Accounting Services Are Just the Beginning

to Our Financial Assistance

Experience financial peace of mind with professional income tax preparation, accounting services, and other work from our experts in Shawano, Wisconsin. Kersten Accounting & Tax wants all of our clients, private citizens and business owners, to be able to experience financial stability. To this end, we provide a bevy of income tax preparation, accounting, and other financial services.

Business & Individual Taxes

We handle everything from income tax return preparation services to tax planning assistance to calm your fears as April 15th nears.

Business Support

• Budgets
• Cost Analysis
• Succession Planning
• Business Plans & Projections
• Financial Statement Analysis
• Employee Benefits Planning
• Live & After-the-Fact Bookkeeping

• Record Keeping System Training & Setup
• Live & After-the-Fact Payroll Processing
• Payroll Form Preparation & Electronic Filing
• Financial Statement Preparation (Compilation)
• Sales Tax Return Preparation & Electronic Filing
• Entity Choice & Other Startup-Related Business Planning

Debt Management Assistance

• Debt Elimination Plans

• Debt Maximization Strategies

Business Valuation

• Valuation for Estate Purposes
• Valuation for Divorce Purposes
• Valuation for Sale Purposes
• Valuation for Involuntary Conversion Purposes

College Planning

• Education Savings Plan Assistance
• Grant & Scholarship Maximization Strategies
• Student Aid Application Assistance

Computer Support

Virtually Any Off-the-Shelf or Industry-Specific Programs

• Intuit^®
• M-1^®

• Quickbooks^®
• Peachtree^®

• Creative Solutions^®

Tax Audit Support

• Assistance with IRS & Other Government-Related Audits & Notices

Divorce Support

• Business Valuation
• Valuation of Retirement Plans & QDRO Preparation
• Preparation of Individual Tax Returns in Year of Separation/Divorce
• Preparation of Release for Claim of Dependency Exemption

Retirement Planning

• Growth Strategies
• Diversification
• Timing Distributions

• Maximizing Benefits
• Assistance Choosing Pension
Payout Options

Estate, Trust, & Gift Taxes

• Return Preparation
• Tax Planning
• Succession Planning

• Pension Maximization Strategies
• Estate Value Reduction Strategies
—FLPs, LLCs, Gifts, Charitable Contributions

Call us in Shawano, Wisconsin, at (866) 213-8154 for income tax preparation
work and other financial services that alleviate your monetary worries.