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Clear Lake
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Clear Lake
Showing 1 to 4 of 4 CPAs in Clear Lake, Wisconsin
KD
Kyle D. Overby
Certified Public Accountant
Verified Licensed
Location Clear Lake, Wisconsin 54005
Kyle D. Overby is a certified public accountant based in Clear Lake, Wisconsin, with over 15 years of experience serving small and medium-sized businesses, as well as individuals and families. His specialty lies in providing comprehensive financial guidance, including basic accounting services, business tax services, and individual tax services. As an expert in IRS representation and payroll processing & compliance, he helps clients navigate complex tax laws and ensure accurate financial reporting.
DR
Dennis R. Carson
Certified Public Accountant
Verified Licensed
Location Clear Lake, Wisconsin 54005
Dennis R. Carson is a certified public accountant based in Clear Lake, Wisconsin. With over 20 years of experience providing accounting services, he specializes in individual and business tax preparation, tax planning, and consulting. His expertise includes basic accounting services, as well as IRS representation for individuals and family-owned enterprises facing tax disputes.
MA
Margo A. Rosen
Certified Public Accountant
Verified Licensed
Location Clear Lake, Wisconsin 54005
Based in Clear Lake, Wisconsin, Margo A. Rosen is a seasoned accounting professional with over a decade of experience providing expert financial guidance to entrepreneurs and family-owned enterprises. Ms. Rosen's areas of specialization include tax compliance, business tax services, and basic accounting services, catering to the needs of startups and established businesses alike. With a focus on bookkeeping, financial statement compilation, and general accounting advisory services, she offers a comprehensive range of support to help businesses achieve their financial goals.
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Randy A. Paulson
Certified Public Accountant
Verified Licensed
Location Clear Lake, Wisconsin 54005
Randy A. Paulson is a certified public accountant based in Clear Lake, Wisconsin, with over two decades of experience serving clients in Wisconsin and surrounding areas. He specializes in providing basic accounting services, individual tax services, and ensuring tax compliance for family-owned enterprises, individuals, and families. Notably, Paulson also represents clients before the IRS and assists with payroll processing and compliance, staying up-to-date with the latest tax laws and regulations.

Wisconsin's established CPA market serves a manufacturing-strong state with agriculture, healthcare, and growing technology sectors. The Wisconsin Accounting Examining Board requires 150 semester hours for licensure. CPAs must complete 80 hours of continuing professional education every two years, including 2 hours of ethics and minimum technical requirements.

Key Tax Considerations: Wisconsin has graduated individual income tax up to 7.65% and a flat 7.9% corporate rate. CPAs commonly handle state income tax compliance, sales and use tax, manufacturing and agriculture credit (significant state incentive), and various business tax credits. The state's strong manufacturing base creates demand for cost accounting, R&D tax credits, and capital investment planning. Cross-border issues with Illinois (especially for Chicago area residents) and Minnesota create multi-state planning opportunities.

Industry Specializations: Manufacturing (machinery, paper, food processing, automotive suppliers), agriculture (dairy farming, crops), healthcare systems and medical technology, insurance and financial services, brewing and beverage production, tourism, professional services, and higher education are primary focus areas. CPAs often specialize in manufacturing cost systems, agricultural cooperatives and dairy accounting, or serving the state's significant insurance and financial services sector concentrated in Milwaukee and Madison.

For CPA Professionals: The Wisconsin Institute of CPAs provides strong support across the state. Milwaukee offers the largest market with diversified opportunities, while Madison provides state government and university-related services. Green Bay, Appleton, Racine, and Kenosha serve regional manufacturing centers. The state offers Midwestern quality of life, strong community values, excellent education system, and outdoor recreation access. The manufacturing and agricultural base creates stable demand for traditional accounting services, while growing technology sectors (especially in Madison) provide emerging opportunities. Cost of living is moderate, and the state's strong German heritage emphasizes precision and reliability that fits accounting culture well.