Business Details
39 Years
experience
Your Trusted Partner for Accounting & Tax Services in Oshkosh
Ally Tax & Accounting has served small business entrepreneurs in Oshkosh and the Fox Valley since 1987. Our firm specializes in business start-ups, accounting, tax preparation, and payroll services, prioritizing a client-centric approach that treats every client as family. We combine decades of experience with adaptability, tailoring our methods to each client's unique needs while maintaining professional expertise.Our team of certified accountants and specialists focuses on minimizing tax liabilities, optimizing financial strategies, and providing personalized support. We emphasize transparency, consistent communication, and long-term partnerships rooted in trust and mutual success.
Services
Business Accounting
Tax Preparation
Payroll Services
Government Reporting
Retirement Planning
Audit Assistance
Tax Consulting
Financial Analysis
Entity Selection
Payroll Processing
Details
- Year established: 1987
Highlights and features
- We offer decades of experience in small business accounting and tax services.
- Our client-centric model prioritizes personalized attention and adaptability.
- Certified professionals provide expert guidance on tax planning and compliance.
- We specialize in strategic financial solutions tailored to business growth.
- Comprehensive services include payroll, accounting, and government reporting.
Services
Business Accounting
Comprehensive accounting services for businesses of all sizes. We handle monthly, quarterly, and annual financial reporting, statement analysis, and strategic planning. Our team ensures accurate record-keeping and tailored financial insights to support business growth and decision-making.
Tax Preparation
Expert tax preparation for individuals and businesses. We ensure compliance while optimizing deductions and credits. Our services include federal/state filings, amended returns, and strategic planning to minimize tax liabilities for various business structures.
Payroll Services
Full-service payroll management for 1-100 employees. We handle direct deposits, tax withholdings, government filings, and compliance reporting. Our services include W-2 processing, garnishment management, and customized payroll solutions for evolving business needs.
Government Reporting
Specialized assistance with tax and regulatory filings. We manage sales/use tax reports, payroll tax submissions, and audit responses. Our team ensures accurate documentation and timely compliance with federal, state, and local government requirements.
Business Start-Ups
Tailored guidance for new businesses. We assist with entity selection, accounting system setup, tax registration, and financial planning. Our services focus on creating efficient processes and strategic foundations for long-term business success and scalability.
People
Dr. Stephanie Matulle
Accountant & Tax Specialist
Certified accountant with expertise in business consulting and tax strategy. Dr. Matulle focuses on personalized financial guidance, combining technical knowledge with compassionate client support to drive business success through strategic planning.
Matt Matulle
Accountant
Experienced tax specialist providing comprehensive accounting solutions. Matt works closely with clients to optimize financial operations, ensure compliance, and implement efficient tax strategies tailored to individual business requirements and growth objectives.
Brittany
Payroll Specialist
Dedicated payroll expert managing end-to-end payroll processing. Brittany ensures accurate employee payments, tax withholdings, and government reporting while maintaining compliance with evolving regulations through meticulous attention to detail and client communication.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statement preparation, payroll processing, tax planning, and government reporting tailored to small business needs.
Do you specialize in specific business tax services?
Yes, we handle federal and state tax preparation for sole proprietorships, partnerships, S-Corps, C-Corps, and nonprofit organizations with strategic planning.
How do you support business start-ups?
We assist with entity selection, initial accounting setup, tax registration, and financial planning to establish a strong foundation for new businesses.
What payroll services are included?
Our payroll services cover check issuance, direct deposit, tax reporting, W-2/W-3 processing, and compliance with federal/state regulations.
How do you handle tax audits?
We provide audit representation and assistance with IRS or state tax audits, ensuring proper documentation and professional communication throughout the process.
