Business Details
Trusted Accounting & Tax Services in Mount Pleasant, WI
At 415 CPAs, we specialize in achieving tax efficiency through strategic planning, delivering personalized accounting and tax advisory services to individuals and businesses. Our team of certified professionals prioritizes professionalism, responsiveness, and quality, offering expertise in tax preparation, financial planning, payroll services, and business advisory solutions. With decades of combined experience, we focus on minimizing tax liabilities, optimizing financial operations, and providing tailored guidance to help clients meet their short- and long-term goals.Our commitment to staying current with evolving tax laws ensures clients receive accurate, compliant, and forward-thinking advice. We serve as trusted partners, emphasizing transparency, client education, and proactive support to empower informed financial decisions.
Services
Tax Preparation
Business Accounting
Payroll Services
Financial Planning
Estate Planning
Tax Planning
QuickBooks Services
Bookkeeping
Part-Time CFO
Succession Planning
Highlights and features
- We offer over 25 years of combined experience in tax and accounting services.
- Our team provides personalized strategies tailored to individual and business needs.
- We guarantee compliance with current tax laws and financial regulations.
- Our client-centric approach prioritizes transparency and clear communication.
- We deliver cost-effective solutions without compromising service quality.
Services
Tax Preparation
We prepare accurate individual and business tax returns, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities. Clients receive timely filings, electronic submission options, and guidance on year-round tax strategies.
Business Accounting
Our services include cash flow analysis, budgeting, and financial reporting for small businesses. We offer strategic tax planning, internal controls, and outsourced CFO support. These solutions help businesses improve profitability and focus on growth.
Payroll Services
We handle payroll tax compliance, direct deposits, and W-2/1099 processing. Our team ensures accurate payments, tax filings, and reporting. Clients benefit from reduced administrative burdens and compliance with evolving payroll regulations.
Estate Planning
We assist with asset allocation, trust administration, and tax-efficient estate strategies. Our services include gift tax planning and business succession frameworks. Clients gain peace of mind through structured plans that align with family and financial goals.
Tax Planning
We develop year-round strategies to reduce tax liabilities, including retirement contributions and withholding adjustments. Our proactive approach ensures clients maximize savings while maintaining compliance with current tax codes and regulations.
People
Darlene M. Lotz
CPA
Darlene has over 30 years of experience in accounting, specializing in corporate and individual tax services. She joined 415 CPAs in 1993 and is a member of the Wisconsin and American Institute of CPAs.
Mark Leeder
CPA
Mark provides accounting services to businesses and nonprofits. He joined 415 CPAs in 2020 after earning his accounting degree from the University of Wisconsin Parkside and volunteering in local communities.
Rick Kutch
CPA
Rick specializes in corporate accounting and litigation support. He joined 415 CPAs in 2021, bringing expertise in economics and volunteer work with charitable organizations.
Questions
What tax services do you offer for individuals?
We prepare individual tax returns, calculate estimated taxes, and develop strategies to minimize liabilities. Our services include electronic filing, extension filings, and year-round tax planning.
Do you provide payroll services for small businesses?
Yes, we handle payroll tax compliance, direct deposits, W-2/1099 processing, and reporting. Our services ensure compliance with federal and state regulations while saving you time.
How can you help with business accounting?
We offer bookkeeping, financial reporting, budgeting, and outsourced CFO services. Our team helps businesses improve cash flow, profitability, and strategic decision-making.
What estate planning services do you provide?
We assist with asset allocation, trust administration, gift tax strategies, and business succession planning. Our goal is to ensure your financial legacy aligns with your family's needs.
Are you available for a free consultation?
Yes, we offer a free initial consultation to discuss your accounting, tax, or financial planning needs. Contact us to schedule an appointment.
