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Port Washington
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Port Washington
Showing 211 to 216 of 216 CPAs in Port Washington, Wisconsin
JD
Julie D. Roth
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Julie D. Roth, a seasoned CPA with over 20 years of experience, serves clients in Port Washington, Wisconsin. Holding expertise in basic accounting services, individual tax services, and small business accounting, she caters to various business structures including S-Corps, Partnerships, and LLCs, as well as individuals and families. With a focus on helping her clients maintain compliance, she provides specialized services in retirement account tax reporting and sales tax compliance.
MJ
Megan J. Cayea
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Megan J. Cayea is a certified public accountant with over 15 years of experience serving clients in Port Washington, Wisconsin. Her practice focuses on providing basic accounting services, tax compliance, and business tax services to family-owned enterprises and individuals and families. Specializing in tax planning and consulting, Cayea helps clients navigate complex tax regulations and develop strategies for optimal financial management and compliance.
JA
Julie A. Valeant
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Julie A. Valeant is a certified public accountant (CPA) based in Port Washington, Wisconsin, with over 15 years of experience in serving family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her areas of specialization include basic accounting services, individual tax services, and financial planning, providing comprehensive support to businesses and individuals alike. Julie's expertise also extends to IRS representation, ensuring clients navigate complex tax issues with confidence and accuracy.
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Jean-Yow Chen
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Based in Port Washington, Wisconsin, Jean-Yow Chen is a certified public accountant with over 15 years of experience providing personalized accounting services to individuals and families. Her areas of specialization include basic accounting services, small business accounting, and business tax services, catering to the needs of small and medium-sized businesses. As a tax planning and consulting expert, Chen offers comprehensive services, including retirement account tax reporting, helping her clients navigate complex tax laws and regulations.
CA
Cindy A. Hunsicker
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Cindy A. Hunsicker is a certified public accountant (CPA) with over 15 years of experience based in Port Washington, Wisconsin. Her areas of specialization include basic accounting services, financial planning, and individual tax services, catering to family-owned enterprises and entrepreneurs. Hunsicker's services encompass general accounting and advisory, bookkeeping, and financial statement compilation, providing support for business growth and financial stability.
SA
Stephen A. Masse
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Based in Port Washington, Wisconsin, Stephen A. Masse provides a range of accounting services to small and medium-sized businesses, including family-owned enterprises. With over a decade of experience, Masse specializes in basic accounting services, business tax services, and financial planning, helping clients navigate complex financial situations with expertise. Masse also offers sales tax compliance and IRS representation services, ensuring businesses stay compliant with regulatory requirements and addressing any tax-related issues that may arise.

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.