Rachel Petz — EA in Ashland, Wisconsin
RP
Services Offered
Bookkeeping
Accounting
IRS Representation
Specialties
Tax Preparation
Covers corporate, partnership, individual, estate and non-profit 990 returns.
Read more
Business Succession & Exit Planning
Business Buying and Selling Advice
Read more
Bookkeeping
Covers general ledger and financial statements, bank reconciliation, cash flow and budgeting analysis, and new...
Read more
Tax Planning
Payroll Services
Computes payroll and tax liabilities, prepares federal and state reports, handles wage attachments, and prepar...
Read more
Audit, Review & Compilation
Limited assurance engagements, smaller in scope than audits, with constructive advice.
Read more
Business Formation & Entity Structuring
Entity Selection
Read more
Estate & Trust Tax
Estate, Trust and Gift Planning
Read more
Financial Statements & Reporting
Personal Financial Statements
Read more
IRS Representation & Tax Resolution
IRS Representation and Tax Issue Resolution: Includes delinquent returns and offers in compromise.
Read more
QuickBooks & Accounting Software
QuickBooks Assistance | Accounting Software Selection and Implementation
Read more
About Rachel Petz
Rachel Petz started with the firm in 2021 and achieved enrolled agent status in 2024. She has over 16 years of small business bookkeeping experience.
Certifications & Licenses
Enrolled Agent
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
Reviews
Reviews
No reviews yet. Be the first to write a review!