Business Details
Your Trusted Milwaukee CPA Firm for Accounting & Tax Solutions
DWT Tax & Accounting has served as a trusted Milwaukee-based CPA firm dedicated to empowering small businesses and individuals through comprehensive financial solutions. With decades of combined experience, our team specializes in accounting, bookkeeping, tax preparation, and strategic business advisory services tailored to the unique needs of local businesses. We prioritize personalized attention, leveraging our expertise in QuickBooks integration, incorporation planning, and IRS problem resolution to help clients optimize cash flow, minimize tax liabilities, and achieve long-term growth.Our commitment to transparency and client education ensures businesses maintain clear financial visibility while focusing on operational success. Backed by certifications from the American Institute of CPAs and Wisconsin Institute of CPAs, we deliver actionable insights that transform financial management into a strategic advantage for law firms, real estate professionals, and consumer service providers across the Milwaukee Metropolitan area.
Services
Accounting Services
Tax Preparation
QuickBooks Support
Business Incorporation
Outsourced Accounting
Highlights and features
- We offer 25+ years of CPA expertise in tax optimization and business advisory services
- Our team includes Certified QuickBooks ProAdvisors for seamless software integration
- We provide IRS representation to resolve tax debt issues efficiently
- Personalized financial strategies tailored to Milwaukee's local business landscape
- Free initial consultations available for both individuals and businesses
Services
Accounting Services
Our accounting services provide small businesses with comprehensive financial management solutions including cash flow analysis, financial statement preparation, and payroll processing. We help Milwaukee-area businesses maintain accurate records while optimizing financial operations through customized reporting and budgeting strategies. Our experienced CPAs ensure compliance with tax regulations while identifying opportunities for cost savings and operational efficiency.
Tax Preparation
We specialize in business and individual tax preparation services that maximize deductions while ensuring compliance with federal and state regulations. Our Milwaukee CPAs handle corporate, LLC, and S Corp tax returns, along with multi-state filings and expatriate tax services. We develop year-round tax strategies to minimize liabilities and help clients avoid common filing errors that could trigger audits.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer complete software solutions including setup, training, and ongoing support. Our services help businesses optimize QuickBooks for daily operations through customized chart of accounts, report generation, and data cleanup. We provide troubleshooting assistance and regular system reviews to ensure accurate financial tracking and reporting for Milwaukee businesses.
Business Incorporation
We guide new businesses through entity selection and incorporation processes, helping clients choose between LLC, S Corp, and C Corp structures based on their specific needs. Our services include business plan development, QuickBooks setup, and tax strategy implementation to establish optimal financial foundations for long-term success in Milwaukee's competitive market.
Outsourced Accounting
Our outsourced accounting services handle time-consuming financial tasks including accounts payable/receivable, bank reconciliations, and monthly reporting. Milwaukee businesses benefit from cost-effective solutions that provide accurate financial visibility through regular balance tracking and comprehensive financial statements prepared by experienced CPAs.
People
David W. Tepper
Partner
David has practiced public accounting for over 25 years, specializing in financial and tax services for diverse businesses. He holds a Masters Degree in Professional Accounting from the University of Wisconsin and is a member of AICPA and WICPA.
John W. Ludolph
Partner
John joined DWT Tax & Accounting in 2010 after completing his Masters degree at UW-Milwaukee. As a CPA, he focuses on tax and accounting services for small to medium businesses while maintaining active involvement in firm operations.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, financial statements, cash flow analysis, payroll processing, and QuickBooks integration tailored to Milwaukee small businesses' specific needs.
Do you offer free consultations for new clients?
Yes, we offer free initial consultations to both individuals and businesses to discuss their specific accounting, tax, and financial planning requirements.
How can you help with IRS tax problems?
Our CPAs specialize in IRS problem resolution, including negotiating tax debt settlements and helping clients resolve outstanding tax issues through appropriate payment plans or offers in compromise.
What industries do you specialize in?
We serve law firms, real estate professionals, consumer service businesses, and professional service providers throughout the Milwaukee Metropolitan area with industry-specific accounting solutions.
Do you provide QuickBooks support?
Yes, as Certified QuickBooks ProAdvisors we offer software setup, training, and ongoing support to help Milwaukee businesses maximize their accounting efficiency through optimized QuickBooks implementation.
How can outsourcing accounting benefit my business?
Outsourcing provides cost-effective access to expert accounting services, reduces overhead costs, ensures accurate financial reporting, and allows business owners to focus on core operations while we handle financial management tasks.
