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Waterloo
Filter Results
Waterloo
Showing 11 to 16 of 16 CPAs in Waterloo, Wisconsin
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Jeremy J. Dolfin
Certified Public Accountant
Verified Licensed
Location Waterloo, Wisconsin 53594
Based in Waterloo, Wisconsin, Jeremy J. Dolfin provides accounting services to small and medium-sized businesses and individuals in the area. With over 15 years of experience, Dolfin specializes in basic accounting services, small business accounting, and business tax services, offering clients a trusted partner for their financial needs. His services include payroll processing and compliance, as well as sales tax compliance, helping clients navigate complex tax regulations and stay up-to-date on financial requirements.
MW
Michael W. Lauth
Certified Public Accountant
Verified Licensed
Location Waterloo, Wisconsin 53594
Based in Waterloo, Wisconsin, Michael W. Lauth provides expert accounting services to clients in the region. With over 15 years of experience in the field, he offers a range of services, including payroll processing and compliance, as well as general accounting and advisory services. His specialization in basic accounting services, individual and business tax services, allows him to cater to the diverse needs of small and medium-sized businesses, as well as individuals and families. Michael W. Lauth is a certified public accountant with a deep understanding of accounting regulations and best practices.
KL
Kyle L. Detert
Certified Public Accountant
Verified Licensed
Location Waterloo, Wisconsin 53594
Kyle L. Detert is a certified public accountant based in Waterloo, Wisconsin, with over a decade of experience in the field. He specializes in providing general accounting and advisory services to a diverse range of clients, including individuals and families, as well as small businesses and various corporate structures such as S-Corps, partnerships, and LLCs. Detert is also qualified to represent clients before the IRS, helping to resolve tax-related issues and disputes.
SC
Steven C. Mertins
Certified Public Accountant
Verified Licensed
Location Waterloo, Wisconsin 53594
Based in Waterloo, Wisconsin, Steven C. Mertins provides comprehensive accounting services to individuals and families. With over 15 years of experience in tax planning and consulting, he offers personalized guidance on retirement account tax reporting and business tax services. Specializing in basic accounting services, tax compliance, and business tax services, Mertins helps his clients navigate complex tax laws and regulations.
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Dwan L. Schuck
Certified Public Accountant
Verified Licensed
Location Waterloo, Wisconsin 53594
Based in Waterloo, Wisconsin, Dwan L. Schuck is a practicing CPA with over 20 years of experience. Her specialization includes providing Basic Accounting Services, Financial Planning, and Individual Tax Services to family-owned enterprises and entrepreneurs and startups. As an IRS Representation specialist, she offers expert assistance with tax matters, resolving disputes and navigating complexities. Her services also include Bookkeeping and Financial Statement Compilation, aiding clients in staying organized and compliant with financial regulations.
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Mark S. Olson
Certified Public Accountant
Verified Licensed
Location Waterloo, Wisconsin 53594
Mark S. Olson is a certified public accountant (CPA) based in Waterloo, Wisconsin, with extensive experience in providing accounting and advisory services to small and medium-sized businesses and entrepreneurs. Since 2005, his specialization in basic accounting services, financial planning, and individual tax services has helped numerous clients navigate complex financial situations and achieve their goals. He is particularly skilled in retirement account tax reporting, ensuring that clients' pension and IRA distributions are handled accurately and in compliance with tax regulations. Mark S. Olson's expertise spans over 18 years, serving the distinct needs of startups, small businesses, and entrepreneurs with tailored accounting solutions.

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.