Business Details
Expert Accounting Services in Waukesha, WI
Walkowicz, Boczkiewicz & Co., S.C. & Co., S.C. has served as a trusted financial partner for over four decades, dedicated to helping individuals and businesses achieve long-term financial success. Our team of certified professionals combines deep industry expertise with personalized service to navigate complex tax regulations, optimize accounting processes, and provide strategic advisory solutions. With a focus on proactive planning and meticulous attention to detail, we empower clients to make informed decisions that enhance financial viability. Our commitment to excellence is reflected in our 40-year track record of building lasting relationships through transparency, integrity, and results-driven service.We specialize in tax management, audit services, cash flow analysis, and entity restructuring, tailored to meet the unique needs of each client. Backed by extensive experience and a client-first philosophy, we deliver actionable insights that drive business growth and personal financial security. Our firm remains at the forefront of evolving financial standards, ensuring clients receive up-to-date, compliant solutions. This dedication to quality has solidified our reputation as a leader in the Waukesha business community.
Services
Tax Management
Audit Services
IRS Representation
QuickBooks Assistance
Cash Flow Analysis
Entity Selection
Financial Projections
Bookkeeping
Accounting Software Support
Business Succession Planning
Highlights and features
- We have over 40 years of experience serving the Waukesha business community.
- Our team includes certified CPAs with specialized expertise in tax and accounting.
- We offer personalized service tailored to individual and business client needs.
- Competitive rates with a focus on maximizing client financial benefits.
- Free initial consultation to assess and address specific financial goals.
Services
Tax Management
Our tax management services help individuals and businesses minimize liabilities while maximizing financial opportunities. We provide comprehensive tax return preparation, strategic planning, and compliance guidance tailored to evolving regulations. With expertise in federal and state tax laws, we ensure clients receive optimal deductions and credits while maintaining full compliance.
Audit Services
We deliver high-level audit services in accordance with Generally Accepted Auditing Standards. Our team performs detailed financial statement examinations, internal control assessments, and verification procedures to ensure accuracy and regulatory compliance. Clients receive actionable insights to improve financial reporting processes and strengthen business decision-making frameworks.
IRS Representation
Professional IRS representation protects clients during audits and tax disputes. We handle all communications with tax authorities, resolve compliance issues, and negotiate settlements when needed. Our experience with federal and state tax matters ensures clients receive expert guidance to address audit concerns and minimize potential penalties.
QuickBooks Assistance
Our QuickBooks specialists provide training, setup, and ongoing support to optimize accounting processes. We help businesses implement efficient bookkeeping systems, generate accurate financial reports, and maintain proper software configurations. This service ensures clients maximize the value of their accounting technology while maintaining compliance with financial standards.
Cash Flow Analysis
We develop customized cash flow management strategies to improve business liquidity and financial stability. Through detailed budgeting analysis, forecasting, and expense optimization, we help clients maintain healthy cash reserves. This service enables businesses to make informed financial decisions and prepare for future growth opportunities.
People
Edward J. Walkowicz
Partner
Edward J. Walkowicz, CPA, is a partner with over 30 years of experience in accounting and tax services. He specializes in business advisory and financial planning for local enterprises.
Valorie A. Boczkiewicz
Partner
Valorie A. Boczkiewicz, CPA, focuses on audit services and financial reporting. With extensive experience in public accounting, she provides strategic guidance to businesses in compliance and financial management.
Roxann V. Cowan
Partner
Roxann V. Cowan, CPA, specializes in tax planning and business advisory services. She brings expertise in helping clients navigate complex tax regulations and optimize financial strategies.
William A. Silvers
Partner
William A. Silvers, CPA, focuses on accounting systems implementation and business process improvement. He assists clients in developing efficient financial operations and compliance frameworks.
Wendy L. Hanson
Principal
Wendy L. Hanson serves as Principal, providing tax compliance and advisory services. Her expertise includes individual and corporate tax planning with a focus on maximizing client financial benefits.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, tax planning, and business advisory services tailored to small business needs.
Do you help with IRS audit representation?
Yes, our team offers professional IRS representation to guide clients through audits and resolve tax compliance issues.
Can you assist with QuickBooks setup and training?
We offer QuickBooks installation, configuration, training, and ongoing support to optimize accounting processes for businesses.
What tax services are available for individuals?
We provide comprehensive tax return preparation, strategic planning, and compliance services to maximize deductions for individuals.
How do you handle financial projections for businesses?
Our financial forecasting services analyze market trends and business data to create accurate projections for strategic planning.
What sets your firm apart from other accounting services?
We combine 40+ years of local experience with personalized service and certified professionals to deliver tailored financial solutions.
