Business Details
Your Trusted Partner for Accounting & Tax Solutions in Wisconsin
At JRM CPAs, we redefine expectations of an accounting and tax partner by combining decades of regional firm experience with a personalized, client-centric approach. Our team delivers thought-leading advice while maintaining the flexibility and pragmatic Midwestern values our clients trust. We prioritize work-life balance, community involvement, and ethical business practices, ensuring our clients receive both technical expertise and genuine care.Our proactive problem-solving methodology and commitment to quality position us as more than tax plannerswe are strategic financial partners dedicated to our clients' success. With services tailored to businesses of all sizes, from sole proprietorships to multi-state corporations, we adapt to your needs rather than imposing a one-size-fits-all solution.
Services
Accounting
Payroll
Assurance
Business Advising
Tax Planning
Highlights and features
- We combine decades of regional accounting experience with personalized service.
- Our team offers strategic business advising beyond standard transactional relationships.
- We provide tailored payroll solutions matching national providers' capabilities.
- Our assurance services include detailed financial reporting with actionable insights.
- We maintain ethical practices and community-focused values in all operations.
What people say
Outstanding payroll services
High level of care
Excellent service
Knowledgeable team
Focus on growth
Services
Accounting Services
We handle time-consuming accounting tasks including bank reconciliation, financial statement preparation, accounts payable/receivable management, and QuickBooks training. Our services support businesses of all sizes, from startups to multi-state corporations, ensuring accurate financial records while allowing clients to focus on growth. Our team adapts to your specific business needs rather than applying generic solutions.
Payroll Services
Our customized payroll solutions include online data entry, direct deposit, tax reporting, employee benefits tracking, and union reporting. We offer both traditional and digital payroll options with features matching national providers, eliminating the need for third-party services. Our system handles time-off accruals, retirement tracking, and FICA tip credits while ensuring compliance with tax regulations.
Tax Planning
We provide comprehensive tax planning for individuals and businesses, including entity selection, merger/acquisition strategies, and real estate transaction planning. Our team stays current with tax law changes to minimize liabilities through efficient structuring. Services include IRS representation, sales tax research, and year-round planning aligned with corporate strategies and compliance requirements.
Assurance Services
Our assurance services offer two levels of financial reporting: compilation and review. Compilations organize financial data into statements without formal assurance, while reviews provide limited assurance through analytical procedures. We deliver detailed insights beyond routine reporting, helping privately held companies maintain accurate financial records and meet regulatory expectations through transparent communication.
Business Advising
We provide strategic business advisory services covering financial planning, risk management, internal controls, and cash flow management. Our team assists with system implementation, staff training, and external auditor representation. By understanding clients' unique challenges, we deliver tailored solutions for business growth, including financing strategies, cost management, and operational efficiency improvements.
People
Edward R. Jaekel
CPA Partner
Certified Public Accountant with extensive experience in tax and accounting services. Focuses on delivering personalized financial solutions while maintaining ethical standards and client trust.
Gregory S. Marso
CPA, MBT Partner
Specializes in tax planning and business advisory services with a master's in taxation. Committed to providing strategic financial guidance tailored to client needs.
Aaron M. Youngerberg
CPA Partner
Experienced accountant offering comprehensive tax compliance and advisory services. Focuses on building long-term client relationships through reliable, personalized financial strategies.
Dan Kusilek
CPA Partner
Dedicated to delivering accurate accounting solutions and tax planning expertise. Emphasizes client education and proactive financial management for business success.
Amy Neumeister
Accountant
Provides detailed accounting and payroll support with a focus on accuracy and client satisfaction. Experienced in managing complex financial transactions and reporting requirements.
Questions
What accounting services do you offer for small businesses?
We provide bank reconciliation, financial statement preparation, accounts payable/receivable management, and QuickBooks training tailored to small business needs.
How do your payroll solutions differ from national providers?
We offer equivalent services without requiring additional third-party providers, combining personalized support with comprehensive payroll processing features.
What tax planning services are available for corporations?
Our corporate tax services include entity selection, merger/acquisition strategies, real estate transaction planning, and compliance with federal/state regulations.
How do you handle assurance services for private companies?
We offer compilation and review services that provide financial reporting with varying assurance levels while maintaining transparent communication throughout the process.
What business advisory services help with growth strategies?
We provide strategic planning, risk management, internal control implementation, and financing strategies tailored to your business's specific growth objectives.
