Business Details
41 Years
experience
Trusted Accounting & Tax Services in Greenfield
Established in 1985, Bms Management Service has provided expert accounting, tax, and financial planning guidance to individuals and small businesses. Our team specializes in navigating complex tax regulations while delivering personalized solutions tailored to each client's unique financial situation. With decades of combined experience, we prioritize continuous education to stay current with evolving tax laws and industry best practices. Our commitment to excellence is reflected in our credentials, including Enrolled Agent, Accredited Tax Planner, and Accredited Tax Advisor designations. We serve clients through both office-based and on-site consultations, emphasizing transparency, reliability, and long-term financial success.Our Greenfield, Wisconsin-based practice combines technical expertise with a client-centric approach to build lasting professional relationships. We maintain rigorous professional standards through ongoing training and adherence to ethical guidelines. Our services span from day-to-day accounting operations to comprehensive tax strategy development. By focusing on proactive planning rather than reactive solutions, we help clients optimize their financial outcomes. Our team's dedication to community and personalized service remains central to our practice philosophy.
Services
Full Service Accounting
Accounts Receivable
Payroll Services
Tax Liability Reports
Sales Tax Preparation
General Ledger Preparation
Balance Sheets
Income Statements
Financial Planning
Business Planning
Details
- Year established: 1985
Highlights and features
- We offer 35+ years of specialized tax expertise since 1985
- Our team holds advanced credentials including EA, ATP, and ATA designations
- We provide personalized financial guidance tailored to individual circumstances
- Our professionals complete ongoing education to track tax code changes
- We combine technical expertise with compassionate client service
Associations and certifications
- Enrolled Agent (EA)
- Accredited Tax Planner (ATP)
- Accredited Tax Advisor (ATA)
- Notary Public
Services
Full Service Accounting
We handle complete accounting cycles including accounts receivable, payroll processing, and financial statement preparation. Our professionals ensure accurate record-keeping and regulatory compliance for businesses of all sizes. Services include month-end and year-end closing procedures with detailed reporting.
Tax Preparation
Comprehensive tax preparation covering individual, business, and specialty tax situations. We specialize in optimizing deductions while maintaining compliance with federal and state regulations. Our team stays current with annual tax code changes to maximize client benefits.
Financial Planning
Personalized financial planning services focusing on long-term stability and growth. We help clients create strategic plans for retirement, education funding, and business succession. Our approach considers both current financial status and future goals.
Tax Projections
Accurate tax liability projections help businesses and individuals plan effectively. We analyze income patterns and deductions to estimate future tax obligations. This service enables informed decision-making about quarterly payments and financial planning.
Notary Services
We provide official document verification and witnessing services for legal and business transactions. Our Notary Public certification ensures proper execution of important documents with verified signer identities.
People
Bonnie M Stanke
Accountant, ATP, ATA, EA, Notary Public
Founder with 35+ years of experience in tax and accounting. Specializes in complex tax planning and small business financial strategy. Active community member and certified professional with multiple industry credentials.
Angie M Grass
Administrative Assistant, Notary Public
Support specialist with 20 years of office management experience. Provides client coordination and administrative support while maintaining notary certification. Brings diverse professional background to client service delivery.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including payroll processing, financial statement preparation, and general ledger maintenance. Our services support both office-based and on-site accounting needs for small businesses.
Do you handle both individual and business tax preparation?
Yes, we prepare individual, corporate, partnership, and fiduciary tax returns. Our team maintains expertise in both personal and business taxation requirements.
Are your tax professionals certified?
Our team includes Enrolled Agents, Accredited Tax Planners, and Accredited Tax Advisors with recognized industry credentials demonstrating tax expertise.
How do I schedule an appointment?
Contact us at 414-321-0555 during business hours Monday-Friday. We recommend advance scheduling for tax season appointments.
What tax planning tools do you provide?
We offer annual tax organizers and personalized projections to help clients prepare for filing. Our planning tools help track deductions and optimize tax outcomes.
Reviews (1)
Sam Worske
Apr 07, 2021
Report
After having worked with Bonnie for many years now, I feel confident recommending her to anyone in need of a good accountant. She's courteous, professional, and has always gone the extra mile for us.
