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Oconomowoc
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Oconomowoc
Showing 131 to 140 of 149 CPAs in Oconomowoc, Wisconsin
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Lisa M. Toennies
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Lisa M. Toennies is a certified public accountant (CPA) serving clients in Oconomowoc, Wisconsin, with over 15 years of experience providing bookkeeping and financial statement compilation services. Her areas of specialization include basic accounting services, small business accounting, and tax compliance for various business structures such as S-Corps, partnerships, and LLCs. She also offers payroll processing and compliance services for entrepreneurs and startups, ensuring timely and accurate payments and adhering to all regulatory requirements.
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Joshua T. Baumann
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Joshua T. Baumann is a certified public accountant (CPA) providing financial guidance to small and medium-sized businesses in Oconomowoc, Wisconsin. With over 15 years of experience, he specializes in basic accounting services, business tax services, and individual tax services, catering to various business structures such as S-Corps, partnerships, and LLCs. His expertise includes individual and business tax return preparation, as well as payroll processing and compliance, ensuring clients meet their tax obligations. His comprehensive knowledge of tax laws and regulations enables him to navigate complex financial situations and provide effective solutions for his clients.
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Andrew T. Wagner
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Based in Oconomowoc, Wisconsin, Andrew T. Wagner is a certified public accountant with over 20 years of experience in providing accounting services to individuals and families, as well as family-owned enterprises. His areas of specialization include basic accounting services, individual tax services, and tax compliance, ensuring clients receive accurate and compliant financial representations. Services offered include bookkeeping and financial statement compilation, as well as tax planning and consulting to help clients navigate financial obligations.
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Daniel A. Gotter
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Based in Oconomowoc, Wisconsin, Daniel A. Gotter is a certified public accountant (CPA) with over 15 years of experience in providing accounting and tax services. He specializes in basic accounting services, financial planning, and business tax services, offering expertise to individuals and families as well as various business structures, including S-Corps, partnerships, and LLCs. Notably, he provides payroll processing and compliance services, ensuring accurate tax reporting for his clients.
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Howard B. Jeanson
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Based in Oconomowoc, Wisconsin, Howard B. Jeanson has been a licensed CPA for over 20 years, providing accounting and advisory services to small and medium-sized businesses, as well as various business structures such as S-Corps, partnerships, and LLCs. His areas of specialization include basic accounting services, financial planning, and individual tax services, catering to a range of client needs and goals. Howard also specializes in IRS representation, helping clients navigate complex tax matters and resolve disputes with the IRS.
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Michael P. Toennies
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Located in Oconomowoc, Wisconsin, Michael P. Toennies is an accountant with over a decade of experience, specializing in providing basic accounting services and financial planning for entrepreneurs and startups, as well as small and medium-sized businesses. His expertise includes bookkeeping and financial statement compilation, individual and business tax return preparation, and business tax services, making him a versatile resource for clients with diverse financial needs. With a focus on helping small businesses navigate complex financial requirements, Toennies brings his knowledge and expertise to ensure accurate and timely financial reporting and tax compliance.
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Judith A. Stowell
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Based in Oconomowoc, Wisconsin, Judith A. Stowell provides accounting and tax services to individuals and various business structures. With over 15 years of experience, she specializes in financial planning, tax compliance, and basic accounting services for individuals and small businesses. Her expertise includes sales tax compliance and retirement account tax reporting, supporting clients in meeting their financial and tax obligations. Stowell's practice serves a diverse range of clients, including individuals and families, as well as S-Corps, partnerships, and LLCs.
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Brett A. Heath
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Brett A. Heath is a certified public accountant based in Oconomowoc, Wisconsin, with over a decade of experience in providing accounting services to individuals and businesses. He specializes in basic accounting services, small business accounting, and individual tax services, offering expertise in tax planning and consulting for individuals and family-owned enterprises. With a focus on tax return preparation for individuals and businesses, Heath advises clients on strategies for minimizing tax liability and maximizing deductions, helping his clients navigate the complexities of the tax code.
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Laura B. Pearson
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
Based in Oconomowoc, Wisconsin, Laura B. Pearson is a CPA with years of experience providing expert accounting services to small and medium-sized businesses, as well as individuals and families. She specializes in basic accounting services, small business accounting, and financial planning, helping clients achieve their financial goals through personalized advice and guidance. Pearson also provides specialized services in payroll processing and compliance, ensuring that businesses meet tax requirements and stay up-to-date with changing regulations. With a focus on small and medium-sized businesses, she offers comprehensive financial planning and retirement account tax reporting services to meet their unique needs and navigate complex financial landscapes.
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Andrew W. Gitter
Certified Public Accountant
Verified Licensed
Location Oconomowoc, Wisconsin 53066
With over 17 years of experience, Andrew W. Gitter provides comprehensive accounting services to family-owned enterprises and various business structures in Oconomowoc, Wisconsin. His specialization in individual tax services, small business accounting, and basic accounting services enables him to cater to the diverse needs of his clients. Gitter is also skilled in IRS representation and individual & business tax return preparation, offering expertise in navigating complex tax situations and ensuring accurate filings.

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.