Business Details
50+ Years
experience
Your Trusted Accounting Partner in Oshkosh
Our firm was established in 1971 with a commitment to providing personalized accounting and financial services that address both immediate needs and long-term goals. Over five decades, we have grown to serve over 700 clients while maintaining the same dedication to client satisfaction that our founders prioritized. Our team includes licensed professionals such as Enrolled Agents and Certified Public Accountants, ensuring expertise in tax preparation, IRS representation, and financial consulting. We specialize in accounting, payroll, tax services, and business consulting for individuals and businesses of all sizes. Our history of trusted service, combined with modern tools like QuickBooks and Peachtree consulting, allows us to deliver accurate, timely solutions.We extend our hours during tax season to better accommodate client needs. Our reputation is built on transparency, thoroughness, and a client-first approach to every engagement. With decades of combined experience, our professionals bring both technical proficiency and compassionate service to every client interaction. We pride ourselves on being an authorized e-file provider and a reliable partner for financial success. Our mission remains unchanged: to help clients achieve their goals through personalized attention and unwavering commitment.
Services
Accounting Services
Tax Preparation
Payroll Processing
IRS Representation
Business Consulting
QuickBooks Consulting
Financial Statements
Details
- Year established: 1971
Highlights and features
- We have over 50 years of combined experience in accounting and tax services.
- Our team includes licensed Enrolled Agents and Certified Public Accountants.
- We offer extended hours during critical tax seasons to serve clients better.
- Our personalized approach ensures tailored solutions for every client's unique needs.
- We combine technical expertise with compassionate, client-first service delivery.
Associations and certifications
- Enrolled Agent (EA)
What people say
Expertise in tax preparation
Personalized attention
Reliable extended hours
Professional team
Accurate financial reporting
Services
Accounting Services
We provide comprehensive accounting services including general accounting, financial statement preparation, and bank reconciliation. Our team works with businesses of all sizes to maintain accurate financial records. Using platforms like QuickBooks and Peachtree, we ensure efficient financial management tailored to your specific needs.
Tax Preparation
Our tax services cover individual and business returns for corporations, partnerships, LLCs, and nonprofits. We handle gift tax returns, estimated tax calculations, and IRS representation. As an authorized e-file provider, we ensure accurate, timely tax submissions while maximizing your potential refunds.
Payroll Processing
We manage complete payroll solutions including paycheck processing, quarterly reporting, and year-end tax forms. Our consulting services help businesses establish efficient payroll systems. We ensure compliance with tax regulations while reducing administrative burdens for employers.
IRS Representation
Our licensed Enrolled Agents provide expert IRS representation for audits and disputes. We handle tax debt resolution and payment plan negotiations. With specialized training in tax law, we protect your interests during IRS interactions while maintaining professional compliance.
Business Consulting
We offer strategic business consulting including entity selection, setup, and operational planning. Our advisors help new businesses choose appropriate structures while providing ongoing financial guidance. Services include sales tax reporting and general business strategy tailored to your industry.
People
Douglas Rohan
Enrolled Agent
Licensed Enrolled Agent with over 30 years of experience in tax preparation and IRS representation. Specializes in complex tax situations and financial planning for individuals and businesses.
Lynn Meier
CPA
Certified Public Accountant with accounting degree from Marian University. Provides comprehensive accounting services and specializes in business financial reporting and tax compliance.
Laure Morgan
Accountant
Experienced accountant handling payroll processing, accounting duties, and client relations. Known for attention to detail and personalized client service approach.
Kyle Gibson
Accountant
Graduate of University of Wisconsin-Stevens Point with dual degrees in accounting and business administration. Provides accounting support and business consulting services to local clients.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statements, bank reconciliations, and QuickBooks/Peachtree consulting for small businesses in Oshkosh.
Do you handle both individual and business tax returns?
Yes, we prepare tax returns for individuals, corporations, partnerships, LLCs, and nonprofits with specialized expertise in complex tax situations.
Are you available during tax season?
We offer extended hours during tax season to accommodate client needs and ensure timely filing.
What is an Enrolled Agent and why does it matter?
Enrolled Agents are federally licensed tax professionals with specialized IRS representation rights, ensuring expert handling of tax disputes and audits.
Do you provide payroll services for employers?
Yes, we offer complete payroll processing including paycheck management, quarterly reporting, and year-end tax form preparation for businesses.
