Business Details
31 Years
experience
Your Trusted Tax and Accounting Partner in Southwest Wisconsin
Since 1995, our firm has dedicated itself to providing comprehensive tax and accounting solutions for individuals and businesses in Southwest Wisconsin. Our team of certified professionals combines decades of collective experience with continuous education to stay ahead of evolving tax regulations. We prioritize transparent communication and technological innovation to ensure clients maintain full visibility over their financial matters.Our hands-on approach to bookkeeping, payroll management, and strategic tax planning has earned us long-term relationships with clients who value our commitment to their financial success. We operate from two convenient locations in Boscobel and Platteville, serving the region with personalized attention and proven expertise.
Services
Tax Preparation
Bookkeeping Services
Financial Statements
Payroll Management
Business Entity Selection
IRS Representation
Notary Services
Details
- Year established: 1995
Highlights and features
- We have over 25 years of experience serving Southwest Wisconsin clients.
- Our team includes certified professionals with specialized tax expertise.
- We maintain transparent communication throughout all financial processes.
- We implement current technology for efficient, accurate accounting solutions.
- We offer personalized service with multi-generational client relationships.
Associations and certifications
- Enrolled Agent (EA)
- Certified Public Accountant (CPA)
- Certified QuickBooks ProAdvisor
What people say
Fast and accurate
Very friendly
Highest quality assistance
Explained everything in detail
Saved me money
Services
Tax Preparation
We prepare individual and business tax returns using current software and research tools. Our certified professionals ensure compliance with federal and state regulations while maximizing refunds. Services include income tax, sales tax, and multi-jurisdictional filings for corporations, trusts, and nonprofits.
Bookkeeping Services
Our team maintains accurate financial records and monthly payroll processing. We offer write-up services, financial statement preparation, and compilation reports for internal decision-making. Clients receive organized records to support business operations and tax compliance.
Business Entity Selection
We guide clients through choosing optimal business structures including sole proprietorships, S corporations, and LLCs. Our analysis considers long-term tax implications and business goals to ensure clients make informed decisions about their company's legal structure.
IRS Representation
We represent clients during tax authority audits and collections. Our experience with federal and state agencies ensures proper documentation submission and negotiation of payment plans when needed, minimizing clients' compliance risks.
QuickBooks Services
As Certified QuickBooks ProAdvisors, we provide software setup, training, and reporting solutions. Our services help businesses implement efficient accounting systems and generate accurate financial reports for better decision-making.
People
De Anne Chappell
Senior Tax Accountant
With over 25 years of experience, De Anne specializes in tax preparation and planning. She holds multiple certifications including Enrolled Agent and Accredited Tax Professional, ensuring clients receive expert guidance for their financial needs.
Shelly Heer
Certified Public Accountant
Shelly provides comprehensive accounting services with expertise in QuickBooks implementation. Her CPA certification and ProAdvisor status help businesses streamline financial operations while maintaining compliance with regulatory requirements.
Regina Wagner
Senior Tax Accountant
Regina specializes in complex tax situations with her Enrolled Agent certification. She focuses on accurate tax preparation and representation, helping clients navigate challenging IRS and state tax authority interactions.
Mary Ellenbolt
Senior Tax Accountant
Mary brings extensive experience in individual and business tax preparation. Her attention to detail ensures clients maximize deductions while maintaining compliance with current tax laws and regulations.
Christy McCartney
Senior Tax Accountant
Christy specializes in tax planning strategies that minimize liabilities. Her expertise helps clients implement proactive financial solutions aligned with both short-term needs and long-term objectives.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, financial statements, payroll processing, business entity selection, IRS representation, and QuickBooks support for individuals and businesses.
How long have you served Southwest Wisconsin?
Our firm has provided accounting services since 1995, maintaining offices in Boscobel and Platteville to better serve local clients.
Do you offer appointment scheduling?
We operate by appointment with flexible scheduling options. Clients receive reminders and can contact us directly for urgent questions.
What certifications do your staff hold?
Our team includes Enrolled Agents, Certified Public Accountants, and Certified QuickBooks ProAdvisors who maintain ongoing professional education.
How do you handle complex tax situations?
Our certified professionals have experience with multi-jurisdictional filings, business tax planning, and IRS representation to resolve complex tax matters effectively.
