Business Details
29 Years
experience
Your Trusted Partner for Accounting Services in Milwaukee
Founded in 1997 by Certified Public Accountant Alice Zaganczyk Peterson, Am Accounting & Tax Services and Tax Services has established itself as a trusted partner for individuals and small businesses seeking comprehensive financial solutions. With over 30 years of experience, our firm specializes in tax preparation, small business accounting, and personalized financial planning, prioritizing direct client engagement and education to foster long-term financial success. Our team combines technical expertise with a personalized approach, ensuring clients receive tailored guidance that aligns with their unique goals.We differentiate ourselves by maintaining direct communication between CPAs and clients, eliminating intermediaries to address concerns efficiently. Our commitment to community-focused service, combined with decades of industry experience, positions us as a reliable resource for navigating complex tax and accounting challenges. Clients consistently recognize our professionalism, attention to detail, and ability to simplify financial processes, making us a preferred choice for Milwaukee-area businesses and individuals.
Services
Tax Preparation
Small Business Accounting
Financial Planning
Tax Resolution
Payroll Services
Details
- Year established: 1997
Highlights and features
- We offer 30+ years of CPA experience in tax and accounting services.
- Our direct CPA-client communication ensures personalized financial guidance.
- We specialize in small business accounting tailored to Milwaukee's business landscape.
- Our educational approach empowers clients to make informed financial decisions.
- We maintain a proven track record of client satisfaction since 1997.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Outstanding job communicating
Professional and friendly
Stellar for my companies
Most professional accountant
Knowledgeable on tax codes
Services
Tax Preparation
Our CPA-led tax preparation service ensures accurate, compliant filings for individuals and businesses. We specialize in maximizing deductions while maintaining IRS compliance through personalized document review. Clients benefit from direct CPA consultation to address specific tax situations and optimize financial outcomes.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, payroll processing, and financial reporting. Our services ensure accurate financial tracking and regulatory compliance while offering strategic insights for business growth. We maintain year-round support for ongoing financial management needs.
Financial Planning
Our financial planning service creates customized strategies for debt reduction, retirement savings, and major life purchases. We combine tax expertise with personalized coaching to develop actionable plans that align with clients' financial goals and life circumstances.
Tax Resolution
We assist clients in resolving tax disputes, audits, and payment issues with tax authorities. Our CPA team provides expert representation and develops payment plans while ensuring compliance with current tax regulations and minimizing financial penalties.
Payroll Services
Our payroll service handles tax calculations, employee payments, and regulatory filings for small businesses. We ensure compliance with federal, state, and local tax requirements while maintaining accurate financial records and timely submissions.
People
Alice Zaganczyk Peterson
Certified Public Accountant
Founder with 30+ years of experience in tax and accounting services. Holds a Master's degree from UW-Whitewater and specializes in small business financial solutions and tax planning.
Anna Sheteron
Accounting and Payroll Specialist
10+ years of experience in bookkeeping and tax preparation. Pursuing a Master's degree in Accounting while providing payroll services and financial support to small businesses.
Vanessa Sanchez Lopez
Administrative Assistant
8 years of office management experience. Coordinates client communications and documentation while supporting accounting operations with organizational expertise.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial reporting, and tax compliance services tailored to Milwaukee-area businesses.
Do you offer free initial consultations?
Yes, we provide 15-minute no-charge consultations to discuss your tax and accounting needs with our certified professionals.
How does your tax preparation process work?
Clients can upload documents through our secure portal or drop off materials at our office for complete tax preparation handled directly by our CPAs.
What makes your financial planning different?
Our financial planning combines tax expertise with personalized coaching to create actionable strategies for debt reduction, retirement planning, and wealth building.
Are you available for complex tax matters?
Yes, our CPAs handle complex tax situations including audits, international tax issues, and business tax planning with expert guidance.
