Business Details
18 Years
experience
Your Trusted Accounting Partner in Marshfield, WI
Opie Accounting & Tax has served the Marshfield, WI community since 2008, building on a legacy of over 70 years of combined experience in bookkeeping, payroll, and tax services. Our commitment to personalized service ensures clients receive accurate and timely financial solutions tailored to their unique needs. By maintaining low overhead costs, we deliver competitive pricing without compromising quality or expertise. Our team includes Sarah Opie, a certified public accountant with extensive public and private accounting experience, who leads our efforts to maintain the trusted reputation established by Parks Accounting Inc.We prioritize client satisfaction through secure digital tools like our client portal for document sharing and payments, while maintaining the personal touch that has kept clients loyal for generations. Our focus on transparency and professionalism extends to all services, including tax preparation, financial planning, and business accounting solutions.
Services
Bookkeeping
Payroll Services
Tax Preparation
Financial Planning
Secure Document Portal
Details
- Year established: 2008
Highlights and features
- 70+ years of combined experience in accounting and tax services
- Personalized service tailored to individual and business needs
- CPA-certified professionals ensuring regulatory compliance
- Competitive pricing through efficient, low-overhead operations
- Secure digital tools for document sharing and payments
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Professional service
Tax expertise
Personalized attention
Secure digital tools
Timely responses
Services
Bookkeeping
We provide comprehensive bookkeeping services for businesses of all sizes, maintaining accurate financial records and ensuring compliance with reporting requirements. Our experienced team uses modern accounting software to track income, expenses, and other financial transactions while delivering monthly or quarterly reports. This service helps businesses maintain financial clarity and make informed operational decisions.
Payroll Services
Our tailored payroll solutions handle all aspects of employee compensation, including wage calculations, tax withholdings, and regulatory filings. We ensure timely and accurate payroll processing while maintaining compliance with federal and state labor laws. This service reduces administrative burdens for businesses while minimizing the risk of costly payroll errors through our meticulous attention to detail.
Tax Preparation
We offer expert tax preparation services for both individuals and businesses, ensuring accurate filings and maximizing eligible deductions. Our CPA-certified professionals stay current with changing tax codes to provide compliant solutions while optimizing tax outcomes. This service provides peace of mind through thorough preparation and timely submission of all required tax documentation.
Financial Planning
Our financial services help clients create strategic plans for long-term financial success, covering budgeting, investment strategies, and retirement planning. We provide personalized guidance to help individuals and businesses achieve their financial goals while maintaining regulatory compliance. This service combines expertise with practical solutions for sustainable financial growth.
Secure Document Portal
We offer a secure online platform for document sharing, payments, and account management, providing convenient 24/7 access to financial information. Clients can upload sensitive documents, make payments, and update personal information through this encrypted system. This service enhances security while streamlining communication and transaction processes for improved efficiency.
People
Sarah Opie
Manager
CPA-certified accountant with experience in public auditing and corporate financial management. Graduated from University of Wisconsin-Platteville and committed to providing personalized accounting solutions in Marshfield since 2008.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, tax preparation, and financial planning services for individuals and businesses in Marshfield, WI.
How do you handle tax preparation?
Our CPA-certified team prepares accurate tax filings for individuals and businesses, ensuring compliance while maximizing deductions through personalized consultations.
What payment methods do you accept?
We accept credit card and check payments through our secure online portal for client convenience and financial flexibility.
How secure are your document sharing tools?
Our client portal uses encryption technology to protect sensitive financial information during document uploads and downloads.
How can I schedule an appointment?
Call us at 715-387-1141 during regular business hours to schedule in-person or virtual consultations with our accounting professionals.
Do you serve businesses outside Marshfield?
While based in Marshfield, we serve clients throughout central Wisconsin with both on-site and remote accounting solutions.
