Small Business


  • Tax Planning and Preparation
  • Accounting Software Evaluation and Help
  • Quickbooks Installation
  • Government Payroll Reporting
  • Performance and Profitability Analysis
  • Financial Troubleshooting

Who We Serve

  • Individuals with Small Businesses
  • Limited Liability Companies
  • S-Corporations
  • Partnerships
  • Small Businesses in Southern Wisconsin

How We Serve

  • Individuals and businesses engage us to e-file tax returns and to plan tax strategies in more than 25 States in the U.S. and in several foreign countries.
  • Business and ministry clients employ us to help solve key financial management challenges, including compensation planning and compliance, accounting issues, and myriad practical issues facing every organization trying to operate efficiently and ethically.

Our secure client portal, ShareFile, allows our clients to access their tax return and key documents from anywhere at anytime. They upload tax documents on the portal and forego “snail” mailing them to us. They review their tax returns and authorize e-filing in an efficient manner.

We help to implement relevant, cost-saving compensation strategies in business and ministry. We use collaboration software to view clients’ QuickBooks accounting applications on screen. From a distance, we train people to use QuickBooks and we solve problems that may be overwhelming them. As Certified Public Accountants we enjoy a breadth of experience and training valuable to businesses and ministries who find opportunities and challenges in their day-to-day operations and in their visions for the future.