The Same Accountant, Every Time You Need One
We're the accountants people choose when they want tax preparation and financial planning working together, not split between providers who never compare notes. You get a dedicated team that understands your full financial picture and stays with you year after year.
Tax Preparation and Financial Planning, Handled by One Firm
Most people end up with a seasonal tax preparer and a separate financial planner who never coordinate. As the firm Wausau business owners and individuals rely on for accounting, tax preparation, and financial planning, we built our practice around the opposite approach: one accountant handles your return, your books, and your long-term planning, so nothing falls through the cracks between filings.
That consistency matters most for small business owners juggling deductions, payroll, and growth decisions at once. It also matters for individual filers who want a real answer about what a new business, an inheritance, or a retirement account means for next year's return, before it happens, not after.
One Firm for Your Books, Your Payroll, and Your Taxes
Small business owners often aren't sure whether they need a bookkeeper, an accountant, or a tax preparer. Our answer is simple: you shouldn't have to figure that out on your own, and you shouldn't need three separate vendors to get it done.
Small business accounting
Small business accounting to keep your financials accurate and decision-ready year-round
Bookkeeping services
Bookkeeping services so your books are reconciled and current, not a scramble at tax time
Payroll management
Payroll management handled correctly and on schedule, every pay period
Business advisory services
Business advisory services for the decisions that shape where your company is headed
Financial planning
Financial planning for businesses, from cash flow to long-term growth
Succession planning
Succession planning for owners thinking about their exit or the next generation
New business formation
New business formation guidance for entities just getting started
Tax Preparation That Plans Ahead Instead of Just Filing
Filing a return is the easy part. The harder question is whether you're missing deductions, structuring things well, or setting yourself up for a smaller bill next year, and that's where year-round tax planning makes the difference.
- Individual tax preparation for returns ranging from simple W-2 filings to complex, multi-form situations
- Tax preparation for businesses across entity types and filing requirements
- Tax planning throughout the year, not just during filing season
- Estate and trust tax services for families managing an inheritance or a trust
Serving Wausau and the Surrounding Communities
We work with individuals and small businesses throughout Wausau, along with clients in Weston, Schofield, and Rothschild. Our presence in this area isn't new. Between tax season work, small business education, and local nonprofit board service, our team stays involved in the community we serve, not just visible during filing deadlines.
Common Questions About Working With Our Firm
How do I get started?
Schedule a consultation through our contact form, and we'll go over your situation before recommending which services make sense. Existing clients can also access their documents anytime through the client portal.
Do you also handle financial planning?
Yes. We provide both tax preparation and financial planning in Wausau, which means the same team that files your return can also help you plan around it. That coordination is something separate tax and planning providers typically can't offer.
Will I work with the same accountant every year?
Yes. Every client is assigned a dedicated point-of-contact accountant for all visits and filings. You won't be handed off to a new preparer each season.
Do you only work with clients during tax season?
No. We're available year-round for tax planning, business advisory work, bookkeeping, and payroll, not just during the months leading up to filing deadlines.
What's the difference between bookkeeping and accounting services?
Bookkeeping keeps your day-to-day financial records accurate and current, while accounting services use those records for tax strategy, financial planning, and business decisions. Many of our small business clients use both, handled by the same team.
