Our team is Your team.
Meet the experts that are invested in your future.
American Tax & Business Planning is more than an accounting firm or financial planning group. Our unique business model is designed to create relationships with business owners, understand their business and goals, and use our strategies and awareness of the options in tax planning to propel each client to the result of their dreams.
Our clients are successful business owners who now know that there is a better option than losing enormous sums due to tax liabilities. For more than 15 years, Bruce Willey and his team, have been able to alleviate complicated situations for our clients, guiding them to significant wealth gains by becoming partners in their future, applying our in-depth tax knowledge, adjusting structures and incorporate planning in response to changing tax laws and take advantage of saving opportunities.
We have one simple goal to achieve for each client: to do everything we can to legally minimize the income-to-tax-amount-due ratio.
We want to be trusted partners in your success.
Bruce Willey JD, CPA, CExP
Bruce has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC, Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.
Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.
Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.
Recent Articles By Bruce Willey JD, CPA
Joe Gravert, JD,
M.Sc. in Accounting
Joe is focused on assisting clients in all aspects of business and tax law with an emphasis on individual and business tax planning, formation and corporate maintenance, estate matters, tax research, small business and individual tax returns. He assists clients in responses to the IRS for notices and audits.
Prior to joining Willey Law, Joe worked in private practice as an intellectual property attorney and in-house at a large multinational corporation in Minnesota. During law school, he worked in the Technology Transfer and Licensing Department at the University of Iowa Research Foundation. Joe received his J.D. from the University of Iowa College of Law, his Master of Science in Accounting from Indiana University, Kelley School of Business and his B.S. in Physics from St. Ambrose University.
Nicole Denly Dighton, Paralegal
Nicole has more than 25 years experience as a paralegal and has been an integral part of the American Tax & Business Planning team since 2006.
Once your tax savings strategies have been presented and approved, Nicole steps in, working closely with Bruce and you to prepare the documents needed to ensure that your unique tax planning strategies are applied, implemented and maintained.
Her experience and dedication to detail coupled with her genuine commitment to each of our clients makes Nicole a tremendous asset for you.
Kathy White, Client Relations and Marketing Coordinator
Kathy has 25+ years of experience as account manager and works hard to assist clients and their needs in a timely manner. She helps Bruce with the tax and business planning side so as many clients can save thousands in taxes as possible. Her background, attention to detail and positive attitude helps deliver exceptional client service.
Janell Pappas,
Senior
Accountant/Tax Specialist
Janell has more than 20 years of accounting experience, specializing in tax. She works with our accounting department performing payroll and bookkeeping services, while helping prepare small business and individual tax returns. She will also assist in responses to the IRS for notices and audits. Janell looks forward to building relationships with you and making sure your needs are met to the fullest.
Mary Harvey, CPA
Mary has recently received her CPA license and is excited to continue to learn and grow, putting it to use for our clients. She has decades of experience in bookkeeping and accounting work across various types of industries. Mary excels in tax preparation for businesses and individuals, and enjoys helping individuals learn how to maintain and understand their finances and accounting. You'll enjoy working with her, thanks to her cheerful personality and dedication to doing a great job.
Crystal Laird, Accountant
Crystal brings 18 years of accounting experience across different industries such as food manufacturing, robotic integration, and industrial manufacturing. She brings her love of digging into data and helping clients track and record transactions to the right category. She is excited to assist in your bookkeeping, payroll and tax needs and ready to help where needed.
Maria Kimbro, Tax Administrator
Maria has 25+ years of experience as an administrative professional, scheduler and project coordinator. Her role in the tax process is at the beginning and the end. She helps gather the initial tax documents to hand off to one of the accountants to prepare. Once complete, Maria sends the final tax returns out the door. When it comes to answering your questions and directing your inquiries, she is dedicated to make your experience positive and efficient.
The American Tax & Business Planning team has a broad mix of specialization and experience individually selected for their unique abilities and dedication to the success and growth of each of our clients. Contact us today to see how we can design a proactive and comprehensive tax plan and tax reduction strategy that will enhance your working capital for your business, protect your family and your assets for the future.
Your American Tax & Business Planning Team
What People Are Saying
“American Tax & Business Planning has been really good at identifying ways that we could save money on taxes. More money in our pockets and more money in our business and we just really appreciate [Bruce] and the innovative ways that he has been able to do that for us.”
— SANDRA
“Bruce has been a trusted and valuable confidant for myself and my business partners. His ability to think like a business owner while providing advice as tax strategist, is uncanny. I highly recommend any business owner interested in tax strategies to work with American Tax & Business Planning!.”
— CHRIS R.
“Bruce has helped us with our taxes for several years now. He is a true professional and any business owner looking to make sure they are taking advantage of every tax reduction strategy available to them would do well by talking to Bruce and taking his advice.”
— MATT D.
“After working through the process and implementing the majority, all but one of the suggestions made by Bruce. In less than 2 years we have saved over $100,000. Another great thing, we will continue to legally save money each year moving forward! We are really okay with that!”
— STEPHANIE
THE SECRET SYSTEM
Unlock the Strategies of the Ultra Wealthy to Reduce Tax, Accumulate Wealth and Protect Assets.
by Bruce Willey JD, CPA
