Business Details
Comprehensive Accounting & Tax Services in Wisconsin
For decades, Business & Tax Systems has provided personalized financial guidance to individuals and businesses across Fort Atkinson and surrounding areas. Specializing in accounting, tax planning, and financial services, our team of certified professionals combines expertise with a client-first approach. Our mission centers on maintaining client financial viability while proactively addressing future goals through strategic analysis and open communication. As a locally trusted firm, we prioritize professionalism, responsiveness, and quality in every service delivered. With seasoned CPAs and CFPs on staff, we offer comprehensive solutions ranging from business accounting and payroll management to retirement and estate planning.Our commitment to excellence ensures clients receive tailored advice and timely resolution of tax-related challenges, including IRS representation and audit support. By staying current with evolving tax laws and leveraging technology-driven tools, we empower clients to make informed financial decisions. Whether assisting new business formations or guiding families through complex wealth management strategies, we provide the expertise of a large firm with the personalized attention of a local partner.
Services
Personal Financial Planning
Small Business Accounting
Tax Preparation
Payroll Services
Estate Planning
Retirement Planning
IRS Representation
Bookkeeping Services
Business Succession Planning
Tax Relief Solutions
Highlights and features
- We offer 40+ combined years of CPA and CFP expertise in tax and accounting services
- Our team provides personalized financial planning tailored to individual and business needs
- We specialize in resolving complex IRS issues including audits and payment plans
- Our proactive approach combines strategic tax planning with wealth management strategies
- We maintain active certifications including CPA and CFP designations for professional excellence
What people say
Experienced professionals
Personalized attention
Timely advice
IRS problem resolution
Comprehensive planning
Services
Personal Financial Planning
Our financial planning services develop comprehensive strategies to achieve client financial independence. We analyze current assets, create retirement distribution plans, and optimize tax-efficient wealth transfer strategies. With personalized guidance for retirement, estate planning, and investment strategies, we help clients navigate complex financial decisions while maintaining tax compliance.
Small Business Accounting
We provide complete accounting solutions for small businesses including cash flow management, financial forecasting, and tax planning. Our services encompass payroll processing, budget creation, financial statement preparation, and strategic business advisory services to help companies improve profitability and operational efficiency while maintaining compliance with tax regulations.
Tax Preparation
Our tax services cover individual and business tax preparation with strategic planning to maximize deductions. We handle complex tax situations including IRS audits, back tax resolution, and business tax compliance. Our team stays current with changing tax codes to ensure accurate filings and proactive tax-saving opportunities for clients.
IRS Representation
We specialize in resolving IRS issues including audit representation, payment plans, and tax lien/levy releases. Our experts handle negotiations with tax authorities to create manageable solutions for back taxes owed while protecting client interests. We provide strategic defense against wage garnishments and asset seizures.
Payroll Services
Our comprehensive payroll services handle tax compliance, direct deposits, and regulatory reporting for businesses. We manage W-2 processing, tax withholdings, and employee paycheck generation while ensuring adherence to federal, state, and local payroll regulations, freeing business owners to focus on operations.
People
Deb Ranguette
CPA, CFP
Deb Ranguette combines CPA and CFP certifications to deliver comprehensive financial planning services. With decades of experience in accounting and tax strategy, she specializes in helping clients achieve financial independence through personalized retirement planning and estate management solutions.
Steve Jahnke
CPA
Steve Jahnke applies his CPA expertise to business accounting and tax planning, focusing on small business solutions. His experience includes strategic financial forecasting, compliance management, and delivering tailored accounting services to Wisconsin-based businesses and professionals.
Tammy Schwartz
CPA
Tammy Schwartz provides expert accounting and tax advisory services, specializing in personal financial planning and business compliance. With extensive experience in individual and corporate tax matters, she helps clients navigate complex tax situations while maintaining regulatory compliance.
Taylor Smithyman
CPA, CFP
Taylor Smithyman integrates CPA and CFP skills to deliver holistic financial planning solutions. Specializing in retirement strategies and wealth management, Taylor helps clients develop comprehensive plans that align with their long-term financial goals and tax-efficient wealth transfer objectives.
Megan Koehler
CPA
Megan Koehler focuses on business accounting and tax compliance services. Her CPA expertise covers financial statement preparation, payroll tax management, and strategic advisory services for small businesses seeking to improve financial performance and regulatory compliance.
Questions
Do you offer financial planning for individuals?
Yes, we specialize in personal financial planning including retirement strategies, estate planning, and wealth management tailored to individual client needs.
Can you help with small business accounting?
We provide comprehensive accounting services for businesses including payroll management, financial reporting, and strategic advisory to improve operational efficiency.
What tax services do you provide?
We handle individual and business tax preparation, audit representation, back tax resolution, and strategic tax planning to maximize deductions.
How do you handle IRS issues?
Our team offers IRS audit representation, payment plans, and resolution of levies, liens, and wage garnishments with strategic negotiation approaches.
Are you available for consultations?
We offer free initial consultations to discuss your financial needs through in-person meetings, phone calls, or secure online communication.
What areas do you serve?
We primarily serve Fort Atkinson, Watertown, and surrounding Wisconsin communities with both local and virtual service options available.
