Business Details
Trusted Accounting & Tax Advisors in Mt. Pleasant, WI
At Berkley, Iselin & Lotz, SC, we combine professionalism, responsiveness, and quality to deliver tailored accounting and tax solutions for individuals, businesses, and nonprofits. Founded on decades of collective experience, our team of certified public accountants brings local insight and national expertise to every engagement. We specialize in tax planning, financial reporting, business advisory, and succession planning, emphasizing clear communication and actionable insights.Our commitment to transparency ensures clients receive straightforward value with no hidden fees. Recognized for excellence, including the WICPA 2025 CPA in Public Accounting Excellence Award, we prioritize long-term relationships and strategic growth. Whether you're a small business owner, executive, or individual taxpayer, we provide the clarity and confidence needed to navigate complex financial landscapes successfully.
Services
Individual Tax Preparation
Small Business Accounting
Bookkeeping Services
Payroll Services
Business Advisory
Financial Planning
Succession Planning
New Business Formation
Tax Preparation
Tax Planning
Highlights and features
- Wisconsin roots with national expertise in tax and accounting.
- Assurance through compliance, clarity, and precision.
- Transparent pricing with no hidden fees.
What people say
Great resource
Tremendous precision
Knowledgeable and trustworthy
Excellent accountant
Patient professionals
Services
Individual Tax Preparation
Comprehensive tax preparation services tailored to individuals, ensuring compliance and maximizing deductions. Our team minimizes liabilities while providing clear guidance on retirement, estate, and wealth planning. Clients benefit from accurate filings and strategic advice to build a secure financial future.
Small Business Accounting
Expert financial reporting and tax compliance for small businesses, including cash flow management and profitability analysis. We offer outsourced CFO services and modern software solutions, enabling owners to focus on growth while maintaining financial clarity and regulatory adherence.
Payroll Services
Stress-free payroll solutions with direct deposit, tax form preparation, and compliance support. Our dedicated specialists ensure accurate, timely payroll processing, reducing administrative burdens and allowing businesses to concentrate on operational priorities without tax-related risks.
Succession Planning
Strategic planning for business continuity, including succession strategies for family-owned enterprises. We assist with leadership transitions, ownership transfers, and value-building initiatives, ensuring long-term stability and legacy preservation through tailored advisory services.
Tax Planning
Proactive year-round tax strategies to reduce liabilities and optimize financial outcomes. Services include credit and deduction maximization, IRS-compliant recordkeeping, and retirement plan analysis, helping clients retain more income while preparing for future tax obligations.
People
Darlene M. Lotz
CPA
A dedicated CPA with over 30 years of experience, Darlene specializes in small business advisory and tax strategy, offering actionable insights. She received the WICPA 2025 CPA Excellence Award for her integrity and mentorship.
Mark Leeder
CPA
Mark focuses on tax planning and compliance, helping clients minimize liabilities while maintaining cash flow. He collaborates closely with financial teams to develop tailored strategies for short- and long-term business goals.
Rick Kutch
CPA
With nearly three decades of experience, Rick provides expert tax and advisory services, emphasizing regulatory compliance and strategic growth. His technical expertise supports clients in navigating complex financial environments with confidence.
Questions
What accounting services do you offer for small businesses?
We provide financial reporting, tax compliance, cash flow management, outsourced CFO services, and business advisory to help small businesses grow and maintain regulatory compliance.
Can you assist with individual tax planning and preparation?
Yes, we offer personalized tax planning, retirement strategy, and preparation services to minimize liabilities while ensuring compliance with federal and state regulations.
Do you provide payroll solutions for businesses?
Yes, we offer comprehensive payroll processing with direct deposit, tax filings, and W-2/1099 reporting to ensure accuracy and compliance.
How can succession planning benefit my business?
Succession planning ensures business continuity by preparing leadership transitions, ownership transfers, and legacy preservation strategies tailored to your business needs.
What areas do you serve?
Based in Mt. Pleasant, Wisconsin, we serve local businesses and individuals nationwide with virtual advisory and compliance services.
