Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Berkley, Iselin & Lotz, SC, we combine Wisconsin roots with national expertise to deliver precise, compliant accounting and tax solutions for individuals, businesses, and nonprofits. Our team prioritizes professionalism, responsiveness, and quality, ensuring clarity in financial planning, tax compliance, and strategic advisory services. With decades of collective experience, we specialize in translating complex financial matters into actionable insights, offering transparent pricing and personalized support.Our commitment to excellence is reflected in client testimonials highlighting trust, precision, and exceptional service during both routine and complex financial challenges. We empower clients to focus on growth while we handle the numbers with integrity and expertise.
Services
Tax Preparation
Bookkeeping
Payroll Services
Business Advisory
Financial Planning
Succession Planning
New Business Formation
Tax Planning
Estate & Trust Tax Services
Outsourced CFO Services
Highlights and features
- We combine local insight with national expertise to serve diverse financial needs.
- Our services deliver clarity, confidence, and compliance in tax and accounting matters.
- We operate with transparent pricing and no hidden fees.
What people say
Great resource for financial needs
Phenomenal precision and efficiency
Knowledgeable and trustworthy
Excellent attention to details
Patient team of professionals
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses, ensuring compliance and minimizing liabilities. Our team identifies eligible deductions and credits while maintaining IRS-compliant recordkeeping systems. Clients benefit from proactive tax planning strategies that optimize financial outcomes year-round.
Bookkeeping
Our bookkeeping services include accounts payable/receivable management, payroll processing, and bank reconciliations using modern software solutions. We ensure accurate financial reporting to support informed business decisions while reducing administrative burdens for growing companies.
Business Advisory
We provide cash flow analysis, budget management, and growth strategies tailored to small businesses. Our advisory services help clients improve profitability, navigate regulatory requirements, and implement data-driven financial decisions for long-term stability.
Succession Planning
We develop business succession strategies for family-owned enterprises, including ownership transfer plans and pre-sale value optimization. Our services ensure continuity during leadership transitions while protecting financial legacies through comprehensive estate and trust tax planning.
New Business Formation
We assist entrepreneurs with entity selection, tax compliance setup, and financial planning for new businesses. Services include business plan development, accounting system implementation, and licensing guidance to establish a strong foundation for growth.
People
Darlene M. Lotz
CPA
With over 30 years of experience, Darlene specializes in small business accounting and financial strategy. Recipient of the 2025 WICPA Excellence Award, she focuses on building long-term client relationships through personalized insights and trusted advisory services.
Mark Leeder
CPA
Mark brings a decade of expertise in tax strategy and compliance for individuals and small businesses. He emphasizes minimizing liabilities while maintaining cash flow to support clients' short- and long-term financial goals through proactive planning.
Rick Kutch
CPA
Rick offers nearly 30 years of experience in tax, accounting, and advisory services. He specializes in helping businesses navigate complex financial environments with precision, delivering strategic solutions for compliance and growth.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, cash flow analysis, and outsourced CFO services tailored to small business needs.
How do you help clients with tax planning?
We create year-round strategies to minimize liabilities, optimize deductions, and ensure compliance while aligning tax plans with long-term financial goals.
Do you offer free consultations?
Yes, we provide complimentary 20-30 minute consultations to discuss your accounting, tax, or business advisory needs.
What areas do you serve?
While based in Mt Pleasant, WI, we serve clients throughout Wisconsin with local insight and national expertise.
How do you handle business succession planning?
We develop customized strategies for ownership transitions, including pre-sale preparation, family succession plans, and estate tax optimization.
Reviews (4)
Ralph Bruner
Mar 01, 2022
Report
Berkley have been doing our taxes for many many years. Sadly this year my wife passed away and Mark was very patient and gracious with me as my electronic devices are very old. He took the extra time to help guide me through the steps involved so I could return forms with my older computers. I will continue to use them again.
E. Wrobel
Feb 18, 2022
Report
I've been working with Mark Leeder and Dave Schmitz for the last couple of years. They have done a terrific job in managing my annual taxes. They always answer questions thoroughly and promptly (even on weekends!), which I truly appreciate. I would recommend their services without hesitation.
Mariclare Thomason
Oct 17, 2021
Report
Think twice before using Darlene Lutz to prepare your taxes. 2017 she put our 1099R form to the side said she would get back to it. Darlene never reported our 1099R for our 2017 taxes. October 2021 we received mail from Federal and State owing $11,000.00 for not being reported. Works too fast, sloppy, doesn't follow though with her clients best interest! Doesn't return phone calls. This Firm don't back up when their employees make mistakes on your taxes.
Betty Wieczorek
Sep 27, 2021
Report
Mark is amazing! He is professional and makes the process completely stress free for me! I refuse to go anywhere else.
