Business Details
Trusted Accounting and Tax Services in West Bend, WI
Integrated Management & Accounting has been dedicated to providing comprehensive financial solutions since its founding. Our team of certified professionals specializes in tax planning, accounting services, and small business consulting, tailored to meet the unique needs of individuals and businesses. With a focus on minimizing tax liabilities and maximizing financial efficiency, we integrate strategic planning for partnerships, corporations, trusts, and estates. Our commitment to client satisfaction is reflected in our personalized approach, ensuring accessibility and timely support.Over the years, we have built long-term relationships with clients by delivering accurate, reliable, and cost-effective services. Our expertise extends to payroll processing, financial statement preparation, and QuickBooks support, empowering businesses to make informed decisions. Partnering with local advisors, we offer holistic trust and estate planning solutions to protect assets and achieve long-term goals. Clients consistently praise our responsiveness, professionalism, and deep understanding of complex financial matters.
Services
Tax Planning
Accounting Services
Payroll Processing
Financial Statements
Estate Planning
Highlights and features
- We have over 20 years of combined experience in tax and accounting services.
- Our team provides personalized, accessible support tailored to client needs.
- We guarantee satisfaction through accurate, timely, and cost-effective solutions.
- We specialize in strategic tax planning to minimize liabilities for businesses and individuals.
- Our expertise includes QuickBooks support and financial statement preparation for business growth.
What people say
Responsive and professional
Extremely knowledgeable
Personalized solutions
Timely support
Trusted expertise
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic analysis of partnerships, S-corps, trusts, and estates. We stay updated on evolving tax laws to implement techniques that reduce obligations while aligning with personal and business financial goals. Clients benefit from tailored strategies that ensure compliance and long-term savings.
Accounting Services
We offer comprehensive accounting solutions including monthly bookkeeping, payroll processing, and financial statement preparation. Our services ensure accurate records for informed decision-making, especially for businesses seeking funding. We support QuickBooks setup and provide depreciation reporting guidance to maximize asset value after taxes.
Estate Planning
Our estate planning integrates tax-efficient strategies for asset protection, legacy planning, and business transitions. Partnering with legal and financial advisors, we help clients establish trusts, manage beneficiary designations, and address charitable giving. The goal is to simplify complex processes while ensuring wishes are honored with minimal burden on beneficiaries.
Small Business Consulting
We provide consulting for new and existing businesses, covering entity structure, financial analysis, and transition planning. Services include business plan development, cash flow optimization, and tax-efficient succession strategies. Our expertise helps clients enhance profitability through data-driven insights and industry-specific benchmarks.
Payroll Processing
Our payroll solutions handle complex compliance reporting and tax calculations for businesses of all sizes. We ensure accurate and timely processing, including sales tax filings and year-end reporting. Clients receive streamlined payroll management with expert support to navigate regulatory requirements and avoid penalties.
People
Kevin Lorge
Managing Partner
Kevin Lorge, CPA, founded Integrated Management & Accounting in 2008 after gaining experience in public accounting. He specializes in tax and estate planning, leveraging strategic insights to improve client financials. Kevin holds a degree from the University of Wisconsin-Whitewater and enjoys local sports and outdoor activities.
Derrick Hubbard
Partner
Derrick Hubbard, CPA, joined Integrated in 2014 after finance internships. He focuses on small business accounting and tax strategies, combining technical expertise with client-focused service. Derrick graduated from the University of Wisconsin-Whitewater and enjoys outdoor recreation in his free time.
Josh Carmichael
Partner
Josh Carmichael, CPA and CVA, specializes in business valuations and tax planning. He joined Integrated in 2016 and holds advanced degrees in accountancy. Josh contributes to strategic client solutions while balancing professional work with running and travel.
Ken Vogt
Senior Tax & Accounting Manager
Ken Vogt, with over 20 years in public accounting, manages tax and accounting operations. He specializes in Peachtree and QuickBooks software, offering technical proficiency to streamline client processes. Ken resides in Kewaskum and actively supports his children's sports activities.
Emilee Verhage
Senior Accountant
Emilee Verhage, a University of Wisconsin Oshkosh graduate, handles tax preparation and payroll processing. Her background in private accounting ensures precise financial management for clients. Emilee enjoys camping and resides in West Bend with her family.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and QuickBooks support tailored to small business needs.
How can tax planning benefit my business?
Strategic tax planning reduces liabilities through entity structuring, deductions, and compliance with evolving tax laws to maximize savings.
Do you assist with estate and trust planning?
Yes, we partner with advisors to create tax-efficient estate plans, including trusts, beneficiary designations, and asset protection strategies.
Are your services available for individuals?
We offer personal tax preparation, retirement planning, and financial advisory services to help individuals achieve long-term goals.
How do you handle business transition consulting?
We guide clients through selling or transferring businesses with strategies for tax efficiency, valuation, and legal compliance.
What sets your firm apart from other accountants?
Our personalized approach, local expertise, and integration of tax, accounting, and consulting services create comprehensive client solutions.
