Business Details
Trusted Accounting & Tax Services in Milwaukee
DWT Tax & Accounting has served small businesses and individuals in the Milwaukee Metropolitan area for over 25 years. Our firm combines deep accounting expertise with personalized advisory services to help clients manage finances, reduce tax liabilities, and achieve long-term growth. We specialize in tailored solutions for law firms, real estate professionals, and consumer service businesses, offering services ranging from bookkeeping to IRS problem resolution. Our team of Certified Public Accountants brings decades of combined experience in tax planning, business incorporation, and QuickBooks support.We prioritize building lasting relationships through transparent communication, innovative financial strategies, and a commitment to understanding each client's unique needs. With two local offices and a focus on community-based service, we provide accessible expertise for businesses in Brookfield, Greenfield, West Allis, and surrounding areas.
Services
Accounting Services
Tax Preparation
QuickBooks Support
Business Incorporation
IRS Problem Resolution
Outsourced Bookkeeping
Payroll Services
Financial Planning
Highlights and features
- We offer 25+ years of specialized accounting experience for Milwaukee-area small businesses
- Our team includes Certified Public Accountants with expertise in tax problem resolution
- We provide industry-specific solutions for law firms, real estate professionals, and more
- We combine QuickBooks ProAdvisor certification with personalized software support
- We guarantee transparent pricing with no hidden fees for all accounting services
Services
Accounting Services
Our comprehensive accounting services help small businesses maintain accurate financial records, manage cash flow, and generate actionable financial reports. We handle day-to-day transactions, month-end closings, and financial statement preparation while implementing systems to improve financial efficiency. Our Milwaukee-based CPAs work closely with clients to ensure compliance and provide strategic financial guidance.
Tax Preparation
We specialize in business and individual tax preparation with a focus on maximizing deductions and minimizing liabilities. Our team stays current with evolving tax codes to ensure accurate filings for corporations, LLCs, and high-net-worth individuals while developing year-round tax planning strategies to optimize financial outcomes.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer complete software solutions including setup, customization, and ongoing support. Our services help businesses streamline accounting processes, clean up existing data files, and train staff to use QuickBooks more efficiently for daily operations and financial reporting.
Business Incorporation
We guide new businesses through entity selection and incorporation, analyzing tax implications of different structures to optimize savings. Our services include business plan development, QuickBooks setup, and ongoing advisory to ensure proper financial systems from day one of business operations.
IRS Problem Resolution
Our CPAs represent clients in IRS disputes, negotiating settlements for back taxes, penalty abatements, and installment agreements. We develop strategic solutions for tax liens, wage garnishments, and audit responses while implementing systems to prevent future compliance issues for individuals and businesses.
People
David W. Tepper
Partner
With over 25 years of public accounting experience, David specializes in tax planning, business advisory, and estate succession. He holds a Master's degree in Professional Accounting from the University of Wisconsin and is a member of AICPA and WICPA.
John W. Ludolph
Partner
A University of Wisconsin-Milwaukee graduate with a Master's in Professional Accounting, John focuses on tax strategy and accounting services for small businesses. He became a partner after demonstrating exceptional client service and technical expertise since joining in 2010.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, financial statements, payroll processing, and cash flow management tailored to Milwaukee-area small businesses.
Do you help with IRS tax problems?
Yes, our CPA team specializes in resolving IRS issues including tax debt settlements, lien releases, and audit representation for individuals and businesses.
What industries do you specialize in?
We focus on accounting solutions for law firms, real estate professionals, consumer service businesses, and professional service providers throughout Wisconsin.
Do you offer QuickBooks support?
As Certified QuickBooks ProAdvisors, we offer software setup, training, data cleanup, and ongoing technical support for all QuickBooks versions.
Is there a free consultation available?
Yes, we provide complimentary initial consultations to discuss your accounting needs and develop a customized financial strategy for your business.
