Business Details
9 Years
experience
Your Trusted Tax and Accounting Partner in Appleton
At Reliance Accounting & Tax Services, we specialize in simplifying complex financial challenges for individuals and businesses. Our team of seasoned professionals brings decades of combined experience in tax preparation, bookkeeping, and financial consulting, serving clients across Wisconsin and beyond. We prioritize personalized service, tailoring solutions to meet unique client needs while maintaining strict adherence to ethical standards and regulatory compliance. Our commitment to honesty, integrity, and social responsibility guides every decision, ensuring clients receive accurate, transparent, and reliable financial guidance.With expertise spanning from individual tax returns to complex business accounting, we empower clients to make informed financial decisions and achieve long-term stability. Our mission focuses on building trusted partnerships that help clients confidently navigate financial complexities while positively impacting the communities we serve.
Services
Tax Preparation
Bookkeeping
IRS Representation
Tax Planning
Business Consulting
Payroll Services
Fractional CFO
Sales Tax Filing
Accounting System Setup
Estate Tax Services
Details
- Year established: 2017
Highlights and features
- We offer 15+ years of combined experience in tax and accounting services
- Our team holds Enrolled Agent credentials with the IRS for tax expertise
- We provide personalized service tailored to individual and business needs
- We maintain transparent pricing with no hidden fees
- We handle complex tax situations including multi-state filings and IRS representation
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, including complex returns for partnerships, S corporations, estates, and trusts. Our services cover multi-state filings, rental properties, and farm tax returns. We offer flat-rate pricing with free initial consultations to ensure transparency.
IRS Representation
Our Enrolled Agent represents clients before the IRS and state tax authorities for audits, back taxes, liens, levies, and payment plans. We handle offer in compromise, innocent spouse relief, and tax debt resolution while maintaining compliance with tax regulations.
Bookkeeping
We offer full-service bookkeeping including payroll, financial statements, and accounting system setup. Our services support small to medium businesses with QBO/Xero cleanup, sales tax filings, and back-office financial management tailored to client needs.
Tax Planning
Our proactive tax planning services include projections, credit/deduction optimization, and estate planning. We help clients minimize liabilities through year-round strategy sessions and multi-jurisdictional tax analysis for businesses and high-net-worth individuals.
Business Consulting
We provide business startup guidance, entity selection, and fractional CFO services. Our consulting includes system implementation, bank reconciliations, and strategic planning for growth-focused organizations seeking operational financial expertise.
People
Lindsay Sorenson
Owner/Enrolled Agent
EA credential holder with 15+ years experience. Graduated from Lakeland University with accounting degree. Former tax researcher for National Association of Tax Professionals. Started Reliance in 2017 after diverse industry roles.
Lynn Stinski
Office Administrator
Joined in 2024 with extensive client relations experience. Manages scheduling, billing, and office operations. Focuses on client experience and team organization while maintaining warm professional interactions.
Carissa Franzmeier
Bookkeeping Support Specialist
Education background with UW-Eau Claire degree. Transitioned from teaching to bookkeeping through data analysis passion. Provides detail-oriented support for accounting systems and client financial management.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation for partnerships, S corporations, and LLCs, including multi-state filings, payroll tax reporting, and complex return preparation with W-2/1099 generation.
Can you help with IRS audit representation?
Yes, our Enrolled Agent provides full IRS representation for audits, tax debt resolution, and compliance issues including liens, levies, and payment plan negotiations.
Do you handle estate and trust tax returns?
Yes, we prepare and file fiduciary tax returns for estates and trusts, including decedent returns and ongoing tax compliance for complex probate situations.
What bookkeeping services are available?
We offer full-cycle bookkeeping including system setup, bank reconciliations, financial statements, and QBO/Xero cleanup services for small to mid-sized businesses.
How are tax preparation fees determined?
Base rate $350 for individual returns with additional charges for complexity factors like multiple states, rental properties, or business filings.
Do you provide tax planning services?
Yes, we offer quarterly/year-end tax planning, entity selection analysis, and multi-jurisdictional tax strategy to minimize liabilities for individuals and businesses.
