Business Details
43 Years
experience
Expert Accounting & Tax Services in Waukesha
Walkowicz, Boczkiewicz has served the business community for over 40 years, combining personalized service with professional expertise. Our mission centers on maintaining clients' financial viability while proactively addressing future goals through open communication and thorough analysis. With a team of certified professionals, we deliver tailored solutions for individuals, business owners, executives, and independent professionals. Our reputation for excellence stems from decades of dedicated service and a commitment to staying current with evolving tax laws and financial regulations.We specialize in optimizing tax strategies, ensuring accurate accounting practices, and providing comprehensive advisory services. Our approach emphasizes transparency, responsiveness, and building long-term relationships based on trust and proven results. Clients benefit from our deep understanding of financial systems and our ability to translate complex regulations into practical business strategies. This foundation of experience and client-focused service has earned us enduring respect within the local business and financial communities.
Services
Tax Management
Accounting Services
Audit Services
QuickBooks Help
IRS Representation
Financial Projections
Entity Restructuring
Cash Flow Analysis
Bookkeeping
Tax Planning
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services
- Our team includes certified CPAs with specialized expertise in tax law
- We provide personalized service while maintaining professional excellence
- Our competitive rates deliver exceptional value for comprehensive services
- We offer free initial consultations to understand client-specific needs
Services
Tax Management Services
Our tax management services help clients navigate complex tax regulations while optimizing financial strategies. We specialize in minimizing tax liabilities through strategic planning and compliance solutions. Clients receive personalized guidance for both individual and business tax needs, ensuring they maximize available deductions while maintaining regulatory compliance.
Audit Services
We conduct comprehensive audits following Generally Accepted Auditing Standards to verify financial accuracy and internal controls. Our team works closely with clients to evaluate accounting systems and provide assurance on financial statements. This service helps businesses maintain transparency and build trust with stakeholders through rigorous verification processes.
QuickBooks Help and Assistance
Our QuickBooks specialists offer training, setup, and ongoing support to optimize accounting operations. We help businesses implement and maintain efficient accounting systems while providing technical support and financial reporting guidance. This service ensures clients maximize software capabilities for better financial management.
IRS Representation
We provide professional representation during IRS audits and tax disputes. Our experienced team handles all communication with tax authorities while developing strategic responses to audit findings. This service helps clients navigate complex tax issues with expert guidance and advocacy throughout the process.
Financial Projections and Forecasts
We create detailed financial projections to help businesses plan for future growth and challenges. Our analysis incorporates market trends and company-specific data to develop accurate forecasts. This service supports strategic decision-making by providing insights into potential financial outcomes and resource planning requirements.
People
Edward J. Walkowicz
Partner
Edward J. Walkowicz is a certified public accountant with extensive experience in tax and accounting services. He graduated with a BBA in Accounting from the University of Wisconsin - Whitewater and brings decades of professional expertise to client engagements.
Valorie A. Boczkiewicz
Partner
Valorie A. Boczkiewicz, a certified public accountant, specializes in providing comprehensive accounting solutions. She earned her BBA in Accounting from the University of Wisconsin - Whitewater and contributes significant industry knowledge through her professional practice.
Roxann V. Cowan
Partner
Roxann V. Cowan is a certified public accountant with a BSBA in Accounting from The Ohio State University. She provides expert accounting and advisory services, drawing on extensive professional experience to address client needs effectively.
William A. Silvers
Partner
William A. Silvers, a certified public accountant, contributes specialized accounting expertise to the firm. He holds a BS in Accounting from Pensacola Christian College and applies his technical knowledge to deliver quality client services.
Wendy L. Hanson
Principal
Wendy L. Hanson serves as Principal with expertise in accounting and financial management. She graduated with a BBA in Accounting from the University of Wisconsin - Whitewater and provides valuable professional insights to client engagements.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statement preparation, cash flow analysis, and QuickBooks support for businesses of all sizes.
How can you help with tax planning?
Our tax professionals offer year-round planning strategies to minimize liabilities, maximize deductions, and ensure compliance with federal and state regulations.
Do you handle IRS representation?
Yes, we provide professional representation during audits and assist with resolving tax disputes with federal and state agencies.
What makes your firm different?
We combine 40+ years of experience with personalized service, maintaining direct client relationships while delivering expert financial guidance.
Do you offer business advisory services?
Yes, we provide entity selection, restructuring advice, financial projections, and operational efficiency recommendations tailored to business needs.
