Business Details
Your Trusted Milwaukee CPA Firm for Accounting & Tax Solutions
DWT Tax & Accounting is a Milwaukee-based CPA firm dedicated to empowering small businesses and individuals through comprehensive financial solutions. With over 25 years of combined experience, our team specializes in accounting, bookkeeping, tax planning, and IRS problem resolution. We prioritize personalized service, taking time to understand each client's unique needs before crafting strategies to optimize cash flow, reduce tax liabilities, and foster long-term growth. Our expertise extends to diverse industries, including law firms, real estate, and professional services, ensuring tailored guidance for every client.We offer free initial consultations and maintain a commitment to transparency, reliability, and ethical standards. By combining technical proficiency with local market knowledge, we position ourselves as trusted advisors for businesses navigating complex financial landscapes. Our holistic approach emphasizes proactive planning and practical budgeting, enabling clients to make informed decisions that drive profitability. As active members of professional organizations like the AICPA and WICPA, we uphold rigorous industry standards while delivering accessible, client-centric support.
Services
Tax Preparation
Bookkeeping
IRS Problem Resolution
Business Incorporation
QuickBooks Support
Tax Planning
Outsourced Accounting
Cost Segregation
1031 Exchanges
Highlights and features
- We offer 25+ years of CPA expertise in tax and accounting services.
- Our team provides free initial consultations for all clients.
- Specialized IRS problem resolution strategies for tax debt settlements.
- Industry-specific solutions for law firms, real estate, and professional services.
- Secure file sharing and transparent communication for client convenience.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
Services
Tax Preparation
Our CPA-led tax preparation services ensure accurate filings while maximizing deductions for individuals and businesses. We specialize in complex returns, including those involving real estate transactions and professional practices. Clients benefit from strategic planning to minimize tax liabilities.
IRS Problem Resolution
We resolve IRS disputes through audit representation, lien releases, and installment agreement negotiations. Our team addresses back taxes, penalty abatements, and wage garnishments with customized solutions. Proven strategies help clients achieve compliance and financial stability.
Business Incorporation
We guide entrepreneurs through selecting and establishing optimal business structures, including LLCs and S-Corps. Services include document preparation, tax election filings, and compliance guidance. Strategic entity selection helps clients reduce tax burdens and protect personal assets.
QuickBooks Support
Our QuickBooks specialists provide setup, cleanup, and ongoing support for small businesses. We train staff, reconcile accounts, and generate financial reports. Customized system configurations improve financial tracking and reporting accuracy for better business decisions.
Cost Segregation
We identify accelerated depreciation opportunities for real estate owners through detailed cost segregation studies. This service maximizes tax deductions for property improvements, enhancing cash flow for commercial and residential property investors.
People
David W. Tepper
Partner
David has over 25 years of public accounting experience, specializing in financial and tax services for businesses. He focuses on family succession planning, trusts, and estates while maintaining active AICPA and WICPA memberships.
John W. Ludolph
Partner
John specializes in tax and accounting for small to medium businesses. A CPA with UW-Milwaukee graduate credentials, he became a partner after demonstrating expertise in helping clients achieve financial objectives through strategic planning.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, cash flow management, and entity selection services tailored to Milwaukee-area small businesses.
Do you offer free initial consultations?
Yes, we provide complimentary consultations for both individuals and businesses to discuss financial goals and challenges.
How do you help with IRS tax problems?
Our CPAs negotiate tax debt settlements, resolve compliance issues, and develop payment plans to address IRS disputes.
Which industries do you specialize in?
We serve law firms, real estate professionals, consumer service businesses, and various professional service providers.
Can you assist with business incorporation?
Yes, we guide clients through entity selection and incorporation processes to optimize tax advantages and legal protections.
How can I securely share documents with your firm?
We offer encrypted file sharing tools for clients to transmit sensitive financial documents safely.
Reviews (1)
Sandy B.
Apr 26, 2022
Report
Very knowledgable tax prep guy, John L. I think this is my 3rd yr with him since the previous CPA of mine retired.
