Delivering Personalized TAX and ACCOUNTING Solutions Where It Counts!
AM Accounting and Tax Services LLC, based in Milwaukee, Wisconsin, is a comprehensive accounting firm dedicated to providing top-tier tax preparation, small business accounting, and personal and small business financial planning and coaching. Our mission is to deliver personalized solutions that put our clients on the path to success. With over 25 years of experience, our certified public accountant, Alice Zaganczyk Peterson, leads a team of professionals committed to building strong relationships with clients, rooted in trust, transparency, and exceptional service.
Tax Preparation & Planning
At AM Accounting and Tax Services LLC, we understand that managing your finances can be a challenging and time-consuming task. That's why we offer a full range of tax preparation and planning services tailored to your unique needs. Whether you require assistance with individual or business taxes, tax resolution, or complex tax matters, our team is here to help you maximize your income and minimize your tax liability.
We offer secure online document upload and drop-off options, making it easy for you to provide the necessary paperwork for your tax preparation. Our goal is to make the process as seamless and stress-free as possible, ensuring that you get the best possible outcome.
Small Business Accounting
As a small business owner, managing your finances and staying compliant with tax regulations can be overwhelming. At AM Accounting and Tax Services LLC, we specialize in working with small businesses to evaluate, guide, and assist them in setting up the right systems for optimal tax and financial reporting results. Our services include financial planning, bookkeeping, payroll, and more, allowing you to focus on growing your business with confidence.
Individual & Small Business Coaching
Our team at AM Accounting and Tax Services LLC believes that financial education is the key to a secure financial future. That's why we offer individual and small business financial planning and coaching services. Whether you need help answering financial questions, paying off debt, saving for a new home, planning for retirement, or managing your small business finances, our experts are here to guide, coach, and work with you to set up a customized financial plan that works best for you.
Why Choose Us?
AM Accounting and Tax Services, LLC, is more than just a service provider-we are a true partner in your success. Our commitment to building strong, personal relationships with our clients sets us apart from the competition. We are dedicated to providing the highest level of service and expertise, ensuring that you have the knowledge and tools you need to make informed financial decisions and achieve both personal and professional success.
Don't face your tax and accounting challenges alone. Contact us today to schedule a 15-minute no-charge consultation and discover the AM Accounting and Tax Services LLC difference for yourself.
Customer Experience
The majority of customers have had positive experiences with AM Accounting, with many praising the company's professionalism, customer service, and ability to maximize their tax returns. However, a few customers have had negative experiences, citing unprofessional behavior and poor communication.
Positive Comments
The staff at AM Accounting are described as professional, patient, and understanding, with one customer stating that every single person at the office has been beyond professional. Customers also praise the company's ability to provide swift replies to questions and to maximize their taxes. Additionally, many customers have noted that the company's online services and facilities have been perfect.
Negative Comments
On the other hand, some customers have had negative experiences. One customer reported being treated rudely by the receptionist, who hung up on them. Another customer stated that the company failed to provide tax submission confirmation prior to payment, leading to frustration and uncertainty.
