Terry V. Merfeld, CPA

Partner

Terry V. Merfeld

I like this quote by Pearl S. Buck: The secret of joy in work is contained in one word-excellence. To know how to do something well is to enjoy it. I enjoy doing the best job possible so our clients adapt and grow with changes in their industry, looking to us to be their trusted advisor. It's an honor to hear the words 'job well done.'

OVERVIEW

Terry provides tax services to financial institutions and small and middle-sized privately held entities with a focus on S-corporations. He assists with identifying the tax impact of transactions as clients consider their options.

It's important to Terry that he's available when clients need him. He responds thoughtfully and timely so clients make accurate, confident business decisions.

Outside of the office, you might see Terry in stands cheering on his favorite teams, the University of Northern Iowa Panthers and the Kansas City Royals. He feeds his hunger for competition by participating in triathlons, half-marathons and distance swimming races. Community is meaningful to Terry, too, and he's often attending cultural events with his family or his children's activities. And, if there's still time left in the day, he reads.

QUALIFICATIONS

Memberships

  • Memberships
  • AICPA
  • Iowa Society of Certified Public Accounts

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Arts – University of Northern Iowa, Cedar Falls

KNOWLEDGE

Client Work

  • Terry has performed extensive consulting and tax compliance services for the financial institution industry—banks ranging in size from $25 million to just under $1 billion. He also assists with client questions ranging from day-to-day issues (accounting and tax) to mergers and acquisition transactions.

COMMUNITY

COMMUNITY

Community Involvement

  • Treasurer for The Youth Tribe – NPO in Des Moines, which encourages participation of youth in activities that promote health and well-being through endurance athletics in schools and communities