Business Details
Trusted Accounting and Tax Services in Menomonee Falls
Tax Management is committed to delivering high-quality tax and accounting services to individuals and businesses in a professional, affordable manner. Our team invests time to understand each client's unique needs through personalized 60-minute consultations, ensuring tailored solutions for tax planning, financial management, and system integration. With expertise in accounting software like QuickBooks and Xero, we help clients streamline operations, reduce manual work, and leverage automation for business growth. Our services extend beyond tax season, offering year-round support for payroll, bookkeeping, IRS representation, and audit assistance. We prioritize client education, empowering business owners to utilize accounting systems effectively without ongoing consulting fees. Our professionals, including a Certified Public Accountant and Enrolled Agent, bring decades of combined experience in tax compliance, financial strategy, and regulatory representation.We serve clients across southeast Wisconsin, including Milwaukee, Washington, and Waukesha counties, with a focus on personalized service that adapts to evolving financial landscapes. Testimonials highlight our punctuality, accessibility, and ability to provide actionable financial advice at competitive rates. By integrating technology and process optimization, we enable clients to transform raw business data into actionable insights for informed decision-making. Our commitment to transparency, client education, and responsive communication has earned us long-term partnerships and consistent client referrals.
Services
Tax Planning
Income Tax Returns
Accounting Services
IRS Representation
Audit Assistance
Payroll Services
Bookkeeping
Technology Implementation
Highlights and features
- Certified professionals with 100+ combined years of tax and accounting experience
- Personalized 60-minute consultations for tailored financial strategies
- Expertise in QuickBooks, Xero, and other major accounting systems
- Year-round support beyond tax season for ongoing financial needs
- Proven track record in IRS representation and audit resolution
What people say
Expert and affordable tax services
Seasoned financial advice
Personalized approach
Knowledgeable staff
Proven track record
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial strategies throughout the year. We analyze income streams, deductions, and credits to minimize tax liabilities while aligning with long-term financial goals. Our certified professionals provide actionable recommendations for both personal and business tax scenarios.
IRS Representation
We represent clients in all IRS communications, from initial letters to audit proceedings. Our team evaluates government claims, prepares documentation, and negotiates resolutions including installment agreements or debt settlements. We handle all correspondence to reduce client stress and ensure proper tax authority compliance.
Audit Assistance
Our audit services cover all IRS examination types, from correspondence audits to field examinations. We prepare documentation, develop response strategies, and accompany clients to IRS meetings. We explain audit processes clearly and work to resolve issues efficiently while protecting client interests throughout the examination.
Accounting Services
We offer comprehensive accounting solutions including bookkeeping, payroll processing, and financial reporting. Our team works with major accounting platforms to maintain accurate records and generate actionable business insights. We also train clients on system usage to maximize software capabilities without ongoing consulting fees.
Payroll Services
Our payroll specialists handle tax filings, wage calculations, and compliance reporting for businesses of all sizes. We integrate payroll systems with accounting software to ensure accurate financial tracking while maintaining adherence to federal and state employment regulations through our experienced team.
People
Mike Sargent
CPA
Certified Public Accountant with experience as former CFO for defense contractors and healthcare institutions. Specializes in startup business financial strategy and tax planning for individuals and small businesses.
Samantha Scheumann
Accountant
Enrolled Agent specializing in individual and small business tax preparation. Provides bookkeeping, payroll, and financial reporting services with a focus on accuracy and efficiency for business clients.
Lindsay Dereszynski
Payroll Specialist
Experienced payroll specialist managing wage processing and tax filings. Acts as primary support for team accountants while providing direct client assistance with payroll system implementation and troubleshooting.
Judi Mulkey
Administrative Assistant
Key administrative support professional handling client communications and office operations. Coordinates scheduling and serves as primary point of contact for day-to-day office management needs.
Questions
What accounting software do you support?
We support QuickBooks, Xero, FreshBooks, Wave, Sage 50, and ADP Payroll systems with certified expertise.
How do you handle IRS audit representation?
We provide full audit support including document preparation, strategy development, and direct communication with IRS agents on your behalf.
Do you offer year-round tax planning?
Yes, we provide ongoing tax planning services beyond filing season to optimize your financial strategy throughout the year.
What payment options exist for tax debt?
We help establish installment agreements or negotiate Offer in Compromise settlements for qualifying taxpayers.
Can you assist with business system integration?
We implement POS, CRM, and accounting system integrations to eliminate redundant operations and improve business efficiency.
