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Port Washington
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Port Washington
Showing 71 to 80 of 216 CPAs in Port Washington, Wisconsin
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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.
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.
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.
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Sanford L. Weinstein
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Sanford L. Weinstein is a licensed CPA with over 15 years of experience serving clients in Port Washington, Wisconsin. He specializes in providing basic accounting services, individual tax services, and ensuring tax compliance for family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. His services include general accounting and advisory, as well as retirement account tax reporting, helping clients navigate complex tax laws and regulations. With a focus on providing accurate and compliant financial solutions, Weinstein supports businesses and individuals in achieving their financial goals. As a dedicated professional, Weinstein stays up-to-date on industry developments and tax code changes to ensure his clients receive the most informed and effective support possible.
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Tae H. Kim
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Tae H. Kim is a certified public accountant with over a decade of experience based in Port Washington, Wisconsin. His practice focuses on general accounting and advisory services, as well as payroll processing and compliance. With a specialization in basic accounting services, small business accounting, and financial planning, he provides tailored support to entrepreneurs and startups, as well as individuals and families in the region.
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Stephen P. Sophir
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Stephen P. Sophir is a certified public accountant serving the Port Washington, Wisconsin area. With over 15 years of experience in accounting and taxation, he provides financial guidance to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. In addition to basic accounting services and business tax services, Sophir also specializes in financial planning and retirement account tax reporting.
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Aaron G. Epstein
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Based in Port Washington, Wisconsin, Aaron G. Epstein is a certified public accountant with over 15 years of experience in providing tax and accounting services. His expertise spans individual and business tax return preparation, as well as tax planning and consulting for small and medium-sized businesses, including family-owned enterprises. As a seasoned tax professional, Epstein specializes in basic accounting services, individual tax services, and tax compliance, helping clients navigate complex tax regulations and optimize their financial situations.
JJ
Jason J. Hasenstein
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Based in Port Washington, Wisconsin, Jason J. Hasenstein is a certified public accountant with over 15 years of experience providing expert tax and accounting services to small and medium-sized businesses. His specialization lies in basic accounting services, business tax services, and tax compliance, catering to various business structures including S-Corps, partnerships, and LLCs. Services offered by Hasenstein include tax planning and consulting, as well as payroll processing and compliance, ensuring that clients remain up-to-date with changing regulations and laws.
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Shen Gao
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Shen Gao is a certified public accountant based in Port Washington, Wisconsin, with over 10 years of experience in providing financial guidance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. Her services encompass a range of accounting functions, including payroll processing and compliance, as well as individual tax services and retirement account tax reporting. Gao's areas of specialization include basic accounting services, small business accounting, and individual tax services, allowing her to cater to the diverse needs of her clients.
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Nicki P. Thomaier
Certified Public Accountant
Verified Licensed
Location Port Washington, Wisconsin 53074
Nicki P. Thomaier is a certified public accountant based in Port Washington, Wisconsin, with over 15 years of experience. Her areas of specialization include basic accounting services, business tax services, and financial planning, making her a valuable resource for family-owned enterprises and small to medium-sized businesses. She provides expert guidance in general accounting and advisory, as well as sales tax compliance, helping clients navigate complex financial regulations and stay compliant with relevant 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.