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Osceola
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Osceola
Showing 1 to 5 of 5 CPAs in Osceola, Wisconsin
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Gary P. Bergstrom
Certified Public Accountant
Verified Licensed
Location Osceola, Wisconsin 54020
Gary P. Bergstrom is a practicing certified public accountant based in Osceola, Wisconsin. With more than 15 years of experience, he specializes in providing general accounting and advisory services to individuals and businesses. His expertise includes individual and business tax return preparation, as well as providing guidance on basic accounting services, individual tax services, and business tax services.
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David I. Newman
Certified Public Accountant
Verified Licensed
Location Osceola, Wisconsin 54020
David I. Newman is a certified public accountant (CPA) based in Osceola, Wisconsin, bringing over 20 years of experience to his clients. With a focus on providing financial guidance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs, Newman offers a range of services, including bookkeeping and financial statement compilation. Specializing in basic accounting, tax compliance, and financial planning, Newman ensures that his clients are in compliance with all relevant laws and regulations, including payroll processing and compliance.
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Daniel D. Bergeron
Certified Public Accountant
Verified Licensed
Location Osceola, Wisconsin 54020
Daniel D. Bergeron is a certified public accountant based in Osceola, Wisconsin, with over 15 years of experience in accounting and tax services. He specializes in providing financial planning, business tax services, and basic accounting services to a variety of business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups in the local community. His areas of expertise also include tax planning and consulting, with a focus on ensuring compliance with sales tax regulations.
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Jodene L. Mcdonald
Certified Public Accountant
Verified Licensed
Location Osceola, Wisconsin 54020
Based in Osceola, Wisconsin, Jodene L. Mcdonald is a certified public accountant with extensive experience in providing accounting services to entrepreneurs and startups. Her specialization in basic accounting services, individual tax services, and business tax services allows her to cater to the diverse needs of her clients. She prepares individual and business tax returns and ensures compliance with sales tax regulations, offering expert guidance to business owners navigating complex tax laws.
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Ross A. Benitz
Certified Public Accountant
Verified Licensed
Location Osceola, Wisconsin 54020
Based in Osceola, Wisconsin, Ross A. Benitz is a certified public accountant with over 15 years of experience in the field. He specializes in providing financial planning, business tax services, and basic accounting services to small and medium-sized businesses and family-owned enterprises. Benitz also offers IRS representation and individual and business tax return preparation services to his clients.

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.