Business Details
Expert Tax & Payroll Services in Superior, WI
Scott Wallin CPA is a locally owned and operated accounting firm based in Superior, WI, dedicated to providing personalized tax and payroll services to individuals and businesses. With a commitment to excellence, we have been recognized as the Best of the Best accounting firm in the Northland for four consecutive years. Our team of certified professionals prioritizes client needs, offering tailored solutions to navigate complex tax and financial challenges.We leverage modern tools like Gusto for efficient payroll processing while maintaining a strong focus on accuracy and compliance. Our mission is to serve the local community with integrity, transparency, and a deep understanding of regional tax requirements, ensuring clients achieve their financial goals with confidence.
Services
Tax Preparation
Payroll Services
Tax Record Retention
Tax Tools
Financial Calculators
Highlights and features
- Locally owned and operated in Superior, WI
- Voted Best of the Best accounting firm for 4 years
- Personalized service from certified CPAs
- Efficient payroll processing via Gusto platform
- Secure document handling and tax compliance
Services
Tax Preparation
We prepare individual income tax, business income tax, and nonprofit tax returns with precision. Our team stays updated on current tax laws to ensure compliance and optimize deductions. Clients receive clear guidance to navigate complex tax scenarios confidently.
Payroll Services
We handle payroll processing through Gusto, ensuring accurate and timely payments for businesses. Our service includes tax withholding calculations, direct deposit setup, and year-end W-2 generation for seamless payroll management.
Tax Record Retention
We advise on proper tax record retention, including digital backup strategies and secure storage. Our guidance helps clients maintain compliance with IRS requirements while protecting sensitive financial information long-term.
Tax Tools
We provide access to tax calculators, due date trackers, and IRS document search tools. These resources empower clients to prepare for tax season and make informed financial decisions throughout the year.
Financial Calculators
Our online financial tools help clients estimate tax liabilities, plan deductions, and understand credit eligibility. These calculators simplify complex financial scenarios for better budgeting and tax planning.
People
Scott Wallin
President
Scott Wallin, CPA, leads our Superior-based firm with over 20 years of accounting experience. He specializes in individual and business tax strategy, focusing on maximizing client savings while ensuring compliance.
Katie Trianoski
Staff Accountant
Katie Trianoski, CPA, brings expertise in nonprofit tax compliance and small business accounting. She prioritizes clear communication to help clients understand complex tax requirements and financial reports.
Nolen Glonek
Staff Accountant
Nolen Glonek, CPA, specializes in payroll tax regulations and business entity structuring. His analytical approach ensures accurate tax filings and strategic financial planning for growing businesses.
Amy Rice
Staff Accountant
Amy Rice focuses on individual tax preparation and audit support. With attention to detail, she helps clients navigate tax credits, deductions, and compliance requirements efficiently.
Makayla Haasnoot
Office Manager
Makayla Haasnoot manages client communications and document security. She ensures smooth operations, coordinates tax season workflows, and maintains the firm's commitment to data privacy and client confidentiality.
Questions
What tax services do you offer?
We prepare individual income tax returns, business tax returns, and nonprofit tax filings, including federal, state, and local tax forms.
Do you handle payroll processing?
Yes, we process payroll through Gusto, managing tax withholdings, direct deposits, and year-end W-2 forms for businesses.
How should I prepare for a tax appointment?
Bring ID, Social Security cards, income documents (W-2s, 1099s), deduction records, and prior year tax returns for accurate filing.
How long should I keep tax records?
Retain tax records for at least 3 years; we recommend digital backups and secure storage for up to 6 years for audit protection.
Are you available year-round?
We provide tax services year-round and offer payroll support during regular business hours. Contact us for appointment scheduling.
