Dale and his professional associates have over 60 years’ combined experience working with clients of types, from sole proprietors to small businesses to multinational corporations. Their “sweet spot” is helping the sole proprietor or small business to develop and grow from inception onward, assisting with appropriate entity selection, minimizing taxes due through tax planning, expanding business opportunities through properly timed fixed-asset acquisitions, personnel retention through sound selection of employee benefit plans and retirement plans, and exploring avenues for business continuation as well as exit strategies for the business owners.

Over the years, Dale R Hartzel & Associates have developed strong working relationships with other professionals in the legal, investment, payroll/employee benefits, insurance, and estate planning fields, facilitating seamless coordination and execution of matters in the related realms.

We look forward to helping you and your business or family achieve its financial goals.

Staff Profiles

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