Business Details
12 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
At Belt Accounting & Tax, we specialize in providing comprehensive accounting and tax solutions tailored to small businesses and individuals. Our team of certified professionals brings decades of combined experience in tax planning, bookkeeping, and financial strategy, ensuring clients achieve both compliance and long-term financial success. We prioritize continuing education, maintaining over 40 annual CPE credits per team member, to stay ahead of evolving tax laws and deliver accurate, strategic advice.Our commitment to community involvement and personalized service has established us as trusted partners in financial management, helping clients balance business growth with personal life priorities.
Services
Business Tax Preparation
Payroll Services
Bookkeeping
Tax Planning
Financial Reporting
QuickBooks Support
Retirement Planning
Details
- Year established: 2014
Highlights and features
- Our team includes CPAs with over 10 years of industry experience
- We offer flat-rate accounting packages for predictable budgeting
- Mandatory 40+ annual CPE credits ensure up-to-date tax expertise
- Community-focused approach serving local Wisconsin and Texas businesses
- Personalized financial strategies that balance business needs with life goals
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks Pro Advisor
- National Association of Tax Professionals (NATP)
What people say
Expertise
Responsive service
Work-life balance support
Community involvement
Accurate filings
Services
Business Tax Preparation
Our comprehensive business tax preparation ensures compliance with federal, state, and local regulations while optimizing tax-saving opportunities. We handle corporation, LLC, and partnership returns with strategic planning to minimize liabilities. Clients benefit from our proactive approach to identifying deductions and structuring tax-efficient business operations.
Payroll Services
We manage complete payroll processing including tax filings, wage calculations, and compliance reporting. Our services cover garnishments, 401(k) contributions, and multi-state payroll requirements. Business owners gain peace of mind knowing their payroll obligations are handled accurately and on time.
Bookkeeping
Daily transaction recording, account reconciliation, and financial statement preparation form our core bookkeeping services. We implement systems that provide real-time financial visibility while maintaining audit-ready records. Clients receive clean financial data to support informed business decisions.
Tax Planning
Proactive tax planning services identify year-round opportunities to reduce tax burdens through entity structuring and deduction optimization. We develop customized strategies aligned with business cycles and growth objectives. Clients gain confidence in their tax position throughout the fiscal year.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer software setup, data migration, and customized reporting solutions. Our team trains clients on efficient system usage while providing ongoing technical support. Businesses maximize their accounting technology investment through our expert guidance.
People
Kelli Belt
Owner, CPA
With over 10 years in financial services, Kelli founded Belt Accounting in 2014 after recognizing small businesses' need for strategic accounting partners. She specializes in business tax planning and community engagement.
Patti Maynard
Accountant
A CPA with 30+ years experience, Patti focuses on tax preparation and financial education. She combines technical expertise with practical business advice to support small business owners across Wisconsin.
Kelly Parkhill
Accounting Manager
As our Excel specialist, Kelly manages business accounting and payroll services. With CPA credentials and software expertise, she helps clients implement effective financial systems while advocating for animal rescue.
Rich Mueller
Accounting Manager
Bringing 40 years of accounting experience including 20 running his own firm, Rich specializes in business tax solutions and cash flow management for Wisconsin-based companies.
Rustler
Client Greeter
Our Yellow Lab mascot Rustler brings joy to clients while maintaining his certifications as a professional client greeter through the American Kennel Club.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll processing, financial reporting, and strategic advisory services tailored to small businesses.
Do you handle both business and personal tax preparation?
Yes, we offer comprehensive tax services for both businesses and individuals including federal, state, and retirement tax planning.
How do your flat-rate accounting packages work?
Our bundled services offer predictable monthly pricing covering core accounting needs like tax filings, reconciliations, and payroll processing.
Can you help with QuickBooks setup and training?
As Certified QuickBooks ProAdvisors, we provide software implementation, data migration, and customized training solutions for businesses.
What sets your firm apart from other accounting services?
We combine technical expertise with personalized service, focusing on strategic financial guidance that supports both business success and personal work-life balance.
Are you available for urgent tax questions during busy season?
Our team prioritizes timely communication, offering responsive support even during peak tax periods to address urgent client needs.
