Business Details
9 Years
experience
Trusted Tax and Accounting Services in Appleton, WI
At Reliance Accounting & Tax Services, we specialize in delivering comprehensive tax and accounting solutions tailored to individuals, small businesses, nonprofits, trusts, and estates. Founded in 2017, our firm combines technical expertise with personalized service to address complex financial needs while prioritizing accuracy, compliance, and proactive advice. Our team of certified professionals brings decades of combined experience in accounting, tax preparation, and financial consulting, ensuring clients receive actionable insights aligned with their unique goals. We uphold core values of honesty, integrity, and social responsibility, fostering trusted partnerships that empower clients to navigate financial challenges confidently. With a commitment to transparency and client-centric service, we offer tailored solutions including bookkeeping, tax planning, IRS representation, and business consulting.Our mission is to simplify financial complexities, enabling clients to focus on growth and long-term stability. Located in Appleton, Wisconsin, we serve local communities and clients nationwide, blending small-business values with industry-leading expertise. By maintaining open communication and leveraging advanced tools like QuickBooks and Xero, we ensure seamless collaboration and exceptional service delivery. Our vision extends beyond individual success, aiming to positively impact both clients and the broader community through ethical practices and dedicated support.
Services
Tax Preparation
Bookkeeping
Tax Representation
Tax Planning
Business Consulting
IRS Representation
QuickBooks Cleanup
Estate Tax Services
Payroll Services
Fractional CFO Services
Details
- Year established: 2017
Highlights and features
- We offer personalized tax planning to minimize liabilities and build financial security.
- Our team includes an Enrolled Agent with specialized IRS expertise.
- We provide transparent pricing with no hidden fees.
- We serve clients nationwide, including Wisconsin, out-of-state, and international clients.
- Our services combine technical expertise with small-business values for tailored solutions.
Services
Tax Preparation
We prepare and file individual, business, nonprofit, estate, and trust tax returns with precision. Our services cover simple to complex returns, including multi-state filings and specialized schedules. Clients receive clear explanations of tax implications and strategies to optimize refunds or minimize liabilities.
IRS Representation
We advocate for clients during IRS or state tax audits, collections, and disputes. Services include resolving tax liens, levies, payment plans, and innocent spouse relief. Our goal is to reduce stress and ensure compliance while protecting client interests throughout the process.
Bookkeeping
Full-service bookkeeping solutions for small and medium businesses include payroll, financial reporting, and system setup. We ensure accurate records using platforms like QuickBooks and Xero, enabling informed business decisions and streamlined year-end tax preparation.
Tax Planning
Our proactive tax planning identifies opportunities to reduce liabilities and improve financial outcomes. Services include quarterly projections, entity selection, gift/estate planning, and multi-state tax strategies. We help clients align tax decisions with long-term personal and business goals.
Business Consulting
We offer tailored consulting for business startups, entity selection, and financial cleanup projects. Our expertise includes QuickBooks/Xero setup, profit analysis, and compliance guidance. Clients receive strategic support to enhance operations and achieve sustainable growth.
People
Lindsay Sorenson
Owner/Enrolled Agent
Lindsay founded Reliance Accounting in 2017 after gaining experience at tax firms and nonprofits. She holds an accounting degree from Lakeland University and an Enrolled Agent credential from the IRS. She specializes in tax research and community-focused financial services.
Lynn Stinski
Office Administrator
Lynn joined the team in 2024, bringing expertise in client relations and office management. She schedules appointments, handles billing inquiries, and ensures smooth office operations while providing warm, personalized service to clients.
Carissa Franzmeier
Bookkeeping Support Specialist
Carissa joined in 2024 with a background in education and data organization. She supports bookkeeping tasks, leveraging her attention to detail and passion for structured financial systems to enhance client service quality.
Questions
What are your tax preparation pricing details?
Our base rate for individual returns starts at $350, with additional fees based on complexity. We provide free quotes before starting any work.
Do you handle business tax returns?
Yes, we prepare returns for small businesses, partnerships, S Corporations, farms, rentals, and nonprofits.
Can you assist with IRS tax issues?
We offer representation for IRS audits, back taxes, payment plans, liens, and innocent spouse relief.
What bookkeeping services do you provide?
We offer full-service bookkeeping, payroll, financial reporting, and accounting system setup for small to medium businesses.
Do you work with out-of-state or international clients?
Yes, we serve clients nationwide and internationally through virtual consultations and document sharing.
How does the tax preparation process work?
We send a tax organizer in January. Clients submit documents via portal, attend a brief meeting, then we prepare and review the return.
