Business Details
12 Years
experience
Expert Accounting & Tax Services in Pewaukee
Belt Accounting & Tax is a professional accounting firm dedicated to helping small businesses and individuals achieve financial clarity and work-life balance. With a team of certified public accountants and experienced professionals, we specialize in tax preparation, bookkeeping, payroll services, and strategic financial planning. Our approach combines technical expertise with personalized service, ensuring clients receive accurate, timely, and tailored solutions.We prioritize continuing education to stay current with evolving tax laws and accounting practices, while fostering community relationships and leveraging technology like QuickBooks to enhance efficiency. Our commitment to transparency, affordability, and client-centric support empowers businesses to focus on growth while we manage their financial foundations.
Services
Business Tax Planning
Payroll Services
Bookkeeping
Budgeting & Forecasting
Financial Reports
QuickBooks ProAdvisor
Tax Preparation
Retirement Tax Planning
Sales Tax Filing
Client Portal Access
Details
- Year established: 2014
Highlights and features
- Our team consists of certified experts with over 40 years of combined accounting experience.
- We offer flat-rate pricing packages for transparent, predictable costs.
- 24/7 client portal access for secure document management and real-time updates.
- Specialized in small business tax planning and QuickBooks ProAdvisor services.
- Community-focused approach with active involvement in local business organizations.
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks Pro Advisor
What people say
Expert tax planning
Reliable accounting services
Great client support
Accurate financial reports
Helpful team
Services
Business Tax Planning
Our business tax planning services help companies optimize their tax positions through strategic planning and compliance. We analyze financial situations to identify savings opportunities, ensure adherence to evolving tax laws, and provide actionable recommendations. Clients benefit from reduced liabilities and improved financial decision-making.
Payroll Services
We handle payroll processing, tax filings, and compliance to ensure accurate and timely employee payments. Our services include wage calculations, tax withholding, and year-end reporting. Businesses save time while maintaining regulatory compliance and avoiding costly errors.
Bookkeeping
Our bookkeeping services maintain precise financial records through daily transaction tracking and account reconciliation. We ensure up-to-date ledgers, streamlined cash flow management, and accurate financial reporting. Clients gain clear insights into business performance and preparedness for audits.
QuickBooks ProAdvisor
As QuickBooks ProAdvisors, we implement and optimize accounting systems tailored to business needs. Services include software setup, data migration, custom reporting, and training. Clients achieve efficient financial management through technology solutions that reduce manual work and improve accuracy.
Sales Tax Filing
We manage sales tax preparation and filing across multiple jurisdictions, ensuring compliance with state and local regulations. Our expertise handles nexus determination, tax rate application, and timely submissions. Businesses avoid penalties while maintaining accurate tax records.
People
Kelli Belt
Owner, CPA
With over a decade of accounting experience, Kelli founded Belt Accounting in 2014 to support small businesses. She specializes in tax strategy and community engagement, balancing professional expertise with family time in Wisconsin.
Patti Maynard
Accountant
A CPA with decades of teaching experience, Patti focuses on tax solutions for small businesses. She combines academic knowledge with client-focused service, enjoying family time and lake activities in Wisconsin.
Kelly Parkhill
Accounting Manager
As an Excel expert and CPA, Kelly manages business accounting and tax planning. She advocates for professional rescue dogs and enjoys travel, reading, and puzzles with her family.
Rich Mueller
Accounting Manager
With 40 years of experience, including running his own firm, Rich specializes in business accounting and cash flow management. He enjoys sports, travel, and supporting Wisconsin teams.
Rustler
Client Greeter
This friendly Yellow Lab boosts office morale and greets clients with enthusiasm. Rustler enjoys doggy daycare, summer lake time, and napping during meetings as the official client greeter.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, financial reporting, and QuickBooks support tailored to small business needs.
How can you help with tax season preparation?
Our team handles tax planning, return preparation, and compliance to minimize liabilities and ensure accurate filings for individuals and businesses.
Do you offer virtual accounting solutions?
Yes, we provide secure online portals for document sharing, real-time updates, and remote consultations to support virtual financial management.
What industries do you specialize in?
We work with contractors, restaurants, law firms, and various small businesses, adapting our expertise to industry-specific financial requirements.
How do you ensure client data security?
We use encrypted portals, secure file transfers, and paperless systems to protect sensitive financial information and maintain client confidentiality.
Can you assist with retirement tax planning?
Yes, we help retirees optimize Social Security benefits, manage distributions, and create tax-efficient strategies for long-term financial security.
