Business Details
41 Years
experience
Expert Accounting & Tax Services in Greenfield, WI
Established in 1985, Bms Management Service has been dedicated to providing expert guidance through the complexities of accounting, tax, and financial planning. Our primary mission is to assist small businesses and individuals in identifying the most effective financial strategies tailored to their unique circumstances. With a commitment to staying current with evolving tax laws, our team continuously enhances its knowledge to deliver accurate and reliable service.We offer flexible support options, including on-site or office-based assistance, ensuring accessibility for all clients. Our focus on personalized solutions has solidified our reputation as a trusted partner in financial success.
Services
Full Service Accounting
Accounts Receivable
Bank Reconciliation
Payroll Services
Tax Liability Reports
Sales Tax Preparation
General Ledger Preparation
Balance Sheets
Income Statements
Financial Planning
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in accounting and tax services since 1985.
- Our team provides personalized financial guidance tailored to individual client needs.
- We maintain expertise in evolving tax laws to ensure accurate compliance.
- We offer flexible service options including on-site and office-based support.
- Our credentials include Enrolled Agent, Accredited Tax Planner, and Notary Public certifications.
Associations and certifications
- Enrolled Agent (EA)
- Accredited Tax Planner (ATP)
- Accredited Tax Advisor (ATA)
- Notary Public
Services
Full Service Accounting
We provide complete accounting solutions including financial statement preparation, general ledger maintenance, and payroll processing. Our services accommodate both on-site and office-based client preferences. With expertise in small business needs, we ensure accurate financial reporting and regulatory compliance.
Tax Preparation
Specializing in individual and business tax return preparation, we handle complex tax situations while maximizing deductions. Our team stays current with changing tax codes to ensure accurate filings. We offer tax projection services to help clients plan effectively for future obligations.
Financial Planning
We develop customized financial strategies to help clients achieve long-term goals. Our planning incorporates tax-efficient strategies and retirement planning expertise. With personalized guidance, we help individuals and businesses optimize their financial positioning.
Payroll Services
Our payroll solutions include tax withholding calculations, paycheck processing, and regulatory reporting. We ensure compliance with federal and state requirements while maintaining accurate records. Clients benefit from streamlined payroll management and timely tax filings.
Bank Reconciliation
We reconcile financial records with bank statements to ensure accuracy and detect discrepancies. This service maintains clean financial records and supports audit readiness. Our process identifies errors and ensures proper financial tracking for businesses.
People
Bonnie M Stanke
Accountant, ATP, ATA, EA, Notary Public
Founder of Bms Management Service since 1985, Bonnie brings decades of tax expertise. A Wisconsin native, she specializes in individual and business tax planning while maintaining multiple professional credentials. Her passion for financial education drives personalized client solutions.
Angie M Grass
Administrative Assistant, Notary Public
With 20 years of office management experience, Angie supports BMS operations since joining in 2021. She combines accounting training with administrative expertise to enhance client service efficiency. Her background includes church administration and missionary work.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bank reconciliation, payroll processing, financial statement preparation, and general ledger maintenance. Our services support small businesses with both on-site and office-based options.
Do you specialize in tax planning for individuals?
Yes, we offer comprehensive tax planning and preparation services for individuals, including tax liability projections and optimization strategies. Our team holds specialized credentials in tax advisory services.
How do you handle changing tax regulations?
Our team maintains continuous education on evolving tax laws through professional development. As Enrolled Agents and Accredited Tax Professionals, we ensure compliance with current federal and state tax requirements.
What financial planning resources do you provide?
We offer personalized financial planning incorporating tax-efficient strategies, retirement planning, and wealth management solutions. Our approach focuses on long-term financial goals while maintaining flexibility for changing circumstances.
Are your services available outside regular business hours?
We offer Saturday appointments by request and maintain flexible scheduling options. Regular business hours are Monday-Thursday 8am-5pm, Friday 8am-4pm, with after-hours availability for urgent client needs.
