Best Bookkeeping Specialists Milwaukee Near Me

4worldlovers: Since 1985, Tosa Accounting & Tax has been providing quality, personalized financial guidance to individuals and small businesses throughout the Metropolitan Milwaukee area. Our expertise ranges from basic tax preparation and accounting services to more in-depth services such as financial statement compilation and tax planning.

Our mission is to act as an extension of our clients by providing a personal connection and open communication in order to reach an understanding of their individual needs, and then focus our efforts on helping them achieve their financial goals.

From start-ups to established small businesses, we strive to meet each client’s specific needs, to assist them in planning for the future, and aid them achieving their goals in an ever-changing financial and regulatory environment.

“My parents were small business owners, and as a small business owner myself, I have a unique perspective on the financial liabilities and stresses of running a business. I am here to share my passion for numbers / accounting / tax preparation, so that my clients can focus on following their passion!“

Over 20 years experience in small business management, including over five years experience with Tosa Accounting & Tax

Bachelor of Science in Business Administration with an emphasis in Management

Bachelor of Science in Graphic Communication with an emphasis on Design

4worldlovers: Milwaukee based AM Accounting and Tax Services LLC works with Small Businesses to make sure they are on the correct tax and accounting path. We will work with you and your Small Business to evaluate, guide, and assist you in setting up the right system to achieve the best tax and financial reporting results. With over 25 years’ experience, we understand Small Businesses and will continue to work with you to reach your goals and achieve success

No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart. Whether you need tax preparation services, tax planning, tax resolution, or consultation on complex tax matters, knowing you have a trusted partner there to help is a must!

How can Milwaukee based AM Accounting and Tax Services LLC help you?

AM Accounting and Tax Services LLC works with Individuals and Small Businesses that are looking to take a pro-active approach to their personal financial solution. Whether you have questions that need answered or looking for a financial plan for paying off debt, saving for a new house, saving for education, or planning for retirement, we are here to guide you, coach you, and work with you to set up a financial plan that works best for you.

4worldlovers:
As needs arise in an ever-changing business environment, you need the resources of a firm with a broad array of resources.

At Wipfli, a top 20 national firm, we’re proud to give our clients the value and experience of a diverse firm that specializes in a wide range of services and industries.

With assurance, accounting, tax and consulting services customized to your needs, Wipfli helps you overcome challenges, achieve your goals and plan for future success.

Our associates focus on specific areas to be able to provide in-depth knowledge and industry-specific solutions. Some of the industries our Milwaukee accountants and business consultants specialize in include construction, distribution, financial institutions, financial services, governments, healthcare, manufacturing, nonprofits, private equity, real estate and technology.

Our Milwaukee office is also a hub for IT services such as software architecture, development and consulting services. We provide solutions regarding product development, mobile applications, ERP, CRM and business intelligence. In addition to IT services, Milwaukee has a number of specialty consultants for areas such as healthcare, cost segregation, litigation and valuation, risk advisory, research and development, state and local tax, cybersecurity and many more.

Selected by Milwaukee Business Journal as a Best Places to Work Winner for a tenth year in 2019

Selected as one of Milwaukee’s Top Workplaces by the Milwaukee Journal Sentinel each year from 2011 to 2017

Ranked number 8 on Milwaukee Business Journal's Largest Milwaukee-area accounting firm list

We are invested in the communities where we work and live, and are involved with the following organizations:

4worldlovers:
Our business is to know every aspect of yours. Explore the services we offer to meet your every need.


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