About Chad Gall
Chad started his career at Anders in 2001, working his way through the ranks in the Tax Services Group. As a vital member of the firm’s Family Wealth and Estate Planning Services Group, Chad lends his expertise to business owners and families on Roth IRA conversions, retirement planning, estate and trust planning and multi-state tax planning. He also works with employee benefit plans. In addition to his individual tax experience, his knowledge of Caseware software helps guide accounting and audit services throughout the firm.
Chad is a Certified Public Accountant and a Chartered Global Management Accountant. He is also a Registered Trust and Estate Practitioner and an Accredited Estate Planner, both great assets to his clients. Chad holds a B.S. in Accountancy from Southern Illinois University in Edwardsville. Named a Top Estate Planning Professional by the St. Louis Small Business Monthly in 2018, Chad stays actively involved in professional organizations. He currently serves as a board member for the Estate Planning Council of St. Louis, an organizing committee member in the Society of Trust and Estate Practitioners and a member of the International Foundation of Employee Benefit Plans. He is also a member of the firm’s Rainmaker Academy.
About Tom Helm, Jr.
Tom joined the Audit and Advisory Services Group at Anders in 2005. He has 15 years of experience performing and leading financial statement audits. Tom has worked on client audits in a broad range of industries, including manufacturing, hospitality and not-for-profit organizations. He also performs SOC 1 and SOC 2 audits to help companies get a handle on the internal controls and cybersecurity of their service providers.
Tom is a Certified Public Accountant and holds an MBA and B.S. in Accountancy from Missouri State University. In the community, Tom is on the golf tournament committee for the National Tooling & Machining Association and has served as the treasurer and on the finance committee for the Grace Hill Settlement House. Tom is also a member of the firm’s business development Rainmaker Academy.All Insights