Business Details
Expert Accounting Services in Milwaukee, WI
Since our founding, we have dedicated ourselves to delivering exceptional accounting and tax services to individuals, families, and businesses throughout Milwaukee, Wisconsin. Over three decades of continuous service have solidified our reputation as a trusted, family-operated firm committed to professionalism, responsiveness, and quality. Our team combines extensive experience with advanced certifications, including Accredited Business Accountant and Enrolled Agent designations, ensuring we meet the highest standards of expertise. We specialize in personalized financial planning, estate tax strategies, business accounting, payroll solutions, and expert QuickBooks support. Our deep understanding of evolving tax regulations, including the Affordable Care Act, positions us to provide actionable insights that minimize liabilities and maximize savings.Recognized nationally for tax knowledge through awards like the National Society of Accountants Tax Talker of the Year, we maintain rigorous continuing education to stay ahead of industry changes. Our client-centric approach prioritizes clear communication, ethical practices, and tailored solutions that address both immediate needs and long-term financial goals. With two convenient office hours schedules accommodating busy professionals, we ensure accessibility without compromising service excellence. This unwavering commitment to client satisfaction has fueled our growth through referrals, establishing Nelson Tax Accounting as a respected leader in the regional accounting landscape.
Services
Tax Preparation
Estate Planning
Payroll Services
QuickBooks Setup
Business Formation
Highlights and features
- Award-winning tax expertise recognized nationally since 2012
- Family-owned firm with over 30 years of Milwaukee service
- Specialized ACA/Obamacare guidance for complex tax situations
- Full-service accounting including payroll and QuickBooks solutions
- Certified professionals maintaining rigorous continuing education standards
Associations and certifications
- Accreditation Council for Accountancy and Taxation (ACAT)
- Internal Revenue Service (Enrolled Agent)
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns while maximizing available deductions and credits. We specialize in complex tax situations including self-employment income, business entity returns, and non-profit organization filings. Our team maintains advanced software and continuous education to address evolving regulations like the Affordable Care Act, ensuring compliance while minimizing tax liabilities through strategic planning.
Payroll Services
Comprehensive payroll solutions tailored for Wisconsin businesses handle all aspects of payroll processing including check preparation, tax payment scheduling, and year-end reporting. We offer both full-service and after-the-fact options with direct deposit capabilities and customized reporting. Our experts manage compliance with federal, state, and local regulations, including workers' compensation audits and new hire reporting requirements while maintaining detailed payroll records for easy access.
QuickBooks Setup
Custom QuickBooks setup services create optimized accounting systems tailored to specific business needs. Our certified professionals configure software parameters, establish proper chart of accounts, and integrate bank feeds to ensure accurate financial tracking. We provide personalized training sessions and ongoing support to maintain system integrity, including periodic tuning services to resolve data issues and improve processing efficiency throughout the year.
Estate Planning
Estate planning services help clients navigate complex inheritance tax regulations and create organized transition plans for personal assets. We collaborate with financial advisors to develop strategies that minimize estate tax burdens while ensuring proper documentation for asset distribution. Our approach addresses both immediate tax considerations and long-term wealth preservation goals through coordinated financial planning.
Business Formation
Business formation guidance helps entrepreneurs select optimal entity structures based on their specific operational needs and tax implications. We provide comprehensive support for new business registrations, including entity type analysis, registration documentation preparation, and initial tax strategy development. Our services extend to non-profit organization formations with proper IRS classification guidance to maintain tax-exempt status requirements.
People
Mark Nelson Sr
Accredited Business Accountant & Enrolled Agent
With decades of experience serving Milwaukee businesses, Mark Nelson Sr holds dual certifications as both Accredited Business Accountant and Enrolled Agent. Recognized nationally as Tax Talker of the Year in 2012, he combines technical expertise with practical business solutions.
Mark Nelson Jr
Enrolled Agent
Following in his father's footsteps, Mark Nelson Jr earned distinction as Tax Talker of the Year in 2015. As an Enrolled Agent, he specializes in federal tax law and complex return preparation while maintaining the firm's tradition of personalized service.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including payroll, tax preparation, business formation, and QuickBooks setup for Milwaukee small businesses.
Do you handle complex tax situations?
Yes, our certified professionals specialize in complex tax matters including estate planning, business entity returns, and ACA compliance.
What QuickBooks support options are available?
We offer setup, training, troubleshooting, and monthly support including software tuning and tax-specific configuration.
Are you available during tax season?
Yes, extended office hours from January 15 to April 14 ensure timely assistance during peak tax season.
