Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Monroe, WI
Reffue Pas Jacobson Knox & Koster has been a trusted name in accounting and financial services since 1949, serving businesses, farmers, non-profits, and governmental entities in Monroe, WI, and surrounding areas. Our firm combines decades of experience with cutting-edge technology to deliver tailored solutions for tax, accounting, auditing, and consulting needs. We specialize in supporting independent business owners, agricultural enterprises, and organizations requiring complex financial guidance. With a team of certified professionals, we provide personalized service that adapts to evolving client needs while maintaining a steadfast commitment to accuracy and integrity.Our expertise extends to business planning, retirement strategies, and technology integration, including QuickBooks and Sage software consulting. For over 70 years, we have prioritized community involvement, with partners and staff actively participating in local organizations and volunteer initiatives. Our dedication to client success is reflected in our long-standing relationships and comprehensive approach to financial management, from day-to-day bookkeeping to strategic growth planning.
Services
Accounting Services
Tax Preparation
Bookkeeping
Auditing
Computer Services
Details
- Year established: 1949
Highlights and features
- We have over 70 years of experience serving Monroe, WI businesses and farms.
- Our team includes CPAs with expertise in agricultural and non-profit accounting.
- We offer personalized service with technology-driven solutions for modern businesses.
- Our firm provides comprehensive financial planning from startups to estate management.
- We maintain deep community ties through decades of local volunteer leadership.
Services
Accounting Services
We provide comprehensive accounting services including compiled, reviewed, and audited financial statements. Our team assists with budgeting, business planning, and custom spreadsheet creation for clients ranging from sole proprietors to large corporations. With expertise in QuickBooks and Sage software, we help businesses implement efficient accounting systems tailored to their specific needs.
Tax Preparation
Our tax services cover individual, business, farm, and trust returns, including gift and estate tax reporting. We specialize in tax planning strategies to maximize savings, pre-year-end projections, and structuring business sales to minimize tax impact. Certified professionals ensure compliance with federal and state regulations while optimizing clients' financial outcomes.
Bookkeeping
We offer full-cycle bookkeeping services including accounts payable/receivable, payroll processing, and bank reconciliations. Our team handles W-2 and 1099 filings, direct deposit payroll systems, and QuickBooks setup and support. Services are available both on-site and remotely, ensuring accurate financial record-keeping for businesses of all sizes.
Auditing
We conduct thorough audits and agreed-upon procedures for businesses, non-profits, and government entities. Our services include inventory counts, receivable confirmations, and preparation of audited financial statements. With decades of experience, we ensure compliance with accounting standards while providing actionable insights for organizational improvement.
Computer Services
Our technology division provides computer and network systems support, including hardware sales, software consulting, and cybersecurity solutions. We specialize in Windows and Microsoft Office support, accounting software implementation, and troubleshooting for virus removal and system optimization. Services are tailored to meet the technology needs of modern accounting practices.
People
Daniel T. Jacobson
Managing Partner
CPA with over 40 years of experience serving individuals, farmers, and businesses. Active in local organizations and community initiatives. Specializes in agricultural accounting and business consulting.
Joy L. Roth
Partner
Director of assurance services with expertise in non-profit and government accounting. Certified QuickBooks Advisor and active community volunteer with 20+ years of public accounting experience.
Edward J. Pas
Partner
CPA since 1977 with focus on trusts, farming, and business clients. Longtime volunteer for Green County Cheese Days festival and community development initiatives.
Fred L. Koster
Director of Tax Services
Tax expert with 35+ years of experience handling individual, business, and farm tax matters. Specializes in corporate taxation and estate planning strategies.
Jeffrey P. Kohlstedt
CPA
Tax specialist focusing on corporate clients with 35 years of experience. Active in community development and professional accounting organizations.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statements, budgeting, business planning, and QuickBooks/Sage software consulting for businesses of all sizes.
Do you specialize in agricultural accounting?
Yes, we have decades of experience serving farmers, dairies, and cheese factories with specialized accounting and tax solutions tailored to agricultural operations.
What tax services are available?
We handle individual, business, farm, trust, and estate tax returns with planning strategies to maximize savings and ensure compliance with current regulations.
How do you support non-profit organizations?
We offer audit, accounting, and tax reporting services specifically designed for non-profits and government entities, including compliance with grant requirements.
What technology services do you provide?
Our IT division supports accounting systems, networks, and software including QuickBooks implementation, cybersecurity, and hardware solutions for modern businesses.
