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Lake Geneva
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Lake Geneva
Showing 11 to 20 of 20 CPAs in Lake Geneva, Wisconsin
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Joseph Jablonski
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Joseph Jablonski is a licensed Certified Public Accountant (CPA) with over 15 years of experience in public accounting. Based in Lake Geneva, Wisconsin, he specializes in providing tax and financial services to a diverse range of clients, including small and medium-sized businesses with various organizational structures. His practice focuses on individual and business tax return preparation, as well as IRS representation, in addition to offering basic accounting services, financial planning, and business tax services.
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Michael Black
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Based in Lake Geneva, Wisconsin, Michael Black provides accounting services to individuals, families, and businesses in the local community. With extensive experience, spanning over 20 years, he specializes in basic accounting services, tax compliance, and small business accounting, serving various business structures including S-Corps, partnerships, and LLCs. His services include sales tax compliance and general accounting advisory, helping clients navigate financial complexities and optimize their financial performance.
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George J. Cuccia
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Located in Lake Geneva, Wisconsin, George J. Cuccia is a certified public accountant (CPA) with over 15 years of experience providing financial expertise to entrepreneurs and family-owned enterprises. He specializes in basic accounting services, tax compliance, and financial planning, helping businesses and individuals navigate complex financial regulations and achieve their goals. Additional services offered by George J. Cuccia include IRS representation, providing guidance and support during tax disputes and audits, and ensuring sales tax compliance, which is essential for businesses operating across state lines.
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Donald J. Parker Jr
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Donald J. Parker Jr, a certified public accountant, is based in Lake Geneva, Wisconsin. With over 10 years of experience in providing accounting services, he specializes in individual tax services, basic accounting services, and small business accounting. His practice serves entrepreneurs and startups, as well as family-owned enterprises, offering tailored tax planning and consulting services, including retirement account tax reporting.
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William T. Malsch
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Based in Lake Geneva, Wisconsin, William T. Malsch provides tax preparation and accounting services to individuals and family-owned enterprises. With over 20 years of experience in accounting and tax preparation, he specializes in business tax services, small business accounting, and basic accounting services. His expertise also includes IRS representation and preparation of individual and business tax returns. Mr. Malsch serves clients in a variety of industries, including family-owned enterprises and individuals and families.
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Kelly L. Bergstrom
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Kelly L. Bergstrom is a licensed CPA providing financial expertise to clients in Lake Geneva, Wisconsin, and surrounding areas. With over 15 years of experience, Bergstrom specializes in basic accounting services, financial planning, and business tax services, catering to individuals and families, as well as entrepreneurs and startups. Her services include individual and business tax return preparation, bookkeeping and financial statement compilation, helping clients navigate complex financial situations and make informed decisions.
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Carol J. Long
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Based in Lake Geneva, Wisconsin, Carol J. Long is a certified public accountant with over 15 years of experience serving the accounting needs of small and medium-sized businesses, entrepreneurs, and startups. Her expertise includes tax planning and consulting, as well as retirement account tax reporting and individual tax services, all of which are designed to help clients navigate complex financial situations. With a specialization in basic accounting services, financial planning, and individual tax services, Carol J. Long provides personalized support to meet the unique needs of her clients.
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Patrick Romenesko
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Patrick Romenesko is a certified public accountant with over 15 years of professional experience, primarily serving clients in Lake Geneva, Wisconsin. His expertise encompasses a range of accounting services, including basic accounting, small business, and individual tax services, with a focus on meeting the distinct needs of his clients. Patrick also provides tax planning and consulting, as well as IRS representation, to ensure that individuals and families, as well as entrepreneurs and startups, comply with tax regulations and optimize their financial situations. His industry specialization in serving individuals and families, entrepreneurs, and small business owners allows him to offer tailored solutions that cater to their unique financial needs and goals.
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Andrew J. Kosowski
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Based in Lake Geneva, Wisconsin, Andrew J. Kosowski has been providing accounting services to individuals and families, as well as various business structures, since 2005. His expertise includes basic accounting services, business tax services, and small business accounting, with a focus on meeting the unique needs of each client. Kosowski's services also encompass payroll processing and compliance, ensuring accurate and timely payment of wages and taxes.
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Gerald K. Hartlaub
Certified Public Accountant
Verified Licensed
Location Lake Geneva, Wisconsin 53147
Gerald K. Hartlaub is a certified public accountant based in Lake Geneva, Wisconsin, with over 10 years of experience in financial management and taxation. His practice focuses on providing bookkeeping and financial statement compilation services to small businesses and individuals, as well as tax return preparation and planning. He specializes in basic accounting services, business tax, and individual tax services, serving a range of clients, from individuals and families to family-owned enterprises. A significant aspect of his services is his expertise in tax planning and compliance, particularly for family-owned businesses, helping clients navigate complex 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.