Business Details
31 Years
experience
Your Trusted Partner for Tax and Accounting Solutions in Southwest Wisconsin
Since 1995, our firm has provided comprehensive tax and accounting solutions to individuals and businesses in Southwest Wisconsin. Our team of certified professionals combines decades of collective experience with cutting-edge technology to deliver accurate, timely financial services. We maintain active communication throughout every engagement, prioritizing transparency and client education. Our commitment to continuous professional development ensures compliance with evolving tax regulations while maximizing financial outcomes.With two convenient locations in Boscobel and Platteville, we've built lasting relationships through personalized service that treats each client's financial goals as our own. Our Certified QuickBooks ProAdvisor status and IRS representation capabilities further distinguish our expertise in the accounting field.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Statements
Business Entity Selection
IRS Representation
Sales Tax Services
Notary Services
Details
- Year established: 1995
Highlights and features
- Certified professionals with 25+ years of combined experience
- IRS-enrolled agents authorized for federal tax representation
- Certified QuickBooks ProAdvisor services available
- Proven track record serving Southwest Wisconsin communities
- Continuously updated technology for efficient service delivery
Associations and certifications
- Enrolled Agent (EA)
- Certified Public Accountant (CPA)
- QuickBooks ProAdvisor
What people say
Fast and accurate
Very friendly
Highest quality assistance
Efficient service
Best tax savings
Services
Tax Preparation
Our comprehensive tax preparation services cover individual and business returns with meticulous attention to detail. We utilize current software to ensure accurate filings while identifying all available deductions. Our IRS-enrolled agents provide expert guidance through complex tax situations, ensuring compliance with federal and state regulations while maximizing refunds.
Bookkeeping
We maintain accurate, up-to-date financial records to support business decision-making. Our certified professionals handle daily transaction recording, account reconciliation, and financial reporting. As a Certified QuickBooks ProAdvisor firm, we implement efficient accounting systems tailored to each client's specific business needs and industry requirements.
Payroll Services
Our payroll services ensure timely and accurate employee payments with complete tax compliance. We manage wage calculations, tax withholdings, and regulatory filings while maintaining up-to-date knowledge of changing employment tax laws. This comprehensive service includes year-end W-2 processing and quarterly tax submissions.
Business Entity Selection
We provide strategic guidance for selecting optimal business structures considering tax implications. Our expertise covers sole proprietorships, partnerships, S corporations, and C corporations. We analyze each client's specific circumstances to recommend structures that balance liability protection with tax efficiency for long-term business success.
IRS Representation
Our enrolled agents represent clients before the IRS during audits or collections matters. We leverage our tax law expertise to negotiate favorable resolutions while ensuring proper documentation. This service includes audit response preparation, collection alternative negotiations, and tax debt settlement strategies.
People
De Anne Chappell
Senior Tax Accountant
With multiple tax certifications including Enrolled Agent status, De Anne leads our tax department with 25+ years of experience. She specializes in complex tax planning and has helped generations of local families optimize their financial strategies.
Shelly Heer
Certified QuickBooks ProAdvisor
As a CPA and QuickBooks expert, Shelly provides technology-driven accounting solutions. She specializes in system implementation and financial reporting, helping businesses streamline their accounting processes with digital tools.
Regina Wagner
Senior Tax Accountant
An Enrolled Agent with extensive tax law expertise, Regina handles both individual and business tax matters. She maintains current knowledge of regulatory changes to ensure client compliance with evolving tax requirements.
Christy McCartney
Senior Tax Accountant
Christy provides comprehensive tax preparation services with attention to detail. She works closely with clients to understand their unique financial situations and identify optimal tax strategies.
Jody Mayne
Senior Tax Accountant
Jody specializes in business tax preparation and planning. With deep knowledge of corporate tax regulations, he helps businesses navigate complex compliance requirements while optimizing tax positions.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll processing, financial statements, business entity selection, IRS representation, and notary services for individuals and businesses.
How do I schedule a tax appointment?
Contact us at 608-375-2727 during regular business hours Monday-Friday 8:00 am - 4:30 pm to schedule your tax consultation.
Do you offer tax planning services?
Yes, we provide strategic tax planning to help minimize liabilities. Our professionals analyze your financial situation to develop long-term tax-efficient strategies.
Can you represent me during an IRS audit?
Our Enrolled Agents can represent you before the IRS. We prepare necessary documentation and communicate with tax authorities on your behalf.
Are your professionals certified?
Our team includes Enrolled Agents, Certified Public Accountants, and a QuickBooks ProAdvisor, ensuring qualified expertise across all accounting disciplines.
What areas do you serve?
We primarily serve Boscobel and Platteville, WI, with two convenient office locations to better serve Southwest Wisconsin clients.
