Business Details
29 Years
experience
Trusted Accounting and Tax Services in Madison, WI
Founded in 1997, we have dedicated ourselves to delivering high-quality tax, accounting, and business consulting services. Our firm combines the personalized attention of a small practice with the technical expertise of a large firm, ensuring clients receive tailored solutions aligned with their unique goals. With decades of collective experience, our team of certified professionals serves individuals and businesses across diverse industries, including real estate, construction, retail, and nonprofits. We prioritize building long-term relationships, offering ongoing support through tax planning, business advisory, and QuickBooks training.Our commitment to continuous learning ensures we stay ahead of industry changes, providing clients with strategic guidance to navigate financial complexities. As a registered QuickBooks Professional Advisor, we specialize in optimizing accounting systems for efficiency. Our mission is to empower clients with clarity, transparency, and peace of mind in managing their financial futures.
Services
Tax Services
Accounting
Business Consulting
QuickBooks Support
Tax Planning
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of experience in tax and accounting services.
- Our team provides personalized QuickBooks training and ongoing support.
- We serve diverse industries with specialized tax planning expertise.
- Our client-first approach ensures transparent communication and tailored solutions.
- We combine small-firm attention with large-firm technical capabilities.
Associations and certifications
- QuickBooks ProAdvisor
Services
Tax Services
Our tax services include individual and business return preparation, trust and estate planning, and IRS representation. We specialize in navigating complex tax laws to minimize liabilities while ensuring compliance. With expertise across multiple industries, we provide strategic year-round tax planning to help clients achieve financial efficiency and long-term savings.
Business Consulting
We offer comprehensive business consulting for startups, growth strategies, and succession planning. Services include entity selection, financial forecasting, and merger/acquisition guidance. Our team provides actionable insights to improve profitability and operational efficiency, tailored to each client's unique business lifecycle and industry requirements.
QuickBooks Support
As certified QuickBooks ProAdvisors, we provide training, system setup, and ongoing support. Our services help businesses optimize accounting workflows through customized chart of accounts, payroll processing, and financial reporting. We offer both in-person training and remote support to ensure clients maximize their software's capabilities.
Accounting Services
We deliver full-cycle accounting solutions including financial statement preparation, bank reconciliations, and outsourced accounting staff. Our services ensure accurate financial records and regulatory compliance. We provide personalized training to help business owners maintain organized records and make informed financial decisions.
SafeSend Returns
Our secure digital tax return process enables efficient review and electronic signing of documents. Clients receive encrypted access to their returns, with step-by-step verification for security. This system streamlines tax filing while maintaining strict confidentiality and compliance with IRS e-filing standards.
People
Janet Hartung Renfert
Managing Shareholder
CPA with extensive client service expertise, ensuring high-quality deliverables while balancing office operations. Committed to personalized client relationships and family-oriented community involvement.
Justin Johnson
Shareholder
CPA combining technical excellence with approachable client service. Active in local sports leagues and dedicated to meeting client expectations through clear communication and reliable support.
Mark D. Krebsbach
Shareholder
Longest-tenured CPA at the firm, specializing in making complex accounting concepts accessible. Known for technical expertise and family-friendly office culture contributions.
Karen Prochaska
Shareholder
CPA providing practical tax solutions with a collaborative approach. Enjoys rural living and sharing financial expertise through community engagement and client education.
Erich Palecek
Shareholder
CPA with strong academic background and competitive drive. Combines technical proficiency with Wisconsin sports enthusiasm, delivering strategic financial guidance to business clients.
Questions
What accounting software do you support?
We specialize in QuickBooks as certified ProAdvisors, offering training, system setup, and ongoing support for small businesses.
How does your tax filing process work?
We use SafeSend Returns for secure digital tax return review and electronic signing, ensuring a streamlined and secure client experience.
Do you serve specific industries?
We work with diverse sectors including real estate, construction, retail, nonprofits, and professional services firms.
What business consulting services do you offer?
Our services include startup guidance, succession planning, financial forecasting, and merger/acquisition advisory tailored to business lifecycle needs.
How can I access my tax documents securely?
Through SafeSend Returns' encrypted platform, with step-by-step verification and electronic signing capabilities for all clients.
