Business Details
27 Years
experience
Your Trusted Accounting Partner in Brookfield, WI
DeDecker Wertz CPAs specializes in delivering personalized financial solutions tailored to dynamic business owners. With over 25 years of experience, our firm focuses on individualized service and strategic tax advisory, offering expertise in business tax returns, real estate entity returns, and trust estate returns. Located in Brookfield and Germantown, Wisconsin, we prioritize understanding each client's unique needs to optimize financial outcomes. Our team of seasoned professionals remains vigilant on evolving tax regulations, ensuring clients stay informed and avoid IRS scrutiny. We provide comprehensive bookkeeping, payroll, and financial consulting services, empowering business owners to focus on growth while we handle financial complexities. Our collaborative approach fosters transparency and accountability, streamlining financial management to reduce client burdens.As trusted advisors, we combine down-to-earth service with industry expertise, instilling peace of mind and credibility with regulatory bodies and financial institutions. Our commitment extends beyond numberswe prioritize building relationships and delivering results-driven solutions that align with each client's long-term goals. With a focus on security and innovation, we utilize tools like SafeSend Returns to simplify tax filing while maintaining data protection. For over a quarter-century, DeDecker Wertz CPAs has been a reliable partner for small businesses, entrepreneurs, and professionals seeking expert financial guidance.
Services
Tax Preparation
Business Financial Consulting
Bookkeeping Services
Payroll Accounting
Tax Advisory
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of specialized tax advisory experience for Wisconsin businesses
- Our team provides personalized financial strategies tailored to individual client needs
- We combine CPA expertise with innovative tools like SafeSend Returns for secure filing
- Our collaborative approach ensures complete transparency in financial management
- We prioritize building long-term relationships as trusted financial advisors
Associations and certifications
- CPA
What people say
Expert tax guidance
Personalized solutions
Reliable advisors
25+ years experience
Secure filing process
Services
Tax Preparation & Planning
Our tax preparation and planning services combine deep regulatory knowledge with personalized strategies. We handle federal and state returns for businesses and individuals while implementing proactive tax-saving measures. Our CPA-certified team ensures compliance while optimizing financial outcomes through strategic planning.
Business Financial Consulting
We provide comprehensive financial consulting for business growth. Our services include tax management strategies, capital allocation planning, and investor relations guidance. With expertise in lender negotiations, we help businesses secure funding for expansion and operational improvements.
Bookkeeping & Payroll
Our monthly bookkeeping and payroll solutions maintain accurate financial records while reducing administrative burdens. We manage accounts payable/receivable, payroll processing, and financial reporting to enable business owners to focus on core operations.
SafeSend Returns
This secure digital platform streamlines tax return preparation and e-signature processes. Clients can review documents, receive payment reminders, and store records electronically while maintaining data security through identity verification protocols.
Tax Advisory
We offer ongoing tax advisory services for regulatory compliance and risk mitigation. Our expertise covers business tax returns, real estate entities, and trust estate returns with proactive guidance on evolving tax legislation and audit preparedness.
People
Daniel DeDecker
Founder/CPA
With 25+ years as a CPA, Dan founded the firm to combine personalized service with tax expertise. He specializes in business financial guidance and enjoys helping clients achieve long-term success through strategic planning.
Kayla Potter
CPA
Kayla specializes in individual and business tax solutions. She holds a Master's in Professional Accounting and stays current with tax law changes to deliver exceptional service while enjoying Wisconsin's outdoor activities.
Sam DeDecker
Accounting Associate
Sam brings business administration expertise and is pursuing CPA certification. With international experience and a passion for client service, Sam balances work with global travel and office mascot duties.
Deb Kuzma
Administrative Professional
Deb contributes 40 years of administrative expertise with precision in organization and project management. Semi-retired but dedicated, she enjoys Wisconsin sports and outdoor activities with her husband.
Kristie Kapitanski
Administrator
Kristie transitions from marketing to accounting with 20 years of creative experience. She values client relationships and enjoys Wisconsin sports while balancing family time with her two cats.
Questions
What accounting services do you offer for Wisconsin businesses?
We provide tax preparation, financial consulting, bookkeeping, payroll services, and tax advisory solutions tailored to Wisconsin businesses and professionals.
How does SafeSend Returns simplify tax filing?
SafeSend Returns enables secure electronic filing with identity verification. Clients can review, sign, and store tax documents digitally from any device while receiving payment reminders.
Are you available for in-person meetings?
Yes, we offer both in-person meetings at our Brookfield office and virtual consultations via Zoom to accommodate client preferences.
How do you handle source document submission?
Clients submit source documents electronically through our secure system, and we return physical documents via separate mailings after processing.
What makes your firm different from other accounting services?
We combine 25+ years of CPA expertise with personalized service, innovative digital tools, and deep understanding of Wisconsin business needs to deliver strategic financial solutions.
