Stefanie K. Waltersdorf - CPA in Waukesha, Wisconsin | ListMyCpa.com

About Stefanie K. Waltersdorf

Stefanie K. Waltersdorf is a certified public accountant (CPA) based in Waukesha, Wisconsin, with over 10 years of experience in providing accounting services to small and medium-sized businesses.

She specializes in basic accounting services, small business accounting, and tax compliance, working with various business structures, including S-Corps, partnerships, and LLCs.

Her services include individual and business tax return preparation, as well as bookkeeping and financial statement compilation, helping clients navigate financial complexity and meet regulatory requirements.

Stefanie stays up-to-date on tax laws and regulations, ensuring her clients receive expert guidance on maintaining financial health and minimizing tax liabilities.

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.

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