Business Details
Your Trusted Milwaukee Area CPA Firm
At Mitz & Rozansky, we have dedicated ourselves to building strategic relationships with clients through personalized accounting solutions. For over five decades, our firm has prioritized individualized attention, combining technical expertise with proactive financial guidance. Our team delivers comprehensive services spanning tax planning, business valuation, and operational support, tailored to both personal and corporate needs. We emphasize continuous education to stay current with evolving tax laws and technological advancements, ensuring our clients receive up-to-date advice. Our approach integrates the entire staff into client relationships, providing multidisciplinary insights that address complex financial challenges.From entity selection to litigation support, we focus on creating customized strategies that align with each client's unique circumstances. Our QuickBooks ProAdvisor-certified professionals offer specialized software implementation and cloud-based solutions, streamlining accounting processes. With a legacy of trust built over decades, we serve as both advisors and partners, committed to safeguarding our clients' financial futures while maintaining the highest standards of professionalism and ethical practice.
Services
Tax Preparation
Business Valuation
QuickBooks Support
Retirement Planning
Entity Selection
Cash Management
Litigation Support
Cloud-Based Accounting
Estate Planning
Mergers & Acquisitions
Highlights and features
- We offer 50+ years of experience in personalized accounting services.
- Our team includes ABV-certified valuation experts.
- We provide cloud-based QuickBooks implementation and support.
- Our staff maintains continuous education in tax regulations and software.
- We serve as outsourced accounting departments for businesses.
Associations and certifications
- Accredited in Business Valuation (ABV)
- QuickBooks ProAdvisor
Services
Business Valuation
Our ABV-certified professionals conduct detailed valuations combining quantitative analysis with qualitative factors. We provide accurate assessments for mergers, estate planning, and litigation support. Our process includes comprehensive data analysis, industry comparisons, and customized reporting tailored to specific needs.
Tax Planning
We develop customized tax reduction strategies aligned with long-term financial goals. Our services cover individual and corporate tax optimization, compliance, and implementation of the latest regulatory changes. We focus on minimizing liabilities while ensuring adherence to evolving tax codes.
QuickBooks Support
Certified ProAdvisors provide implementation, training, and cloud-based solutions for QuickBooks. We optimize software functionality for business operations, including system integration, reporting customization, and remote accounting department support.
Retirement Planning
We create personalized retirement strategies focusing on tax-efficient savings and asset protection. Our approach combines investment guidance with comprehensive financial planning to ensure long-term security and estate preservation.
Mergers & Acquisitions
We guide companies through merger processes with valuation analysis, due diligence, and integration planning. Our expertise includes succession strategies, tax implications, and operational restructuring for seamless business transitions.
People
Steve Rozansky
Shareholder
ABV-certified valuation expert with 35+ years of experience. Specializes in business valuations, tax planning, and litigation support. Leads firm marketing initiatives and mentors staff while maintaining active client relationships.
Questions
What accounting services do you offer?
We provide tax preparation, business valuation, QuickBooks support, retirement planning, entity selection, cash management, and litigation support services.
Are you certified QuickBooks ProAdvisors?
Yes, our team includes certified QuickBooks ProAdvisors offering software implementation, training, and cloud-based solutions.
How do you handle business valuations?
Our ABV-certified experts use data analysis and industry comparisons to deliver accurate valuations for mergers, estate planning, and litigation purposes.
Do you serve businesses outside Milwaukee?
While based in Glendale, we primarily serve clients throughout Southeastern Wisconsin with remote accounting capabilities.
Can you assist with cloud-based accounting?
Yes, we offer cloud-based QuickBooks solutions for remote access, real-time financial management, and secure data storage.
How long have you been in business?
Our firm has provided accounting services for over 50 years, with some client relationships spanning four decades.
