Business Details
Your Trusted CPA for Accounting & Tax Solutions in Burlington
Schuerman Kevin P Cpa, is a dedicated accounting firm committed to delivering exceptional service through professionalism, responsiveness, and quality. With decades of combined experience, our team provides personalized financial solutions for individuals, businesses, and nonprofit organizations. We specialize in tax preparation, financial planning, forensic accounting, and QuickBooks support, ensuring clients receive accurate, compliant, and strategic guidance.Our focus on client-centric service has established us as a trusted advisor in Burlington, WI, and surrounding areas. We prioritize transparency, ethical standards, and continuous education to adapt to evolving tax laws and industry challenges. By combining technical expertise with a proactive approach, we empower clients to achieve long-term financial success and peace of mind.
Services
Tax Preparation
Financial Planning
IRS Audit Representation
QuickBooks Setup
Estate Planning
Forensic Accounting
Business Valuation
Cryptocurrency Accounting
Payroll Services
Succession Planning
Highlights and features
- We offer 30+ years of CPA expertise in tax and accounting services.
- Our personalized approach ensures tailored financial strategies for every client.
- We specialize in resolving complex IRS and tax compliance issues.
- We provide certified QuickBooks setup and training for business efficiency.
- Our team maintains rigorous continuing education to stay ahead of tax law changes.
What people say
IRS audit help
QuickBooks setup
Knowledgeable staff
Tax savings
Responsive service
Services
Tax Preparation
We provide accurate and compliant tax preparation for individuals and businesses, maximizing deductions while ensuring adherence to federal and state regulations. Our team stays current with evolving tax laws to minimize liabilities and optimize returns. Clients benefit from personalized guidance to navigate complex filings with confidence.
IRS Audit Representation
Our firm offers expert representation during IRS audits, leveraging deep knowledge of tax code to protect client interests. We handle communication, documentation, and negotiations with tax authorities, reducing stress and ensuring proper resolution. Proactive strategies are implemented to prevent future audit risks.
QuickBooks Setup
We specialize in configuring QuickBooks for businesses, ensuring proper setup for efficient financial management. Services include customization, data migration, and staff training to streamline accounting processes. Our support helps businesses leverage technology for accurate bookkeeping and reporting.
Estate Planning
Our estate planning services simplify complex legal and tax considerations for asset distribution. We create tailored strategies to minimize estate taxes, establish trusts, and ensure smooth wealth transfer. Clients receive compassionate guidance to protect their legacy and family interests.
Business Valuation
We deliver precise business valuations for mergers, acquisitions, or succession planning. Using industry-specific methodologies, we assess financial health and market position to determine accurate valuations. This service supports informed decision-making for business owners and stakeholders.
People
Kevin P. Schuerman
CPA
Kevin P. Schuerman is a licensed Certified Public Accountant with over 30 years of experience in tax and financial services. He specializes in IRS compliance, QuickBooks solutions, and strategic financial planning for individuals and businesses.
Questions
What tax services do you offer for individuals?
We provide complete individual tax preparation, including income tax, retirement planning, and IRS audit representation.
Can you help businesses with QuickBooks setup?
Yes, we offer customized QuickBooks setup, training, and ongoing support for businesses of all sizes.
Do you handle complex tax issues like IRS liens?
Our team specializes in resolving IRS liens, levies, wage garnishments, and tax debt negotiation.
What accounting services are available for small businesses?
We offer bookkeeping, payroll processing, financial statement preparation, and part-time CFO services for small businesses.
Do you provide financial planning for retirement?
Yes, we create personalized retirement plans considering tax implications, investment strategies, and estate planning needs.
