Business Details
50+ Years
experience
Certified Public Accountants in Glendale, WI
At Mitz & Rozansky, we have dedicated ourselves to building enduring client relationships through personalized accounting services for both individuals and businesses. With over five decades of experience, our team delivers hands-on support tailored to each clients financial objectives, including tax planning, business valuation, and operational management. Our staff maintains expertise in evolving tax regulations, accounting software, and legal frameworks, ensuring comprehensive solutions for retirement planning, entity selection, and cash management.We prioritize continuous education and a collaborative approach, integrating our full team into every client engagement. Our cloud-based QuickBooks support and litigation expertise further distinguish our ability to address complex financial needs. Headquartered in Glendale, Wisconsin, we serve Southeastern Wisconsin with a commitment to transparency, client education, and long-term strategic partnerships.
Services
Tax Preparation
Business Valuation
QuickBooks Support
Retirement Planning
Entity Selection
Cash Management
Litigation Support
Estate Planning
Operational Consulting
Payroll Processing
Details
- Year established: 1973
Highlights and features
- We offer over 50 years of experience in accounting and tax services.
- Our team approach ensures comprehensive, tailored financial solutions.
- We hold the Accredited in Business Valuation (ABV) certification.
- We provide cloud-based QuickBooks support for seamless remote operations.
- Our staff continuously updates expertise in tax regulations and software.
Associations and certifications
- Accredited in Business Valuation (ABV)
Services
Business Valuation
We provide detailed business valuations combining data analysis and subjective assessment to determine fair market value. Our ABV-certified experts analyze financial records, industry trends, and operational metrics to support mergers, estate planning, or litigation. Clients receive tailored reports ranging from summary analyses to comprehensive documentation for legal compliance.
Tax Planning
Our tax planning services focus on minimizing liabilities while ensuring compliance with federal, state, and international regulations. We prepare personal and corporate tax returns, optimize deductions, and advise on strategies aligned with long-term financial goals. Our team stays updated on legislative changes to provide accurate, forward-thinking solutions.
QuickBooks Support
Certified QuickBooks ProAdvisors assist with software implementation, training, and cloud-based solutions. We help businesses streamline accounting processes through customized setup, data conversion, and remote support via Right Networks. Our services enhance efficiency in payroll, reporting, and daily financial operations.
Retirement Planning
We design retirement strategies to preserve wealth and minimize tax exposure. Our services include investment advice, pension structuring, and estate planning to ensure financial security. Clients receive personalized guidance on retirement accounts and distribution plans tailored to their life goals.
Litigation Support
Our firm offers forensic accounting and expert witness services for legal disputes. We analyze financial records, quantify damages, and provide court-ready reports. Accountants are qualified to testify on matters involving business valuations, fraud investigations, and contract disputes.
People
Steve Rozansky
Shareholder
Steve Rozansky specializes in business valuation, financial structuring, and litigation support. With over 30 years at Mitz & Rozansky, he oversees the tax department and contributes expertise to Biz Times magazine. He earned the ABV certification and mentors staff while driving firm management initiatives.
Questions
What accounting services does Mitz & Rozansky offer?
We provide tax preparation, business valuation, QuickBooks support, retirement planning, entity selection, and litigation consulting for individuals and businesses.
How does your firm handle business valuations?
Our ABV-certified team uses data analysis and subjective assessments to deliver accurate valuations for mergers, estate planning, or legal disputes, with detailed reporting options.
Do you support cloud-based accounting systems?
Yes, we offer cloud-based QuickBooks solutions through Right Networks for remote access, real-time collaboration, and secure data management.
What makes your tax planning unique?
We combine decades of expertise with ongoing regulatory updates to create tax strategies that align with clients' personal and business financial goals.
Can you assist with QuickBooks software issues?
Our Certified QuickBooks ProAdvisors provide setup, troubleshooting, training, and integration services to optimize your accounting workflows.
