Business Details
45 Years
experience
Trusted Accounting and Tax Services in Appleton, WI
Founded in 1981, our firm has built a reputation for delivering expert accounting and tax services to individuals and businesses across Wisconsin. With decades of combined experience, our team of certified professionals specializes in navigating complex tax laws, optimizing financial strategies, and providing personalized advisory solutions. We prioritize client relationships, ensuring transparency, compliance, and tailored guidance to meet unique financial goals. Our commitment to excellence extends to IRS audit representation, retirement planning, and QuickBooks support, positioning us as a trusted partner for long-term financial success. 
Services
Tax Preparation
Financial Planning
Bookkeeping Services
IRS Audit Representation
QuickBooks Support
Retirement Planning
Elder Care Accounting
Business Advisory
Payroll Management
Tax Relief
Details
- Year established: 1981
Highlights and features
- We offer over 50 years of combined experience in tax and accounting services.
- Our team provides personalized solutions for complex financial and tax challenges.
- We specialize in IRS audit representation and tax relief strategies.
- Our proactive approach ensures year-round financial compliance and planning.
- We serve diverse industries including healthcare, dentistry, and law firms.
What people say
Professional and responsive
Quality service
Close personal attention
Trusted advisor
Expertise in tax planning
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies deductions and credits to minimize liabilities while offering strategic planning to optimize financial outcomes. Clients receive year-round support to navigate evolving tax laws with confidence.
IRS Audit Representation
Our professionals handle IRS audit representation, managing correspondence and negotiations to protect client interests. We prepare documentation, address discrepancies, and advocate for favorable resolutions, reducing stress and potential financial penalties. Proactive guidance helps prevent future audit risks through accurate reporting practices.
Financial Planning
We develop personalized financial plans to achieve retirement, estate, and investment goals. Services include risk assessment, tax-efficient strategies, and retirement income distribution planning. Clients benefit from ongoing reviews to adapt to life changes, ensuring long-term financial security and intergenerational wealth preservation.
QuickBooks Support
Our QuickBooks specialists optimize software usage for small businesses, offering setup, training, and troubleshooting. We ensure accurate financial tracking, streamline payroll processes, and integrate systems for efficient cash flow management. Clients gain actionable insights through customized reports to support data-driven decisions.
Business Advisory
We deliver tailored advisory services for business growth, including valuation, succession planning, and cash flow management. Our expertise in entity selection, mergers, and industry-specific challenges helps clients enhance profitability and operational efficiency. Proactive compliance and tax planning ensure sustainable business development.
People
Michael Eugene Spurlock
Founder and Managing Partner
With over 51 years of experience, Michael specializes in healthcare and professional practice valuations. He founded the firm in 1981 and leads a team of 25 professionals, focusing on business mergers and financial strategy.
William Miller
Partner
A CPA since 1986, Bill provides tax and accounting services to small businesses. He emphasizes long-term client relationships and proactive financial guidance, with expertise in tax compliance and business growth strategies.
Mark Johnson
Partner
With 30+ years in public accounting, Mark focuses on tax planning and financial services for businesses and individuals. He is active in local youth organizations and holds CPA certifications from Wisconsin and national institutes.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll tax compliance, entity selection, and tax planning strategies to minimize liabilities and ensure regulatory compliance.
Can you help with IRS audit representation?
Yes, we handle IRS audit correspondence, documentation preparation, and negotiations to resolve disputes and reduce financial exposure for individuals and businesses.
Do you offer financial planning for retirement?
We create customized retirement plans, analyze investment risks, and optimize Social Security strategies to ensure financial security for clients nearing retirement.
How can QuickBooks support benefit my business?
Our QuickBooks experts streamline accounting processes, improve financial tracking, and provide training to enhance efficiency and decision-making for small businesses.
What industries do you specialize in?
We serve healthcare providers, dentists, law firms, manufacturers, and real estate professionals with tailored accounting and advisory solutions.
