Sign In Get Started

Daniel R. Shepard — CPA in Waukesha, Wisconsin

DR

Daniel R. Shepard

Certified Public Accountant | Licensed in Wisconsin
0.0 (0 reviews)
Verified Licensed
Waukesha, Wisconsin 53186 View on Maps

About Daniel R. Shepard

Based in Waukesha, Wisconsin, Daniel R. Shepard is a certified public accountant with over 15 years of experience in tax and accounting services.

His practice focuses on providing individual and business tax return preparation, as well as tax planning and consulting for a wide range of clients, including family-owned enterprises and various business structures.

Shepard's expertise encompasses basic accounting services, business tax services, and tax compliance, making him a valuable resource for businesses and individuals seeking to optimize their financial operations.

He has extensive experience working with S-Corps, partnerships, and LLCs, and is well-versed in the tax laws and regulations applicable to these entities.

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 Waukesha

MK
Marie K. Marx
Waukesha, Wisconsin
SE
Scott E. Fredrick
Waukesha, Wisconsin
MJ
Michael J. Zeugner
Waukesha, Wisconsin
DL
Danielle L. Sabin
Waukesha, Wisconsin
P
Prang Kiattisarnpipop
Waukesha, Wisconsin
RV
Roxann V. Cowan
Waukesha, Wisconsin

Contact Daniel R. Shepard

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