Sign In Get Started

Brian J. Schaefer — CPA in New Berlin, Wisconsin

BJ

Brian J. Schaefer

Certified Public Accountant | Licensed in Wisconsin
0.0 (0 reviews)
Verified Licensed
4540 S Hillview Dr, New Berlin, Wisconsin 53146 View on Maps

About Brian J. Schaefer

New Berlin, Wisconsin-based certified public accountant, Brian J. Schaefer, brings over 15 years of experience in taxation and accounting to his clients. His specialization in business tax services and tax compliance enables him to provide expert guidance on complex financial matters, including those related to multiple business structures such as S-Corps, partnerships, and LLCs. Additionally, he provides essential services like sales tax compliance and retirement account tax reporting to individuals and families, ensuring accurate and timely financial reporting.

Located in southeastern Wisconsin, Schaefer's expertise serves a diverse client base, including individuals, families, and various businesses, with a focus on delivering personalized solutions to meet their unique financial needs.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in New Berlin

JT
John T. Himmelspach
New Berlin, Wisconsin
AJ
Aaron J. Feucht
New Berlin, Wisconsin
CR
Christopher R. Ourada
New Berlin, Wisconsin
GJ
Gregory J. Szeflinski
New Berlin, Wisconsin
DJ
Dennis J. Moeller
New Berlin, Wisconsin
PA
Paul A. Wittkowske
New Berlin, Wisconsin

Contact Brian J. Schaefer

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns