Our staff has expertise in the accounting systems that you use including Quick Books, Peach Tree and more. Whether it's a correspondence audit or an office audit, we can assist you if you receive a tax audit letter from the IRS. Michael M. Sargent is a Certified Public Accountant (CPA); Certified Internal Auditor and former Chief Financial Officer for a defense contractor, hospital and institution of higher education.
He specialized in working with entrepreneurs starting new businesses. Lindsay Dereszynski is a key element to the success of Tax Management & Financial Horizons. She is an experienced office manager and bookkeeper providing skilled assistances to the team accountants. She is the go-to person for answers regarding timely filings and adds professional customer support to the team.
Bev Cobb is an experienced tax preparer and is currently completing her Enrolled Agent Certification, She has many years of experience preparing taxes and has one year of service with Tax Management & Financial Horizons.
He specialized in working with entrepreneurs starting new businesses. Lindsay Dereszynski is a key element to the success of Tax Management & Financial Horizons. She is an experienced office manager and bookkeeper providing skilled assistances to the team accountants. She is the go-to person for answers regarding timely filings and adds professional customer support to the team.
Bev Cobb is an experienced tax preparer and is currently completing her Enrolled Agent Certification, She has many years of experience preparing taxes and has one year of service with Tax Management & Financial Horizons.
Services
When we start to work with you, we schedule a 60-minute meeting to understand your background, lifestyle and your needs for tax and financial planning assistance.
This understanding helps us give personalized service to you - not the one-size-fits-all service you get from other companies.
We make informed recommendations about your needs to help you manage your business and tax responsibilities based on your specific needs.
Our clients praise our personalized service and say they're more secure in their financial future thanks to our help.
This understanding helps us give personalized service to you - not the one-size-fits-all service you get from other companies.
We make informed recommendations about your needs to help you manage your business and tax responsibilities based on your specific needs.
Our clients praise our personalized service and say they're more secure in their financial future thanks to our help.
Menomonee Falls has been the longtime home for the principals of Tax Management & Financial Horizons: Mike Sargent for over 30 years, Steve Schmit over 27 years, and Kim Wenzel for 9 years.
All the principles have been active members of the community participating in Little League, Boy Scouts, the Optimist Club and more.
We choose to locate here because the village is uniquely positioned to offer its residents the same small-town charm found in rural Wisconsin, while allowing for the modern convenience of being situated in the heart of the Milwaukee Metropolitan Region.
All the principles have been active members of the community participating in Little League, Boy Scouts, the Optimist Club and more.
We choose to locate here because the village is uniquely positioned to offer its residents the same small-town charm found in rural Wisconsin, while allowing for the modern convenience of being situated in the heart of the Milwaukee Metropolitan Region.
We're here for you all year - not just during tax season - to provide tax and accounting advice and assistance whenever you need it.
Our focus is on helping you integrate your business systems to eliminate redundant operations and provide seamless movement of activities from beginning to the end because without systems you don't own a business - you are the business.
That means if you want to double revenue, you need to double the hours you work.
Since you only have so many hours in a day, that limits how fast and how big you grow.
Our focus is on helping you integrate your business systems to eliminate redundant operations and provide seamless movement of activities from beginning to the end because without systems you don't own a business - you are the business.
That means if you want to double revenue, you need to double the hours you work.
Since you only have so many hours in a day, that limits how fast and how big you grow.
To be an effective partner our staff has expertise in the accounting systems that you use.
We also can train you or your team on how to get the most from your software.
We want you, the business owner, to understand how the accounting system can work for your business - so you don't need to pay ongoing consulting fees.
We also can train you or your team on how to get the most from your software.
We want you, the business owner, to understand how the accounting system can work for your business - so you don't need to pay ongoing consulting fees.
Receiving a letter from a taxing authority can be disconcerting and stressful.
There may be no need to pay any additional taxes as the taxing authorities are not always correct.
We are here to assist you and help calm your fears.
There are various services and avenues that we can and will follow when it comes to representation with a taxing authority.
The first step is to evaluate the government's position.
We want you to transmit the letter to us as soon as possible so we can evaluate the government's position, assess the situation, and create a plan to resolve the matter quickly and at the least cost to you.
There may be no need to pay any additional taxes as the taxing authorities are not always correct.
We are here to assist you and help calm your fears.
There are various services and avenues that we can and will follow when it comes to representation with a taxing authority.
The first step is to evaluate the government's position.
We want you to transmit the letter to us as soon as possible so we can evaluate the government's position, assess the situation, and create a plan to resolve the matter quickly and at the least cost to you.
Reviews
Be the first to review Tax Management & Financial Horizons.
Write a Review
