Business Details
26 Years
experience
Emergency
services
Expert Accounting & Tax Services in Milwaukee, WI
At Tax Management, our mission is to partner with clients by investing time to understand their unique needs. We begin with a 60-minute consultation to grasp your personal and business circumstances, enabling tailored tax and financial planning. Our team specializes in integrating business systems to streamline operations, ensuring personalized service without generic templates. With expertise in QuickBooks, Xero, and other platforms, we empower clients to leverage technology for growth. Our approach emphasizes on-site meetings to convert raw data into actionable insights, fostering client confidence in their financial future. Recognized for accessibility and affordability, we focus solely on core tax and accounting services without upselling unnecessary products.Our professionals, including Certified Public Accountants and Enrolled Agents, bring over a century of combined experience to resolve complex issues like IRS audits and tax debt settlements. We prioritize transparency, ensuring clear communication about options during audits or compliance challenges. Client testimonials highlight our timely advice, error-free filings, and strategic support for business expansion. By eliminating redundant processes through automation, we help clients scale operations efficiently.
Services
Tax Planning
Accounting Services
IRS Representation
Audit Assistance
Payroll Services
Tax Debt Settlement
Business System Integration
Details
- Year established: 2000
Highlights and features
- We offer 60-minute personalized consultations to understand your unique financial needs.
- Our team includes a Certified Public Accountant with experience as a former CFO.
- We specialize in seamless integration of accounting systems like QuickBooks and Xero.
- We provide IRS audit support with direct representation from Enrolled Agents.
- Our staff brings over 100 years of combined experience in tax and accounting services.
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
- Certified Internal Auditor
What people say
Very professional
Excellent advice
Timely responses
Affordable rates
Trusted partner
Services
IRS Representation
Our Enrolled Agents and CPAs represent clients during IRS audits, correspondence reviews, and tax debt negotiations. We analyze notices, prepare documentation, and communicate directly with tax authorities to resolve issues efficiently. With expertise in federal tax law, we help minimize liabilities and protect client interests during audits of all types.
Tax Debt Settlement
We negotiate payment plans and reduced settlements for clients owing back taxes. Through Installment Agreements or Offer-in-Compromise programs, our experts assess eligibility and handle government communications to resolve tax debt burdens effectively while protecting client financial health.
Business System Integration
Our certified specialists help integrate accounting software, POS systems, and CRMs to create seamless financial workflows. We implement solutions like QuickBooks and Xero to eliminate manual processes, improve accuracy, and create scalable business operations through automation.
Payroll Services
We handle payroll processing, tax filings, and workers' compensation audits with expertise in major platforms like ADP and Paychex. Our specialists ensure compliance with employment tax regulations while providing accurate, timely payment processing for businesses of all sizes.
Tax Planning
Our professionals provide year-round tax strategy consultations to minimize liabilities and optimize financial outcomes. We analyze business structures, cash flow patterns, and investment activities to develop customized plans that align with both regulatory requirements and growth objectives.
People
Samantha Scheumann
Accountant, Enrolled Agent, Tax Preparer
Enrolled Agent specializing in individual and small business taxes with expertise in bookkeeping, payroll, and financial reporting. Provides accurate accounting solutions tailored to client needs.
Mike Sargent
Certified Public Accountant
CPA and former CFO with expertise in business startup consulting and tax strategy. Provides comprehensive financial advice to entrepreneurs and small business owners across multiple industries.
Lindsay Dereszynski
Payroll Specialist
Experienced payroll specialist managing payroll processing and office administration. Handles complex payroll tax compliance issues and supports team accountants with technical expertise.
Judi Mulkey
Administrative Assistant
Key administrative support for client communications and office operations. Coordinates appointments and serves as primary contact for client inquiries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, and accounting system integration for platforms like QuickBooks and Xero. Our team helps automate financial processes to improve efficiency.
How do you handle IRS audit representation?
Our Enrolled Agents review audit notices, prepare documentation, and represent clients directly with the IRS through correspondence, office audits, and field examinations.
Can you assist with tax debt settlement?
Yes, we negotiate Installment Agreements and Offer-in-Compromise solutions for clients unable to pay full tax liabilities.
Do you provide year-round tax planning services?
Absolutely. We offer ongoing tax strategy consultations to help businesses and individuals optimize their financial positions throughout the year.
How do you train clients on accounting software?
Our certified professionals conduct on-site training sessions for QuickBooks, Xero, and other platforms to improve financial management capabilities.
What sets your firm apart from online tax services?
We provide personalized CPA-led guidance and proactive financial planning, not automated templates, with direct in-person meeting options.
