Business Details
Your Trusted Partner for Accounting and Tax Solutions in Altoona, WI
With over three decades of experience in both private industry and public accounting, we bring unparalleled expertise to every client relationship. Our practice is built on the foundation that financial success requires more than number-crunchingit demands strategic insight tailored to individual and business needs. We specialize in demystifying complex tax laws, offering personalized accounting solutions, and providing proactive financial guidance that empowers clients to make informed decisions.Our commitment to continuing education ensures we stay ahead of evolving regulations, while our personalized approach guarantees every client receives the attention they deserve. From tax preparation to business formation consulting, we combine technical mastery with practical wisdom to deliver results that matter.
Services
Tax Preparation
Accounting Services
QuickBooks Support
Tax Planning
Business Formation
Highlights and features
- We offer 30 years of combined experience in private and public accounting sectors.
- Our team provides personalized tax planning strategies tailored to individual circumstances.
- We maintain QuickBooks ProAdvisor certification for specialized software support.
- Our practice emphasizes proactive year-round tax minimization strategies.
- We combine technical expertise with practical business insights from diverse industries.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Leading firms
Personal attention
Professional
Quality service
Responsive
Services
Tax Preparation
We prepare individual and business tax returns for W-2 income, small businesses, rentals, and retirees. Our expertise handles complex situations across all entity types including C corporations, S corporations, LLCs, partnerships, and sole proprietorships. We ensure compliance while maximizing deductions and credits through in-depth knowledge of current tax laws.
Accounting Services
Comprehensive accounting solutions include bookkeeping, payroll management, and sales tax compliance. We handle financial record-keeping, process payroll with federal/state regulation compliance, and provide guidance on property tax and sales tax filings. Our services adapt to evolving business needs while maintaining accurate financial reporting.
Tax Planning
Proactive tax minimization through year-round planning helps clients achieve favorable outcomes. We conduct strategic consultations in July/August and during significant financial events to structure transactions within legal frameworks. This approach optimizes tax positions beyond annual filing season through continuous advisory relationships.
QuickBooks Services
We offer QuickBooks setup, training, and ongoing support for desktop and online versions. Our ProAdvisor certification enables customized chart-of-accounts creation, financial report generation, and user training tailored to business operations. We provide technical assistance for transaction processing and system maintenance.
New Business Formation
Guidance on entity selection (LLC, corporation, partnership) considers tax implications and growth potential. We advise on structural changes as businesses evolve and coordinate with legal counsel for comprehensive startup support. Services include entity evaluation, documentation preparation, and compliance planning for new ventures.
People
Dolores Wojcik
Certified Public Accountant
With 30 years of experience in private industry and public accounting, Dolores provides expert financial guidance. Her diverse background includes corporate accounting roles and small business consulting. She specializes in tax strategy, QuickBooks implementation, and business formation advisory services while maintaining CPA certification through continuing education.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll management, sales tax compliance, and financial reporting tailored to small business needs.
How can tax planning benefit my business year-round?
Proactive tax planning identifies opportunities for savings and compliance throughout the year, not just at filing time.
Do you support QuickBooks software users?
As QuickBooks ProAdvisors, we offer setup, training, and technical support for both desktop and online versions.
What experience do you have with business formation?
We guide clients through entity selection and structural changes with 30 years of combined industry experience.
How do you stay current with tax law changes?
We complete extensive continuing education annually to maintain CPA certification and tax law expertise.
