Business Details
18 Years
experience
Your Trusted Accounting Partner in Marshfield, WI
Opie Accounting & Tax has served the Marshfield, WI community since 2008, building on a legacy of over 70 years of combined experience in bookkeeping, payroll, and tax services. Our team prioritizes personalized service, maintaining strong client relationships through accurate and timely work. We operate with cost efficiency by minimizing overhead while maintaining high service standards. Our expertise spans both public accounting audits and private sector financial management, ensuring comprehensive solutions for individual and business clients. We utilize secure digital platforms for document exchange and payments, offering modern convenience without compromising security. Sarah Opie, a certified public accountant, leads our team with academic training from the University of Wisconsin-Platteville and extensive professional experience.Jason Opie supports operations, expanding our capabilities to include insurance and financial services since 2009. We maintain the trusted principles established by Parks Accounting, which we acquired in 2008, while integrating contemporary practices. Our local focus ensures deep understanding of regional business needs, and we remain committed to community financial education through tax season support and ongoing advisory services. Client accessibility remains a priority through multiple communication channels and regular office hours.
Services
Bookkeeping
Payroll Services
Tax Preparation
Financial Services
Insurance Products
Details
- Year established: 2008
Highlights and features
- We offer 70+ years of combined accounting experience in Marshfield
- Our team includes certified public accountants with audit expertise
- We maintain personalized service through cost-efficient operations
- Secure digital platforms for document exchange and payments
- Local financial expertise serving both individuals and businesses
Associations and certifications
- CPA
Services
Bookkeeping
We maintain accurate financial records for businesses of all sizes using modern accounting practices. Our service includes transaction recording, account reconciliation, and financial statement preparation. Clients benefit from timely, organized financial data that supports informed business decisions while we handle their day-to-day accounting needs.
Payroll Services
Our tailored payroll solutions handle employee compensation, tax withholdings, and regulatory compliance. We process payments, maintain records, and ensure accurate tax filings for businesses. Clients receive customized reporting while we manage wage calculations, direct deposits, and year-end tax form preparation to maintain compliance.
Tax Preparation
We prepare both personal and business tax returns with accuracy and timeliness. Our service includes tax planning strategies, deduction optimization, and compliance with federal and state regulations. Clients receive professional support through the entire tax process from document organization to filing, ensuring maximum refunds and proper compliance.
Financial Services
Our financial advisory services help clients manage personal and business finances effectively. We provide budgeting guidance, cash flow analysis, and financial planning support. Clients gain clarity on their financial position while we offer practical solutions for long-term financial health and growth strategies.
Insurance Products
We offer insurance solutions to protect personal and business assets through appropriate coverage selection. Our service includes policy evaluation, risk assessment, and insurance product recommendations. Clients receive guidance on coverage options while we help implement protection strategies that align with their financial goals.
People
Sarah Opie
CPA
Certified Public Accountant with experience in public audit and private financial management. Graduated from University of Wisconsin-Platteville, Sarah leads accounting services with 15+ years of professional expertise.
Jason Opie
Financial Services
Joined the firm in 2009 to expand insurance and financial product offerings. Brings complementary expertise in financial services to support comprehensive client solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive bookkeeping, payroll processing, tax preparation, and financial services tailored to small business needs.
Are your accountants certified professionals?
Yes, our lead accountant Sarah Opie is a certified public accountant (CPA) with extensive audit and financial management experience.
How can I securely share documents with your office?
We offer encrypted document exchange through our Secure Vault and ATOM CLIENT PORTAL platforms for client convenience.
Do you serve both individuals and businesses?
Yes, we provide tax preparation and financial services for both individual taxpayers and business entities.
What technology tools do you use for client service?
We utilize modern accounting software, secure document portals, and digital payment systems while maintaining personal client interaction.
How do you ensure client data security?
We implement encrypted document exchange, secure client portals, and industry-standard data protection practices for all financial information.
