Business Details
27 Years
experience
Expert Accounting & Tax Services in Wisconsin
At DeDecker Wertz CPAs, we specialize in delivering personalized financial solutions tailored to dynamic business owners. With over 25 years of experience, our firm focuses on individualized service and strategic tax advisory, helping clients optimize their financial outcomes. We offer expertise in business tax returns, real estate entity returns, and trust estate returns, providing comprehensive tax advisory support. Located in Brookfield and Germantown, Wisconsin, we have built a strong reputation for delivering results-driven solutions. Our team is deeply committed to client success, offering proactive support in business strategy, tax management, and capital allocation.We prioritize transparency and mutual accountability, allowing clients to focus on growth while we handle financial complexities. Our collaborative approach ensures seamless financial management, reducing regulatory risks and instilling peace of mind. With a dedication to staying current on tax laws, we empower clients to navigate challenges confidently. Our team combines technical expertise with a personalized touch, ensuring every client receives tailored guidance. Ultimately, we aim to give clients the gift of time, security, and credibility with financial institutions, enabling them to concentrate on running their businesses.
Services
Tax Preparation & Planning
Business Financial Consulting
Bookkeeping & Payroll Accounting
Real Estate Entity Returns
Trust Estate Returns
IRS Representation
Tax Compliance Services
Strategic Tax Advisory
Business Strategy Consulting
Financial Consulting
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of specialized expertise in business tax advisory and accounting.
- Our team provides personalized, strategic guidance tailored to each client's unique needs.
- We prioritize transparency and accountability, streamlining financial management for clients.
- Our proactive approach safeguards businesses against regulatory scrutiny and tax risks.
- We combine technical proficiency with a client-first philosophy for measurable results.
Associations and certifications
- CPA (Certified Public Accountants)
Services
Tax Preparation & Planning
Our tax preparation and planning services focus on strategic compliance and optimization for businesses and individuals. We leverage deep expertise in federal and state tax codes to minimize liabilities while ensuring full regulatory compliance. With proactive year-round planning, we help clients capitalize on deductions, credits, and structuring opportunities tailored to their specific industries and financial goals.
Business Financial Consulting
We provide actionable financial guidance to support business growth and operational efficiency. Our consulting includes cash flow analysis, capital allocation strategies, and tax-efficient business structuring. By combining accounting expertise with strategic planning, we help owners make informed decisions about investments, expansions, and risk management tailored to their long-term objectives.
Bookkeeping & Payroll Accounting
Our comprehensive bookkeeping and payroll solutions ensure accurate financial record-keeping and timely compliance. We manage monthly accounting tasks, payroll processing, and financial reporting to maintain organizational clarity. This allows business owners to focus on operations while we handle day-to-day financial transactions with precision and regulatory adherence.
Real Estate Entity Returns
We specialize in tax return preparation for real estate entities, including LLCs, partnerships, and trusts. Our expertise covers property depreciation schedules, expense allocations, and entity-specific compliance requirements. By optimizing tax strategies for real estate holdings, we help investors maximize returns while maintaining strict adherence to evolving tax regulations.
Trust Estate Returns
Our trust and estate tax services ensure proper compliance for complex financial arrangements. We handle fiduciary income tax returns, estate tax planning, and beneficiary reporting with meticulous attention to detail. This specialized expertise helps clients navigate probate processes, minimize tax burdens, and ensure accurate distribution of assets according to legal requirements.
People
Daniel DeDecker
Founder & CPA
With over 25 years of experience, Dan founded DeDecker Wertz to combine technical accounting expertise with personalized service. His client-focused approach emphasizes clear communication and strategic financial guidance.
Sam DeDecker
Accounting Professional
Sam brings business administration expertise and is pursuing CPA certification. They combine analytical skills with a passion for client success, offering fresh perspectives on financial strategies and business growth.
Kayla Potter
CPA
Kayla specializes in individual and business tax solutions, leveraging her Master's in Professional Accounting. She stays current on tax laws to deliver precise, strategic advice while maintaining a client-centered approach.
Kristie Kapitanski
Administrator
With 20 years in marketing and administration, Kristie ensures smooth operations and client relationship management. Her organizational skills support the firm's commitment to personalized service and operational excellence.
Deb Kuzma
Administrative Professional
Deb contributes 40 years of administrative expertise, ensuring accuracy and efficiency in firm operations. Her experience in public and private sectors strengthens our organizational capabilities while maintaining meticulous attention to detail.
Questions
What services does DeDecker Wertz CPAs offer?
We specialize in tax preparation, business financial consulting, bookkeeping, payroll, real estate entity returns, and trust estate returns for small businesses and professionals.
How long has DeDecker Wertz CPAs been in business?
Our firm has over 25 years of experience providing accounting services to clients in Wisconsin and beyond.
Do you work with out-of-state or international clients?
While based in Wisconsin, our team supports clients nationwide and can assist with federal tax matters regardless of location.
How do you ensure compliance with changing tax regulations?
Our CPAs stay current on all tax law changes and proactively advise clients to maintain compliance and optimize financial strategies.
What sets DeDecker Wertz apart from other accounting firms?
We combine technical expertise with personalized service, focusing on strategic partnerships rather than transactional relationships with clients.
Can you help with IRS or state tax issues?
Yes, we provide representation and resolution services for clients facing tax authority inquiries or compliance challenges.
