Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Rockton, IL
Established in 1949, Siepert has built a legacy of delivering expert accounting, tax, and financial services to clients across Illinois and Wisconsin. Our team of certified professionals combines decades of experience with cutting-edge technology to provide tailored solutions that drive business success and personal financial growth. We prioritize client relationships, ensuring transparency, integrity, and proactive guidance in every interaction. With offices in Rockton, Sycamore, and Roscoe, our local presence supports a global approach to financial excellence.Our commitment to continuous improvement is reflected in annual quality management reviews and triennial external peer audits, ensuring adherence to the highest professional standards. We invest in our team's development, fostering a culture of accountability and innovation that translates into exceptional client service. From tax planning to business consulting, our services are designed to help clients navigate complex financial landscapes with confidence.
Services
Tax Preparation
Business Consulting
Audit Services
Payroll Services
QuickBooks Support
Details
- Year established: 1949
Highlights and features
- We offer over 75 years of combined experience in accounting and tax services.
- Our team includes CPAs and certified valuation analysts with specialized expertise.
- We utilize state-of-the-art technology for secure, remote financial management.
- Personalized service tailored to individual and business client needs.
- Annual quality reviews and triennial external peer audits ensure compliance.
Services
Tax Preparation
We prepare individual and business tax returns with precision and compliance. Our team stays updated on evolving tax laws to ensure accurate filings while maximizing deductions. Clients receive proactive planning advice to minimize liabilities and optimize financial outcomes.
Audit Services
Our audit approach prioritizes client benefit through rigorous compliance with professional standards. We deliver consistent, objective assessments of financial statements, ensuring transparency and accountability. Services include non-profit, governmental, and corporate audits with tailored reporting solutions.
Business Consulting
We provide actionable insights for business growth, including exit planning and valuation services. Our consultants analyze operational procedures and internal controls to enhance efficiency. Clients gain strategic advantages through data-driven recommendations aligned with long-term objectives.
Payroll Services
Our remote payroll processing ensures timely and accurate employee payments and tax filings. We handle payroll tax compliance, W-2 processing, and year-end reporting. Secure online portals allow clients to manage payroll data from any location.
QuickBooks Support
As QuickBooks Pro Advisors, we offer software hosting, training, and troubleshooting. Our team optimizes accounting workflows using cloud-based solutions. Clients access secure virtual desktops for real-time financial management and reporting.
People
Brian Barnhardt
Partner
CPA with 35+ years of experience in taxation and financial advisory. Specializes in small business solutions and financial literacy education. Leads firm's Practice Forward initiative.
Dena Bonnier
Partner
First female partner at Siepert with 20+ years in business management. Oversees operations and human resources. Holds accounting and management degrees from University of Phoenix.
Mark Kerman
Managing Partner
CPA and Certified Valuation Analyst with expertise in business valuation and tax consulting. Former private-sector controller. Recipient of DeKalb County leadership awards.
Michael Phalin
Partner
Audit specialist with 13 years of experience. Manages quality control systems for non-profit and government clients. Active in community organizations like Rock County 4-H.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and regulatory reporting for businesses and non-profits. Our team ensures compliance with professional standards.
How do you handle tax planning?
We offer year-round tax planning to minimize liabilities while ensuring compliance. Services include entity analysis, acquisition support, and individual/business tax preparation.
Do you support remote clients?
Yes. We provide secure remote hosting for QuickBooks, payroll processing, and client portals for document sharing and communication.
What technology do you use?
We utilize cloud-based accounting platforms, secure virtual desktops, and modern tax software to deliver efficient, accessible financial solutions.
How are quality standards maintained?
Annual quality management reviews and triennial external peer audits ensure our services meet professional standards and client expectations.