Business Details
Your Trusted Partner for Accounting & Tax Solutions in Brookfield
Our firm provides comprehensive accounting, tax, and small business consulting services tailored to meet individual client needs. With over 30 years of experience, including a distinguished career as a former Revenue Agent with the IRS, we combine deep technical expertise with personalized service. We prioritize client relationships, ensuring direct access to our CPA for all financial matters. Our services include year-round tax planning, retirement strategy development, and secure online document management through our CyberCabinet system. We serve individuals and businesses in Brookfield, Wisconsin, offering flexible communication options via phone, email, or in-person consultations.Our commitment to transparency is reflected in complimentary initial consultations and no hidden fees. We specialize in simplifying complex tax scenarios, including cryptocurrency reporting, while maintaining strict confidentiality and data security. Our clients benefit from customized financial calculators, tax refund tracking tools, and educational resources designed to enhance financial literacy. We measure success through long-term client satisfaction and the trust earned through decades of ethical, results-driven service.
Services
Tax Preparation
Retirement Planning
Crypto Tax Reporting
Online Document Storage
Tax Consulting
IRS Representation
Financial Calculators
Tax Refund Tracking
Highlights and features
- Over 30 years of combined accounting and IRS experience
- Direct access to CPA for all client consultations
- Secure CyberCabinet document management system
- Specialized cryptocurrency tax reporting services
- Complimentary no-obligation initial consultations
Associations and certifications
- American Institute of CPAs
- AccountantsWorld
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses. Our IRS-experienced CPA provides year-round planning to minimize tax burdens while ensuring compliance with federal, state, and local regulations. Clients receive personalized guidance through complex tax scenarios.
Crypto Tax Reporting
Specialized cryptocurrency tax solutions for all trading volumes. We generate IRS-compliant reports including Form 8949, audit trails, and tax loss harvesting analyses. Our system supports imports from major crypto platforms with direct TurboTax integration.
Retirement Planning
Custom retirement strategy development based on individual financial situations. We analyze income projections and recommend savings techniques to maintain lifestyle standards during retirement years, addressing both short-term and long-term financial goals.
Secure Document Storage
24/7 encrypted document management through our CyberCabinet system. This free service eliminates traditional document transfer methods while maintaining strict confidentiality and providing permanent digital access to tax records and financial documents.
Tax Consulting
Personalized tax consulting services with direct CPA access. We offer year-round guidance on tax implications for financial decisions, business operations, and investment strategies, focusing on compliance and optimization opportunities.
People
Sondra Safer
Certified Public Accountant
With over 30 years of experience, including former IRS Revenue Agent background, Sondra provides expert accounting services focused on personalized client solutions. Her practice emphasizes direct client interaction and comprehensive financial guidance.
Questions
What accounting services do you offer?
We provide tax preparation, retirement planning, crypto tax reporting, document storage, and personalized financial consulting.
Do you handle cryptocurrency tax reporting?
Yes, we offer specialized crypto tax services including Form 8949 preparation and tax loss harvesting reports.
Is online document sharing secure?
Our CyberCabinet system provides 24/7 encrypted document storage and transfer with no additional fees.
Can I file taxes independently?
Yes, we offer secure online filing access for federal and state returns at competitive rates.
What makes your practice unique?
Direct CPA access, IRS experience, and personalized service with no third-party involvement.
