Business Details
Certified Public Accountants in Milwaukee, WI
Kohler and Franklin, LLC Certified Public Accountants has served individuals, small and mid-sized businesses, estates, trusts, and litigation support clients since our founding. Located in Bayside, Wisconsin, we specialize in financial statement preparation, income tax services, estate planning, fiduciary entity management, and elder care solutions. Our team of certified professionals brings decades of combined experience in accounting and legal matters, including courtroom testimony in complex financial cases. We maintain membership in the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants, adhering to the highest industry standards. Our services extend to payroll compliance, household employer support, and forensic accounting for legal proceedings.We offer customized solutions for businesses requiring on-site or office-based accounting software implementation. Our litigation support includes court-appointed expert testimony in multiple Wisconsin counties and federal bankruptcy courts. For elder care clients, we provide tailored financial management services ranging from basic bill payment to formal trusteeship arrangements. We also deliver professional education seminars on tax and accounting topics to legal and civic organizations. Our commitment to client satisfaction is demonstrated through personalized service, transparent communication, and continuous adaptation to evolving tax regulations and accounting standards.
Services
Financial Statements
Tax Preparation
Payroll Services
Litigation Support
Elder Care
Household Employers
Highlights and features
- We offer 30+ years of combined CPA experience in tax and accounting matters
- Our team includes attorneys with courtroom testimony experience in 11 Wisconsin counties
- Specialized elder care financial management services with customizable support levels
- We provide household employer compliance solutions including tax registration and filings
- Certified professionals maintaining membership in state and national accounting institutes
Services
Financial Statements
We prepare GAAP-compliant financial statements including balance sheets, income statements, and cash flow statements. Our services help businesses meet regulatory requirements and support financial decision-making. Reports can be generated monthly, quarterly, or annually based on client needs.
Tax Preparation
We handle federal and state tax returns for individuals and businesses, including Forms 1040, 1065, 1120, and 1041. Our team ensures compliance with current tax codes and maximizes available deductions for optimal tax outcomes.
Litigation Support
Our CPAs provide expert financial analysis and courtroom testimony for legal cases. Services include asset tracing, damage calculations, and expert reports for family law matters, civil litigation, and white-collar crime cases.
Elder Care
We offer customized financial management services for elderly clients, including bill payment assistance, asset management, and coordination with care providers. Our services help families ensure proper financial oversight for aging relatives.
Household Employers
We help household employers comply with tax registration requirements and payroll tax obligations. Our services include employee verification, tax filings, and compliance guidance for nannies, housekeepers, and other domestic workers.
People
Julius N. Kohler
Certified Public Accountant
Julius N. Kohler is a licensed CPA with extensive experience in financial reporting and tax compliance. He specializes in working with small businesses and individuals to ensure accurate financial statements and proper tax filings.
David M. Franklin
Certified Public Accountant, Attorney
David M. Franklin combines CPA and legal expertise, with extensive courtroom experience in financial litigation. He has testified in multiple Wisconsin counties and specializes in complex tax and accounting matters requiring legal intervention.
Scott B. Franklin
Certified Public Accountant, Attorney
Scott B. Franklin provides expert accounting and legal services, with specialized experience in bankruptcy court proceedings and family law financial matters. He has testified in federal and state courts across Wisconsin.
Questions
What accounting services do you offer?
We prepare financial statements, handle tax filings, and provide payroll compliance services for businesses and individuals.
Do you handle tax audits?
Yes, we represent clients during IRS and state tax audits and can petition the US Tax Court if needed.
What elder care financial services are available?
We offer customized bill payment assistance, asset management, and formal trusteeship arrangements for elderly clients.
Do you work with household employers?
Yes, we help household employers comply with tax registration requirements and payroll tax obligations.
What litigation support services do you provide?
Our CPAs provide forensic accounting, expert testimony, and financial analysis for legal proceedings.
