At Oliver Plunkett CPA, a Milwaukee CPA firm, we provide a wide variety of accounting, tax, and financial management services tailored to meet the needs of our business clients. Our certified public accounting (CPA) services are designed to make your job easier and provide you with more time to focus on building your business in Southeastern Wisconsin. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives.
Our mission is to provide outstanding accounting, tax, regulatory compliance, and financial management services to our clients. We seek to assist our clients in achieving their financial goals, minimize taxes and provide them with peace of mind in their business and financial lives.
Because many of our clients are family owned businesses and business owners who have accumulated significant wealth, we have developed an expertise in helping small business owners with business development, financial management, wealth management and wealth transfers of family-owned businesses to reduce tax implications to current and future generations. We understand both the human and financial elements involved with these transitions.
To better meet the needs of our accounting and tax clients throughout the Milwaukee area, we also have individualized services for small businesses in industries like real estate, manufacturing and distribution, information technology and other service businesses. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.
Industry Specific Services
Real Estate Accounting -- agents, developers, investors, operators, mortgage brokers, and more
Manufacturing and Distribution Accounting -- manufacturers, distributors and wholesalers, etc.
Information Technology Accounting - computer consultants, software developers, and information technology professionals
Professional Services -- architects, legal, business services and consulting services
Consumer Services -- child care centers, electricians, plumbers, painters and more
We offer a FREE initial consultation for business owners. Call us today at 414-906-9130 and ask for Oliver regarding our accounting and tax services.
Accounting and bookkeeping
Accounting software assistance -- QuickBooks Certified Pro Advisor
Oliver Plunkett CPA is a Milwaukee based Certified Public Accounting firm that provides a wide variety of accounting, tax, financial management, QuickBooks, incorporations, and Individuals, Real Estate Accounting, Manufacturing & Wholesale Trade Accounting accounting services. Our clients are located throughout Milwaukee in towns like Milwaukee, Racine, Greenfield, Franklin, Oak Creek, Waukesha, Brookfield, Menomonee Falls, Burlington, West Allis, Wauwatosa, New Berlin, Cudahy, Germantown, Shorewood, Whitefish Bay, Fox Point, Cedarburg, Mequon, Glendale, and more. We also service clients in Milwaukee county, Racine County, Ozaukee County, Waukesha County counties.