Business Details
9 Years
experience
Expert Tax & Accounting Solutions in Appleton
At Reliance Accounting & Tax Services, we specialize in simplifying complex financial challenges for individuals, businesses, and nonprofits. Our team of seasoned professionals delivers tailored solutions for tax preparation, bookkeeping, and financial consulting, prioritizing accuracy and compliance. With over a decade of combined experience, we focus on proactive tax planning and personalized service to help clients achieve long-term financial stability.Our commitment to honesty, integrity, and social responsibility ensures transparent dealings and trusted partnerships. Whether you're a small business owner or managing an estate, we provide the expertise and support needed to navigate tax obligations confidently.
Services
Tax Preparation
Bookkeeping
IRS Representation
Tax Planning
Business Consulting
Details
- Year established: 2017
Highlights and features
- We offer personalized tax planning to minimize liabilities and maximize savings.
- Our team provides transparent pricing with no hidden fees.
- We specialize in IRS representation and resolving complex tax issues.
- Our consultants deliver tailored solutions for business startups and entity selection.
- We combine local expertise with nationwide service capabilities.
Services
Tax Preparation
We prepare and file individual, business, and nonprofit tax returns with precision. Our services cover simple filings to complex multi-state returns, ensuring compliance and maximizing refunds. Clients receive personalized guidance to understand their tax obligations and avoid year-end surprises.
IRS Representation
Our team advocates for clients during IRS or state audits, collections, and disputes. We handle back taxes, payment plans, and offers in compromise to resolve tax liens, levies, and filing discrepancies with professional expertise and documentation.
Bookkeeping
We manage full-service bookkeeping, including payroll, balance sheets, and profit/loss statements. Our systems ensure accurate financial tracking, QBO/Xero cleanup, and timely reporting to support informed business decisions for small and medium enterprises.
Tax Planning
Our proactive tax planning identifies savings opportunities through deductions, credits, and entity structuring. We offer projections, gift/estate planning, and multi-jurisdictional strategies to reduce liabilities and align with long-term financial goals.
Business Consulting
We assist with business formation, accounting system setup, and operational planning. Services include fractional CFO support, bank reconciliations, and tailored advice for startups or established businesses seeking financial optimization.
People
Lindsay Sorenson
Owner/Enrolled Agent
Lindsay founded Reliance Accounting in 2017 after gaining experience in tax research and nonprofit financial management. She holds an accounting degree from Lakeland University and specializes in tax strategy for individuals and businesses.
Lynn Stinski
Office Administrator
Lynn manages client relations and office operations, bringing expertise in administrative leadership. She ensures smooth scheduling, billing clarity, and personalized support for clients during office hours.
Carissa Franzmeier
Bookkeeping Support Specialist
Carissa provides bookkeeping and data organization services, leveraging her education background to deliver precise financial support. She specializes in system setup and reconciliation for small businesses.
Questions
What services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, and consulting for small businesses, including entity selection and financial reporting.
Do you handle complex tax situations?
Yes, we specialize in multi-state filings, estates, trusts, and resolving IRS or state tax issues like liens and levies.
How are your tax preparation fees structured?
We offer flat-rate pricing starting at $350 for individual returns, with additional services quoted based on complexity.
Can you assist with tax planning year-round?
Yes, we provide quarterly or annual tax planning to optimize withholdings, credits, and deductions throughout the year.
Do you work with international clients?
Yes, we support clients globally with tax compliance and reporting requirements for U.S. and international jurisdictions.
