Business Details
29 Years
experience
Expert Accounting & Tax Services in Milwaukee
Am Accounting & Tax Services and Tax Services was founded in 1997 by Alice Zaganczyk Peterson, a Certified Public Accountant with over 30 years of experience. We specialize in tax preparation and planning, small business accounting, and financial planning for individuals and businesses. Our approach prioritizes direct communication with clients, ensuring personalized solutions rather than delegating work to staff. We believe in educating clients to avoid future financial issues and emphasize transparency, affordability, and community-focused service. Our team includes Anna Sheteron, a payroll specialist pursuing CPA certification, and Vanessa Sanchez Lopez, an administrative expert managing client communication and documentation.We serve Milwaukee businesses and residents, offering secure online filing options and a 15-minute no-charge consultation. Our clients consistently praise our expertise, reliability, and client-centered approach. With decades of experience, we combine technical proficiency with practical Midwestern values to deliver tailored financial solutions. We are committed to being true partners in our clients' success, both personally and professionally.
Services
Tax Preparation
Small Business Accounting
Financial Planning
Tax Resolution
Secure Online Filing
Payroll Services
Tax Coaching
Document Management
Details
- Year established: 1997
Highlights and features
- We offer 30+ years of certified accounting expertise tailored to Milwaukee businesses.
- Our personalized approach ensures direct communication with your CPA for all needs.
- We focus on educating clients to prevent future tax and financial challenges.
- Our team combines technical proficiency with practical Midwestern business values.
- Clients consistently recognize our reliability and comprehensive service quality.
Associations and certifications
- American Institute of Certified Public Accountants
What people say
Outstanding job communicating
Professional and friendly
Absolutely stellar service
Very knowledgeable
Solid with every type of accounting need
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and optimized returns for individuals and businesses. We handle complex scenarios including multi-state filings, small business taxation, and specialized deductions. By staying updated with evolving tax codes, we maximize refunds while maintaining compliance and providing clear explanations of all filing decisions.
Small Business Accounting
We provide complete accounting solutions tailored to small businesses, including bookkeeping, payroll processing, and financial reporting. Our services help maintain precise records, generate actionable financial insights, and ensure timely tax filings. We specialize in simplifying financial management for entrepreneurs while offering personalized guidance to support business growth.
Financial Planning
Our financial planning covers debt reduction, retirement preparation, education savings, and home purchase strategies. We develop customized plans that align with personal goals while considering tax implications. Through ongoing coaching and financial education, we empower clients to make informed decisions that build long-term financial security.
Tax Resolution
We assist clients facing IRS audits, back taxes, or compliance issues with professional representation and strategic solutions. Our expertise includes negotiating payment plans, resolving liens, and addressing complex tax debt situations. We provide documentation support and proactive advice to resolve current issues while preventing future problems.
Secure Online Filing
Our secure portal enables convenient document submission for tax and accounting services. Clients safely upload financial records and receive completed filings through encrypted channels. This system ensures data protection while maintaining efficiency, with staff handling all processing to minimize client effort and streamline the overall workflow experience.
People
Alice Zaganczyk Peterson
Certified Public Accountant
With over 30 years of experience, Alice founded Am Accounting & Tax Services and Tax Services in 1997 after earning her Master's degree from UW-Whitewater. She specializes in tax resolution and business accounting while serving local non-profits, combining technical expertise with personalized client relationships focused on long-term financial education.
Anna Sheteron
Accounting and Payroll Specialist
Anna has worked at Am Accounting & Tax Services and Tax Services for over a decade, assisting with bookkeeping and tax preparation. Currently pursuing a Master's degree in Accounting, she brings expertise in QuickBooks management and payroll services while maintaining a commitment to accurate, client-focused service delivery.
Vanessa Sanchez Lopez
Administrative Assistant
Vanessa manages office operations and client communications with eight years of administrative experience. Her background in non-profit collaboration and construction administration supports efficient client interactions, ensuring smooth documentation handling and appointment coordination while maintaining high service standards.
Questions
What accounting and tax services do you offer?
We provide tax preparation, small business accounting, financial planning, tax resolution, and secure online filing options for individuals and businesses in Milwaukee.
How does your tax preparation process work?
Clients can upload documents through our secure portal or drop them off locally. Our CPAs handle all processing directly, ensuring accuracy and compliance while maintaining personal communication.
Do you offer financial planning services?
Yes, we create customized financial plans covering retirement, debt reduction, education savings, and home purchase strategies with ongoing coaching to achieve financial goals.
Is there a free consultation available?
We provide a 15-minute no-charge consultation to discuss your tax or accounting needs and determine the best service approach for your situation.
How secure is your online document upload?
Our TaxDome portal uses encryption to protect client documents during upload and storage, maintaining confidentiality while streamlining the filing process for convenience.
What areas do you serve?
We primarily serve Milwaukee, Wisconsin businesses and residents, offering both in-person document drop-off and online services for local and remote clients.
