Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions
Reilly Penner & Benton CPAs has been serving clients across Wisconsin and the Midwest since 1907, establishing itself as the oldest registered CPA firm in the state. Our expertise spans financial statement audits, employee benefit plan audits, tax preparation, and consulting services tailored to non-profits, closely held businesses, and educational institutions. With over a century of experience, we combine deep industry knowledge with personalized service to deliver actionable insights and ensure compliance with evolving regulations. Our team of certified professionals maintains a commitment to excellence through continuous education and adherence to rigorous auditing standards. We prioritize long-term client relationships by assigning dedicated audit teams and maintaining transparent communication throughout the engagement process.This approach has earned us recognition as a trusted advisor for over 500 non-profit organizations and numerous country clubs. Our membership in prestigious industry organizations like the AICPA and PCAOB registration underscores our dedication to quality assurance. We actively contribute to community development through pro bono services and charitable initiatives, reflecting our core values of integrity and social responsibility. Our technology-driven processes enhance efficiency while maintaining rigorous quality control measures to meet modern business demands.
Services
Audit Services
Tax Preparation
Accounting Support
Forensic Audits
Employee Benefit Plans
Internal Controls
IRS Representation
Details
- Year established: 1907
Highlights and features
- We've provided accounting services since 1907 with continuous staff assignments for client continuity
- Our team includes Certified Fraud Examiners and PCAOB-registered professionals
- We maintain 24 government-related CPE credits for up-to-date regulatory expertise
- We perform over 50 internal control audits annually with dedicated partner oversight
- We've specialized in employee benefit plan audits for over 100 years
Associations and certifications
- PCAOB
- AICPA
- Center for Audit Quality
- Government Audit Quality Center
- Employee Benefit Plan Audit Quality Center
What people say
Best reputation
Reliable advice
Fantastic
Consistent
Knowledgeable
Services
Audit Services
Our audit services provide comprehensive financial assessments for non-profits, employee benefit plans, and public companies. We perform audits in accordance with GAAS, PCAOB, and Government Audit Standards to ensure regulatory compliance. Our experienced team delivers actionable insights through detailed financial statement analysis and internal control evaluations.
Tax Services
We offer tailored tax preparation and strategic planning for businesses and individuals. Our services include federal and state tax return preparation, compliance reporting, and year-round tax planning. We focus on optimizing tax positions while maintaining full regulatory compliance for diverse organizational structures.
Accounting Support
Our accounting services include monthly financial reporting, bookkeeping support, and fraud prevention consulting. We provide consistent financial record-keeping and analysis to help organizations maintain accurate financial statements. Our team implements internal controls to minimize fraud risk and ensure reliable financial reporting.
Employee Benefit Plans
We specialize in ERISA-compliant audits for 401(k) plans, pension funds, and health benefit programs. Our team performs over 100 plan audits annually, ensuring compliance with Department of Labor regulations. We serve plans with assets ranging from $1M to $250M across various industries.
Forensic Services
Our forensic accounting services detect and prevent financial fraud through investigative audits. We employ certified fraud examiners to uncover financial irregularities, quantify losses, and provide litigation support. Our process includes evidence collection, reporting, and implementing preventive controls to protect organizational assets.
People
Patrick Hoffert
Partner
Certified Public Accountant with extensive experience in non-profit audits and internal controls. Specializes in helping educational institutions maintain financial compliance while optimizing operational efficiency through strategic financial planning.
Katie Hoffman
Partner
Seasoned accounting professional focusing on employee benefit plan audits and compliance. Provides expert guidance to organizations managing retirement and health benefit programs across Wisconsin and the Midwest region.
Brian Mechenich
Partner
Certified Public Accountant leading audit teams with specialized expertise in governmental accounting standards. Oversees quality control for audit engagements and ensures adherence to PCAOB and AICPA guidelines across all client engagements.
Whitney Wagner
Manager
Experienced audit manager specializing in non-profit organizations and charter schools. Implements efficient audit processes while maintaining personalized client service through consistent team assignments and proactive communication.
Carlie Burns
Senior Accountant
Certified Public Accountant with expertise in financial statement audits and compliance reporting. Works closely with clients to ensure accurate financial reporting while identifying opportunities for process improvements and risk mitigation.
Questions
What industries does RPB specialize in?
We specialize in serving non-profit organizations, charter schools, employee benefit plans, and closely held businesses across Wisconsin and the Midwest region.
How does RPB ensure audit continuity?
We maintain consistent audit teams year-over-year to minimize learning curves and reduce client staff time required for annual audits.
What tax services do you offer?
We provide comprehensive tax preparation, compliance reporting, and strategic planning services for businesses and individuals across multiple industries.
Are you qualified to audit employee benefit plans?
Yes, we perform over 100 ERISA-compliant plan audits annually and are recognized as one of Wisconsin's top firms for retirement and health benefit plan audits.
How do you handle forensic accounting investigations?
Our certified fraud examiners use specialized techniques to detect financial irregularities, quantify losses, and provide litigation support when needed.
