CPA, LLC was founded on the premise to provide accounting and expert CPA services to the public, while staying affordable. When people think of a Certified Public Accountant (CPA), taxes are usually the first thought that comes to mind. While we are experts in tax law, that is not the only service to identify a CPA with. CPAs can offer year-round tax and accounting services, which can prevent unwelcome surprises at year-end.
CPA, LLC, located in Appleton, Wisconsin, was founded on the premise to provide accounting and expert CPA services, while staying affordable. Many tax and accounting professionals try to tackle too much when it's time to tackle tax returns, and too little time outside the January through April time frame. CPAs, however, think differently. As a CPA, I look to provide year-round service where you are given the time you need to make sure your business needs are taken care of.
CPA, LLC, located in Appleton, Wisconsin, was founded on the premise to provide accounting and expert CPA services, while staying affordable. Many tax and accounting professionals try to tackle too much when it's time to tackle tax returns, and too little time outside the January through April time frame. CPAs, however, think differently. As a CPA, I look to provide year-round service where you are given the time you need to make sure your business needs are taken care of.
Services
Many Certified Public Accountants can have a vast array of clients.
However, each CPA has an area where they call their "niche."
A niche is an area of specialty where a professional is able not only to research the technical area of law, but to apply it and consult in that area.
JeanMarie served the Internal Revenue Service and the U. S. Department of Labor for 13 years in offices located in Milwaukee, Louisville, Phoenix and Cincinnati.
She worked for the insurance industry, including the Fraud Division of the Ohio Insurance Department.
However, each CPA has an area where they call their "niche."
A niche is an area of specialty where a professional is able not only to research the technical area of law, but to apply it and consult in that area.
JeanMarie served the Internal Revenue Service and the U. S. Department of Labor for 13 years in offices located in Milwaukee, Louisville, Phoenix and Cincinnati.
She worked for the insurance industry, including the Fraud Division of the Ohio Insurance Department.
ACE CPA has partnered with Jeremy Burri at Veritas Financial to provide financial services such as investing, financial planning, estate planning, and risk management.
Jeremy majored in Economics at the University of Wisconsin - Stevens Point, graduating Summa cum Laude in 2003 and earning the Distinguished Graduate Award.
He also attended Oklahoma State University, earning a Masters Degree in Quantitative Financial Economics.
In addition to serving as a Financial Advisor Coach, Jeremy is a Tax Advisor / Enrolled Agent and has been involved in the Wisconsin Society of Enrolled Agents.
Jeremy majored in Economics at the University of Wisconsin - Stevens Point, graduating Summa cum Laude in 2003 and earning the Distinguished Graduate Award.
He also attended Oklahoma State University, earning a Masters Degree in Quantitative Financial Economics.
In addition to serving as a Financial Advisor Coach, Jeremy is a Tax Advisor / Enrolled Agent and has been involved in the Wisconsin Society of Enrolled Agents.
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