Business Details
18 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Marshfield
Opie Accounting & Tax has served the Marshfield, WI community since 2008, building on a legacy of over 70 years of combined experience in bookkeeping, payroll, and tax services. Our team prioritizes personalized service, maintaining accuracy and timeliness while keeping overhead costs low to offer competitive rates. Managed by Sarah Opie, a Certified Public Accountant with expertise in audits and financial services, we uphold the principles of trust and community-focused support established by our predecessor firm.Our services cater to both personal and business financial needs, including secure document portals for client convenience. We emphasize transparency, client education, and adapting to evolving financial requirements while maintaining the same values that have kept clients loyal for decades.
Services
Bookkeeping
Payroll
Tax Preparation
Financial Services
Secure Document Portal
Details
- Year established: 2008
Highlights and features
- We offer over 70 years of combined experience in accounting and tax services.
- Our team includes a Certified Public Accountant with audit and financial expertise.
- We maintain personalized service while keeping overhead costs low.
- Secure client portals ensure safe document sharing and payment processing.
- We uphold a legacy of trust and community-focused financial solutions.
Associations and certifications
- Certified Public Accountant
What people say
Personalized service
Accurate tax preparation
Timely responses
Community-focused
Secure portal convenience
Services
Bookkeeping
Our bookkeeping services ensure accurate and organized financial records for businesses of all sizes. We handle daily transactions, account reconciliations, and financial reporting to support informed decision-making. Clients benefit from reliable, up-to-date financial insights tailored to their specific needs.
Payroll
We provide tailored payroll solutions to manage employee compensation and tax compliance. Our services include processing payments, tax withholdings, and generating reports to simplify payroll administration. Businesses gain peace of mind knowing their payroll obligations are handled accurately and efficiently.
Tax Preparation
Our experienced team prepares personal and business tax returns with precision and timeliness. We stay updated on tax regulations to ensure compliance while maximizing deductions and credits. Clients receive guidance to navigate complex tax requirements confidently.
Financial Services
We offer financial services including insurance and investment planning to help clients achieve long-term goals. Our approach focuses on personalized strategies aligned with individual financial objectives. Clients receive comprehensive support to build financial security and stability.
Secure Document Portal
Our secure portal allows clients to upload, download, and share sensitive documents safely. Features include payment processing and account information updates for convenience. This digital solution enhances communication while maintaining data security and privacy.
People
Sarah Opie
Manager
Sarah Opie, CPA, leads Opie Accounting & Tax with expertise in audits and financial services. A University of Wisconsin-Platteville graduate, she brings public and private accounting experience to Marshfield, WI, emphasizing personalized client support.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll, tax preparation, and financial planning services for individuals and businesses in Marshfield, WI.
How are your services different from other firms?
Our 70+ years of combined experience, personalized approach, and CPA-led team ensure tailored solutions with community-focused values.
How do I schedule an appointment?
Call 715-387-1141 to book an appointment. We also offer secure online document sharing and payment options for convenience.
What payment methods do you accept?
We accept credit card and check payments through our secure client portal or in-office transactions.
Can you help with tax filing deadlines?
Yes, our team ensures timely tax preparation and filing to meet deadlines while maximizing compliance and deductions.
Do you offer digital document management?
Yes, our secure client portal allows safe document uploads, downloads, and account updates for efficient communication.
