Business Details
Trusted Accounting and Tax Services in Milwaukee
At Tax Management, we partner with clients to deliver personalized accounting and tax solutions tailored to their unique needs. Our approach begins with a comprehensive 60-minute consultation to understand your personal and business goals, ensuring our advice aligns with your financial objectives. We specialize in integrating technology systems like QuickBooks, Xero, and CRM platforms to streamline operations and eliminate redundancies, empowering business owners to focus on growth rather than day-to-day tasks. With a team of Certified Public Accountants, Enrolled Agents, and payroll specialists, we bring over a century of combined experience to help clients navigate complex tax regulations and financial planning.Our commitment to transparency means no hidden fees or unnecessary add-onswe prioritize your success without pressuring you into unsolicited services. Clients appreciate our proactive communication, including on-site visits and training, which ensure they remain informed and empowered throughout the year, not just during tax season. We pride ourselves on being accessible, responsive, and dedicated to building long-term relationships grounded in trust and expertise.
Services
Tax Planning
Income Tax Returns
IRS Representation
Audit Assistance
Payroll Services
Bookkeeping
Technology Implementation
Accounting System Training
Business System Integration
Financial Planning
Highlights and features
- We provide personalized service through 60-minute initial consultations to understand your unique needs.
- Our team includes Certified Public Accountants and Enrolled Agents with over 100 years of combined experience.
- We specialize in integrating business systems to eliminate redundancies and improve efficiency.
- We offer transparent pricing with no hidden fees or unnecessary add-on services.
- Our staff provides on-site training and support to help you maximize your accounting software.
What people say
Expert and affordable
Seasoned advice
Highly recommend
Knowledgeable staff
Better value
Services
IRS Representation
Our IRS representation service helps clients resolve tax disputes and correspondence with taxing authorities. We evaluate government claims, prepare documentation, and negotiate settlements, including installment agreements or offers in compromise. With experienced CPAs and Enrolled Agents, we minimize stress and financial impact while ensuring compliance.
Audit Assistance
We provide comprehensive audit support for correspondence, office, and field audits. Our team prepares documentation, accompanies clients to meetings, and communicates directly with the IRS to reduce liability and streamline the process. Our goal is to protect your interests while ensuring accurate outcomes.
Tax Planning
Our tax planning services focus on year-round strategies to minimize liabilities and optimize financial growth. We analyze income, investments, and business operations to create personalized plans that align with long-term goals, ensuring compliance and maximizing savings opportunities for individuals and businesses.
Payroll Services
We handle payroll processing, tax filings, and compliance reporting to ensure accurate and timely payments. Our specialists manage worker compensation audits, direct deposit systems, and software integrations, reducing administrative burdens while maintaining adherence to federal and state regulations.
Business System Integration
We integrate accounting, CRM, and POS systems to eliminate redundancies and improve operational efficiency. By automating workflows and connecting platforms like QuickBooks and Xero, we help businesses scale without increasing workload, transforming manual processes into seamless, data-driven operations.
People
Mike Sargent
CPA
Mike Sargent is a Certified Public Accountant and former CFO with expertise in helping entrepreneurs launch and grow businesses. He provides tax planning, audit defense, and financial advisory services, emphasizing personalized solutions and client education.
Samantha Scheumann
Accountant
Samantha Scheumann is an IRS-licensed Enrolled Agent specializing in individual and small business taxes. She offers bookkeeping, payroll, and financial reporting services, combining technical precision with a client-focused approach to simplify complex accounting tasks.
Lindsay Dereszynski
Payroll Specialist
Lindsay Dereszynski manages payroll operations and office administration, providing expert support for tax compliance and employee compensation. Her attention to detail ensures accurate processing and timely filings for businesses relying on efficient payroll systems.
Judi Mulkey
Administrative Assistant
Judi Mulkey coordinates administrative tasks and client communications, serving as the primary contact for scheduling and office support. Her organizational skills ensure smooth operations and prompt assistance for clients and team members.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, payroll, system integration, and financial reporting services tailored to streamline business operations and ensure compliance.
Do you assist with IRS audits and tax disputes?
Yes, we offer full audit representation, including preparing documentation, negotiating with the IRS, and minimizing tax liabilities.
Can you help with tax planning year-round?
Absolutely—we specialize in proactive tax planning to optimize savings and compliance for individuals and businesses throughout the year.
What software platforms do you support?
We work with QuickBooks, Xero, FreshBooks, Wave, Sage 50, ADP, Paychex, and Intuit Payroll systems.
How do you ensure personalized service?
We conduct in-depth consultations and offer on-site visits to understand your unique needs and provide tailored solutions.
