Business Details
35 Years
experience
Trusted Tax and Accounting Services in Glendale, WI
Founded in 1991, Goossen & Schultz has established itself as a premier accounting firm dedicated to delivering exceptional tax and accounting services. Our team of certified professionals brings decades of combined experience in federal and state taxation, both domestically and internationally. We specialize in providing personalized attention to individuals and businesses, ensuring compliance with evolving tax laws while maximizing deductions and credits. Our commitment to client success is reflected in our proactive tax planning strategies, IRS audit representation, and comprehensive financial guidance. With over 25 years of service, we pride ourselves on being responsive, knowledgeable, and deeply invested in our clients' financial well-being. Our expertise extends to complex areas such as trust and estate administration, partnership taxation, and international tax compliance.We maintain active memberships in professional organizations like the Wisconsin Institute of Certified Public Accountants, underscoring our dedication to industry excellence. By combining technical proficiency with a client-centric approach, we help businesses and individuals navigate financial challenges and achieve long-term success. Our reputation for quality service and ethical practices has made us a trusted advisor in the community. Whether assisting with tax preparation, retirement planning, or business succession strategies, we remain focused on delivering value-driven solutions tailored to each client's unique needs.
Services
Tax Preparation
Accounting Services
Tax Relief
Retirement Planning
IRS Audit Representation
Details
- Year established: 1991
Highlights and features
- We have over 25 years of experience in tax and accounting services.
- Our team includes CPAs with specialized expertise in international taxation.
- We provide personalized attention to every client's unique financial needs.
- Our professionals maintain active memberships in leading accounting organizations.
- We offer comprehensive solutions from tax preparation to IRS audit defense.
What people say
Exceptional customer service
Proactive tax planning
Knowledgeable professionals
Responsive communication
Effective IRS representation
Services
Tax Preparation
We prepare accurate individual and business tax returns while maximizing deductions and credits. Our team stays current with tax law changes to ensure compliance and optimize financial outcomes. Clients benefit from electronic filing options and expert guidance on tax planning strategies.
IRS Audit Representation
Our professionals handle all IRS audit correspondence and negotiations to protect client interests. We minimize tax liabilities through strategic documentation and representation during audits. Services include responding to IRS notices and appealing unfavorable decisions.
Retirement Planning
We develop customized retirement strategies considering tax implications and financial goals. Services include evaluating current financial status, creating budget plans, and advising on optimal retirement account distributions.
Accounting Services
We provide part-time CFO services and internal control solutions for businesses. Our accounting support includes financial statement preparation, liquidity planning, and seamless integration with tax compliance requirements.
Tax Relief
We assist with resolving tax debt issues through payment plans and settlement options. Our team negotiates with tax authorities to reduce penalties and establish manageable repayment arrangements for individuals and businesses.
People
Patricia Durand
CPA
Over 15 years of tax experience specializing in trusts and estates. Provides comprehensive tax solutions for individuals and privately held businesses while serving as primary tax contact for clients.
Lisa Frey
CPA
25-year tax professional with expertise in real estate entities and partnership taxation. Former large firm accountant offering strategic compliance solutions for complex tax situations.
Dana Geyser
CPA
Delivers part-time CFO services and complex tax planning solutions. Helps businesses achieve financial goals through strategic accounting and tax advisory services with over 20 years of experience.
Amy Schultz
CPA
Founding member with 25+ years of accounting experience. Specializes in financial statement preparation and seamless integration between accounting and tax services for business clients.
Dave Schultz
CPA
Tax specialist with expertise in mergers and acquisitions, international taxation, and high net-worth individual planning. Co-founder with extensive experience in flow-through entity taxation.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, entity selection, compliance, and strategic tax planning to minimize liabilities while ensuring regulatory compliance.
Can you help with IRS audit representation?
Yes, our team handles all IRS audit correspondence, negotiations, and appeals to protect your interests and resolve tax disputes effectively.
Do you offer accounting services for small businesses?
We provide part-time CFO services, internal controls implementation, and financial statement preparation tailored to small business needs.
What retirement planning services are available?
We offer comprehensive retirement planning including tax-efficient distribution strategies, Social Security optimization, and personalized savings plans.
How do you handle international tax matters?
Our experts specialize in cross-border taxation, helping clients navigate complex international tax regulations and compliance requirements.
