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Financial Services

Accounting &
Tax Services

14 years of CPA expertise in Wisconsin and Illinois — from daily bookkeeping to complex tax strategy, with the local knowledge that makes a real difference.

Get a free tax consultation →
What we offer

Complete financial management

Tailored to your industry — Milwaukee restaurant, Wisconsin contractor, or Chicago-area business.

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Financial Reporting & Analysis
Monthly P&L, balance sheets, cash flow statements, and KPI dashboards so you always know exactly where your business stands financially.
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Bookkeeping Services
Accurate daily and monthly bookkeeping — bank reconciliations, accounts payable and receivable — kept clean and audit-ready at all times.
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Payroll & Sales Tax Compliance
Wisconsin and Illinois payroll, W-2s, 1099s, quarterly reports, and state sales tax filings — never miss a deadline again.
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Annual Tax Return Filings
Personal and business returns — federal, Wisconsin, and Illinois. We maximize deductions and minimize liability for your specific situation.
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IRS & Wisconsin DOR Representation
Audit support, response letters, payment plans, and penalty abatements — we handle the IRS and DOR so you don't have to.
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Year-Round Tax Planning
Not just April 15. We identify year-round opportunities to legally reduce your tax burden through entity structure and timing strategies.

Ready to get your finances in order?

Free 30-minute consultation — we review your situation and show exactly where we can help.