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Business Support
      • Entity choice and other start-up related business planning
      • Business plans and projections
      • Budgets
      • Record keeping system training and setup
      • Payroll processing (Including both live and after-the-fact processing)
      • Payroll form preparation and electronic filing
      • Sales tax return preparation and electronic filing
      • Bookkeeping (Including both live and after-the-fact processing)
      • Financial statement preparation (Compilation)
      • Financial statement analysis
      • Cost analysis
      • Employee Benefits Planning
      • Succession Planning
 
Computer Support
      • QuickBooksฎ
      • Peachtreeฎ
      • Creative Solutionsฎ
      • Intuitฎ
      • M-1ฎ
      • Other – Virtually any other off the shelf or industry specific accounting software program.
 
Individual Taxes
      • Return preparation 
      • Tax planning
 
Business Taxes
      • Return preparation 
      • Tax planning
 
Estate, Trust & Gift Taxes
      • Return preparation
      • Tax planning
      • Succession Planning
      • Pension Maximization Strategies
      • Estate Value Reduction Strategies (FLPs, LLCs, Gifts, Charitable Contributions, etc.)
 
Tax Audit Support
      • Assistance with Internal Revenue Service and other Government related audit and notices
 
Retirement Planning
      • Growth Strategies
      • Diversification
      • Timing Distributions
      • Maximizing Benefits
      • Assistance Choosing Pension Payout Options
 
Debt Management Assistance
      • Debt Elimination Plans
      • Debt Maximization Strategies
   
College Planning
      • Education Savings Plan Assistance
      • Grant and Scholarship Maximization Strategies
      • Assistance filling out Student Aid Applications
 
Business Valuation
      • Valuation for Estate Purposes
      • Valuation for Divorce Purposes
      • Valuation for Sale Purposes
      • Valuation for Involuntary Conversion Purposes
 
Divorce Support
      • Business Valuation
      • Valuation of Retirement Plans and QDRO Preparation
      • Preparation of Individual Tax Returns in Year of Separation or Divorce
      • Preparation of Release for Claim of Dependency Exemption


Member:      AICPA      WICPA      WAA      NSA      QuickBooks ProAdvisor

Phone: 715-524-2302         I         Fax: 715-524-6449         I         112 W Division St         I         Shawano, WI 54166


Home  |  The Kersten Advantage  |  About Our Firm  |  Services  |  Tips  |  Useful Links  |  Contact Us





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