Business Details
Your Trusted Partner for Accounting and Tax Services
Integrated Management & Accounting has been dedicated to delivering comprehensive financial solutions since its founding. Our team of certified professionals specializes in tax planning, accounting services, small business consulting, and trust & estate planning, combining technical expertise with personalized service. With decades of collective experience, we prioritize client satisfaction through proactive communication, tailored strategies, and adherence to the highest ethical standards.Our commitment to continuous education ensures we stay ahead of evolving tax laws, enabling us to maximize savings and minimize liabilities for individuals and businesses alike. Trusted by long-term clients across Wisconsin, we pride ourselves on building partnerships that drive financial success and peace of mind.
Services
Tax Planning
Business Tax Preparation
Accounting Services
Payroll Processing
Trust & Estate Planning
Highlights and features
- We offer over 20 years of combined experience in tax and accounting services.
- Our team provides personalized, proactive financial guidance tailored to client needs.
- We guarantee timely, accurate tax preparation and ongoing client support.
- Our professionals hold CPA and CVA certifications for specialized expertise.
- We prioritize transparent communication and long-term client partnerships.
Associations and certifications
- CPA
- CVA
What people say
Responsive, accurate, professional
Awesome service
Knowledgeable on tax matters
Timely manner
Trust their expertise
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities for individuals and businesses. We analyze financial positions, entity structures, and regulatory changes to optimize savings. With proactive guidance, clients achieve compliance while maximizing after-tax returns through integrated planning for trusts, estates, and business entities.
Accounting Services
We provide comprehensive accounting solutions including monthly bookkeeping, financial statement preparation, and QuickBooks support. Our services ensure accurate records for decision-making and loan applications. Specialized expertise in depreciation reporting and sales tax compliance helps businesses maintain organized financial operations year-round.
Small Business Consulting
Our consulting services address entity structure optimization, financial analysis, and business transition planning. We guide startups through setup and help existing businesses improve profitability through cash flow analysis. Specialized expertise in business valuations supports succession planning and tax-efficient generational transfers for long-term sustainability.
Trust & Estate Planning
We coordinate trust and estate planning with legal advisors to create tax-efficient solutions for asset protection and legacy goals. Services include beneficiary designation strategies, charitable giving plans, and business transition frameworks. Our approach minimizes administrative burdens while ensuring client wishes are fulfilled through proper documentation and compliance.
Payroll Processing
Our payroll services handle tax filings, compliance reporting, and payment processing for businesses of all sizes. We manage complex payroll tax regulations to prevent penalties while maintaining accurate employee records. Integrated solutions ensure seamless year-end tax preparation with full documentation for W-2 and 1099 reporting requirements.
People
Kevin Lorge
Managing Partner
CPA with 20+ years in tax planning for small businesses and individuals. Specializes in trust & estate planning and business transitions. Graduated from UW-Whitewater in 2000 and owns the firm since 2008.
Derrick Hubbard
Partner
CPA serving small businesses with accounting and tax solutions since 2014. Focuses on strategic planning for business owners. Graduated from UW-Whitewater with dual degrees in Accounting & Finance.
Josh Carmichael
Partner
CPA and Certified Valuation Analyst with expertise in business valuations since 2019. Graduated from UW-Whitewater and Appalachian State University. Provides tax and accounting services since 2016.
Ken Vogt
Senior Tax & Accounting Manager
20+ years of experience in tax preparation and QuickBooks consulting. Joined Integrated in 2009 after prior public accounting roles. Specializes in payroll and sales tax compliance for Wisconsin businesses.
Emilee Verhage
Senior Accountant
Tax preparation and payroll specialist since 2018. Graduated from UW-Oshkosh in 2017 with accounting degree. Provides small business accounting solutions with focus on accuracy and client education.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial statements, payroll processing, QuickBooks support, and tax compliance services tailored to small business needs.
How can tax planning benefit my business?
Our tax planning identifies savings opportunities through entity structure optimization, depreciation strategies, and regulatory compliance to minimize liabilities while supporting growth.
Do you handle both business and personal tax returns?
Yes, we prepare corporate, partnership, and individual tax returns while coordinating strategies across all filings for comprehensive tax efficiency.
What estate planning services are available?
We coordinate trust creation, beneficiary planning, and business succession strategies with legal advisors to ensure tax-efficient asset transfers aligned with client goals.
Are consultations free?
Yes, we offer complimentary initial consultations to discuss your specific accounting, tax, or business advisory needs.
