, not-for-profit, professional, agricultural, small business and expatriate clients. Mr. Blickhan is significantly involved in tax research matters and also has experience with estate/gift taxes, multi-state income/sales/use taxes, tax examinations, collections and appeals.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accounting, University of Illinois Urbana-Champaign
  • CPA licensed in the state of Illinois

 

Practice Areas

  • Tax Services
  • Audit & Accounting
  • Bank Directors’ Examinations
Christina J. Robb, CPA

Christina J. Robb, CPA

Partner

Background

Christina Robb, CPA, is a partner of Gray Hunter Stenn LLP. She has more than 15 years of experience in public accounting.

 

Experience and Expertise

Christina has dealt extensively with the firm’s nonprofit, governmental agency, and privately held company clientele. She specializes in audit, review, and compilation engagements; and provides tax services to corporations, partnerships, and individuals. Christina also has expertise in the areas of Single Audit and employee benefit plans.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accounting, Bradley University
  • Master of Science in Accounting, Bradley University
  • CPA licensed in the state of Illinois

 

Practice Areas

  • Audit & accounting
  • Tax services
  • Management services
Erin J. Wharton, CPA

Erin J. Wharton, CPA

Partner

Background

Erin is a partner of Gray Hunter Stenn LLP. She has been with the firm since 2006, providing accounting, auditing, and tax services to individuals, businesses, and nonprofits in a diverse set of industries. She provides efficient and effective service to help clients solve problems and achieve business success.

 

Experience and Expertise

Erin’s experience includes areas such as healthcare, higher education, nonprofit, manufacturing, retail, service industries, and employee benefit plans. She has extensive audit experience and provides practical tax advice to businesses and individuals. Her expertise includes financial statement preparation, consolidations, accounting research, assisting clients with understanding and implementing new and existing accounting requirements, and nonprofit taxation and reporting.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accountancy, Southern Illinois University Edwardsville
  • Master of Science in Accountancy, Southern Illinois University Edwardsville
  • CPA licensed in the state of Illinois

 

Practice Areas

  • Audit & accounting
  • Tax services
  • Management services

 

Senior Tax Consultant

Sue Ann Gerveler, CPA

Sue Ann Gerveler, CPA

Senior Tax Consultant

Background

Sue Ann Gerveler is a Senior Tax Consultant for Gray Hunter Stenn LLP. With over 38 years of experience, her focus is on corporate and individual tax and accounting solutions.

 

Experience and Expertise

During her 38 years with Gray Hunter Stenn LLP, Ms. Gerveler has dealt with all aspects of taxation for the firm. She has extensive background in agriculture, community banks, small business, mid-size and large corporations, partnerships, individual tax matters, and estate and income tax planning. She represents clients in dealing with Internal Revenue Service and with various state tax agencies.

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society

 

Education

  • Bachelor of Science in Accounting, Quincy College (Now Quincy University)
  • CPA licensed in the state of Illinois

 

Practice Areas

  • Corporate, Partnership and Individual Taxation
  • Management Services
  • Accounting and Payroll Services
  • Assistance with Federal and State Taxation issues including audits