Business Details
Certified Accounting Services in Southeastern Wisconsin
At Mitz & Rozansky, we have dedicated over five decades to building lasting relationships with our clients through personalized accounting services. Our team combines technical expertise with hands-on support to address both immediate financial needs and long-term strategic goals for individuals and businesses. We prioritize continuous education to stay current with evolving tax regulations, accounting standards, and technological advancements, ensuring our clients receive up-to-date guidance. Our comprehensive approach integrates tax planning, business valuation, and operational consulting, supported by certified professionals including QuickBooks Pro Advisors. We serve clients across Southeastern Wisconsin from our Glendale office, offering tailored solutions for tax compliance, retirement planning, entity selection, and litigation support.Our commitment to excellence is demonstrated through our Accredited in Business Valuation (ABV) credential and a proven track record of delivering accurate, actionable financial insights. We maintain transparency in all communications, focusing on minimizing tax liabilities while maximizing financial security for our clients. Our staff collaborates as a unified team to provide consistent, reliable service backed by decades of collective experience. We actively engage with clients to understand their unique circumstances, whether managing cash flow systems or navigating complex estate planning scenarios. This dedication to personalized service has earned us the trust of clients who value our expertise and integrity in every financial matter we handle.
Services
Tax Preparation
Business Valuation
QuickBooks Support
Retirement Planning
Entity Selection
Estate Planning
Cash Management
Litigation Support
Highlights and features
- Over 50 years of personalized accounting experience
- Accredited in Business Valuation (ABV) credential holders
- Certified QuickBooks Pro Advisors on staff
- Comprehensive tax and financial planning services
- Proven expertise in litigation support and business valuations
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Business Valuation
Our Accredited in Business Valuation (ABV) professionals provide comprehensive business valuations for mergers, estate planning, and litigation support. We combine quantitative analysis with qualitative assessments to deliver accurate valuations tailored to your specific needs. Services include detailed reporting for tax purposes, succession planning, and family law property division.
Tax Planning
We develop customized tax planning strategies to minimize liabilities while ensuring compliance with evolving regulations. Our services cover individual and corporate tax returns, year-end planning, and guidance on the TCJA, CARES Act, and SECURE Act implications. We help clients implement tax-efficient retirement and estate plans.
QuickBooks Support
Certified QuickBooks Pro Advisors provide implementation, training, and ongoing support for cloud-based and desktop accounting solutions. We help businesses optimize their accounting systems for improved cash management, reporting accuracy, and operational efficiency across various industry-specific platforms.
Retirement Planning
Our team assists with creating retirement strategies that protect assets and minimize tax exposure. We integrate estate planning considerations and help clients navigate investment decisions, pension management, and tax-efficient withdrawal strategies to achieve long-term financial security.
Entity Selection
We guide businesses through selecting optimal legal structures considering tax implications, liability protection, and operational needs. Services include entity formation documentation, compliance filings, and ongoing advisory support to ensure alignment with evolving business objectives.
People
Steve Rozansky
Certified Public Accountant
Steve Rozansky holds the Accredited in Business Valuation (ABV) credential from AICPA. With over a decade of valuation experience, he specializes in business valuations for estate planning, mergers, and litigation support. His expertise includes analyzing financial data to determine fair market values and providing expert testimony in financial matters.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, business valuation, entity selection, cash management systems, and operational consulting tailored to small businesses in Southeastern Wisconsin.
Do you offer QuickBooks support?
Yes, our certified QuickBooks Pro Advisors offer implementation, training, and ongoing support for cloud-based and desktop accounting solutions.
How can you help with tax planning?
We develop strategies to minimize tax liabilities using current regulations, including guidance on TCJA, CARES Act, and SECURE Act provisions for individuals and businesses.
What valuation services do you provide?
We offer business valuations for mergers, estate planning, family law cases, and litigation support using accredited methodologies and detailed financial analysis.
Are you available for in-person consultations?
Yes, we offer no-obligation in-person consultations at our Glendale, WI office for all accounting and financial planning services.
