Business Details
35 Years
experience
Expert Accounting and Tax Services in Bloomer, WI
Adler Cpa's & Advisors has been a trusted name in accounting and financial services since 1991. Our firm was founded on the principle of delivering practical financial solutions to agricultural businesses and has since expanded to serve a diverse clientele including small businesses and individuals. With decades of combined experience, our team of certified professionals specializes in tax preparation, accounting, and consulting services tailored to meet the unique needs of each client. We prioritize building long-term partnerships by offering personalized attention and actionable insights that drive financial success. Our expertise in agriculture accounting remains a cornerstone of our practice, supported by a deep understanding of the industry's evolving challenges. We are committed to staying at the forefront of accounting technology through services like QuickBooks consulting, ensuring our clients benefit from efficient digital solutions.Headquartered in Bloomer, Wisconsin, we combine local knowledge with professional rigor to help clients achieve their financial goals. Our team includes seasoned professionals like David Adler, a CPA and attorney with over 30 years of experience, and Mary Steinmetz, whose expertise in agricultural accounting strengthens our service offerings. We actively engage with the community through leadership roles and board memberships, reflecting our dedication to both professional and civic excellence. Whether assisting with payroll services, succession planning, or tax strategies, we remain focused on delivering reliable, client-centered solutions that foster long-term prosperity.
Services
Tax Preparation
Agriculture Consulting
QuickBooks Consulting
Payroll Services
Succession Planning
Financial Statement Preparation
Details
- Year established: 1991
Highlights and features
- 30+ years of experience serving agricultural and small business clients
- Specialized expertise in dairy farming and crop accounting
- CPA-certified professionals with legal and financial industry credentials
- QuickBooks consulting for modern accounting efficiency
- Personalized service focused on long-term client partnerships
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, trusts, and nonprofits. Our team stays current with evolving tax laws to maximize deductions and minimize liabilities while ensuring compliance. Clients benefit from personalized strategies that align with their financial goals.
Agriculture Consulting
Specialized financial guidance for dairy farmers, crop producers, and livestock operations. We optimize tax deductions for equipment and land while providing cash flow management solutions tailored to agricultural cycles and regulatory requirements.
QuickBooks Consulting
Implementation, training, and support for QuickBooks software. We help businesses transition to digital accounting systems, improve financial tracking efficiency, and maintain accurate records through customized software solutions.
Payroll Services
Comprehensive payroll processing that ensures timely and accurate employee payments and tax filings. Our service reduces administrative burdens while maintaining compliance with federal and state employment regulations.
Succession Planning
Strategic planning for business and estate transitions. We develop customized succession frameworks that ensure smooth ownership transfers while addressing tax implications and preserving family legacy.
People
David Adler
Founder & CPA
With over 30 years in finance and law, David Adler provides expert tax and business planning. A UW-Eau Claire graduate and CPA, he specializes in agricultural accounting and community leadership.
Mary Steinmetz
CPA
Mary Steinmetz brings 30+ years of accounting experience, focusing on agricultural clients. A Lakeland College graduate and Wisconsin CPA, she delivers tailored financial solutions for farming operations.
Questions
What accounting services do you offer for agricultural businesses?
We provide specialized bookkeeping, tax planning, and financial consulting for dairy farms, crop producers, and livestock operations.
Do you handle tax preparation for individuals and corporations?
Yes, we prepare tax returns for individuals, businesses, trusts, and nonprofit organizations with personalized strategies.
How can QuickBooks consulting benefit my small business?
Our QuickBooks experts implement and train on accounting software to improve financial tracking efficiency and accuracy.
What succession planning services are available?
We create customized estate transfer plans ensuring smooth business transitions while addressing tax implications and family needs.