Business Details
Trusted Tax Planning & Preparation Services in Wichita
At Hanneman CPA PA, we provide quality, personalized tax planning and preparation services tailored to individuals and businesses. Our team combines expertise, experience, and a collaborative approach to ensure every client receives meticulous attention and analysis. With a commitment to high standards and a strong work ethic, we build lasting relationships by delivering reliable solutions that meet evolving tax regulations. Our focus extends beyond compliance to proactive strategies that minimize tax liability, maximize deductions, and align with long-term financial goals. By staying current with federal and state tax laws through continuous education, we ensure clients never miss critical credits or deductions.As trusted advisors, we prioritize transparency, ethical practices, and clear communication to support informed financial decisions. Our success is measured by the confidence and loyalty of clients who return year after year. Located in Wichita, Kansas, we serve a diverse clientele with the same dedication to excellence that defines our practice. Whether navigating individual tax challenges or optimizing business tax strategies, we are committed to elevating financial success through personalized service.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning
Highlights and features
- We specialize in individual and business tax services with CPA-certified expertise.
- Our team prioritizes proactive tax planning to minimize client liabilities.
- We maintain compliance with evolving federal and state tax regulations.
- Clients benefit from personalized strategies tailored to financial goals.
- Established reputation for accuracy, reliability, and client-focused service.
Services
Individual Tax Preparation
Our individual tax preparation service ensures accurate filings while maximizing eligible deductions and credits. We specialize in handling complex personal financial scenarios, including self-employment income, investment portfolios, and retirement planning. Clients receive strategic guidance to optimize refunds and prepare for future tax obligations through year-round advisory support.
Business Tax Preparation
We handle comprehensive business tax needs including entity selection, quarterly filings, and payroll tax compliance. Our team develops customized strategies to reduce corporate liabilities while maintaining strict adherence to regulatory requirements. Services include financial statement preparation, cash flow analysis, and multi-jurisdictional tax filings for growing enterprises.
Tax Planning
Our proactive tax planning identifies savings opportunities through retirement accounts, investment structuring, and liability deferral strategies. We analyze current financial positions to implement year-round planning that minimizes tax exposure. Specialized services include Roth IRA conversion timing and tax-efficient estate planning to preserve wealth across generations.
People
Brad Hanneman
CPA
Brad Hanneman brings decades of accounting expertise to our practice, specializing in strategic tax planning and business financial optimization. His commitment to client success drives our firm's advisory approach.
Drew Rooks
CPA
Drew Rooks focuses on individual tax compliance and complex return preparation, ensuring clients maximize deductions while maintaining regulatory compliance through proactive financial strategies.
Karen Montiel
CPA
Karen Montiel specializes in business tax solutions, helping companies optimize deductions, manage cash flow, and implement effective year-round tax strategies for sustainable growth.
Dana Johnson
Office Manager
Dana Johnson oversees daily operations, ensuring seamless client service delivery and maintaining our commitment to accuracy and personalized attention for every client interaction.
Donna Willoughby
CPA
Donna Willoughby provides expertise in retirement planning and tax-deferred investment strategies, helping clients build long-term financial security through optimized tax-savings approaches.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, deduction optimization, estimated tax calculations, and refund tracking for personal financial success.
How do you support business tax compliance?
We handle federal/state filings, entity structuring, tax planning, and deadline management to minimize penalties and maximize business savings.
Can you help with year-round tax planning?
Yes, we develop long-term strategies for retirement contributions, tax-deferred investments, and Roth IRA conversions to reduce future liabilities.
What sets your firm apart from other CPAs?
We combine CPA expertise with personalized service, proactive compliance, and tailored strategies for both immediate and future financial benefits.
