Business Details
Your Trusted Milwaukee CPA Firm for Accounting & Tax Solutions
DWT Tax & Accounting has served small businesses and individuals throughout the Milwaukee Metropolitan area for over 25 years. Our firm combines deep accounting expertise with personalized advisory services to help clients manage cash flow, optimize tax strategies, and build sustainable business models. We specialize in tailored financial solutions for law firms, real estate professionals, and consumer service businesses, leveraging our experience to deliver practical budgeting guidance and entity selection advice. Our team of certified public accountants brings decades of combined experience in tax preparation, IRS problem resolution, and business succession planning. We maintain active memberships in the American Institute of Certified Public Accountants and Wisconsin Institute of Certified Public Accountants, ensuring our practices align with industry standards.Our commitment to client success is demonstrated through free initial consultations and secure digital tools for efficient financial management. We serve clients across Brookfield, Greenfield, West Allis, Franklin, New Berlin, and surrounding communities. Our approach emphasizes transparency, ethical practices, and long-term client relationships built on financial expertise and local market knowledge. By focusing on both business and individual needs, we provide comprehensive accounting solutions that address immediate concerns while supporting future growth. Our proven track record in resolving complex tax issues and implementing strategic financial planning positions us as trusted advisors in the Milwaukee area.
Services
Tax Preparation
IRS Problem Resolution
Business Accounting
QuickBooks Support
Tax Planning
Incorporation Services
Real Estate Accounting
Outsourced Bookkeeping
Highlights and features
- We offer over 25 years of CPA expertise in tax and accounting services
- Our team includes AICPA and WICPA certified professionals
- We provide free initial consultations for individuals and businesses
- We specialize in IRS tax debt resolution and audit representation
- We implement secure digital tools for efficient financial management
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in maximizing deductions while maintaining compliance with federal and state regulations. Our CPAs provide strategic tax planning to minimize liabilities and optimize financial outcomes for clients across multiple industries.
IRS Problem Resolution
We resolve complex IRS issues including tax debt settlements, audit representation, and lien releases. Our team negotiates with tax authorities to establish payment plans and reduce penalties. With decades of experience, we provide effective solutions for back taxes and collection disputes while protecting client interests.
Business Accounting
We deliver complete accounting solutions including cash flow management, budget development, and financial reporting. Our services help businesses maintain accurate records, track performance metrics, and make informed financial decisions. We implement systems tailored to specific industry requirements for optimal financial control.
Incorporation Services
We guide clients through entity selection and business formation processes. Our services include analyzing tax implications of different business structures and completing all registration requirements. We help establish corporations, LLCs, and other entities with strategic tax advantages for long-term success.
QuickBooks Support
We provide implementation, training, and ongoing support for QuickBooks accounting software. Our experts help businesses set up customized accounting systems, reconcile accounts, and generate financial reports. We ensure proper software configuration to streamline financial operations and improve reporting accuracy.
People
David W. Tepper
Partner
David has practiced public accounting for over 25 years, specializing in financial and tax services for diverse businesses. He focuses on family succession planning, trusts, and estate matters while maintaining AICPA and WICPA memberships. His expertise supports both business and individual client needs.
John W. Ludolph
Partner
John joined the firm as an intern in 2010 and became a partner after completing his CPA certification. He specializes in tax and accounting services for small to medium businesses, helping clients achieve financial objectives through strategic planning and compliance solutions.
Questions
Do you offer free initial consultations?
Yes, we provide free initial consultations for both individuals and businesses to discuss accounting, tax, and business advisory needs.
What accounting software do you support?
We specialize in QuickBooks implementation, training, and ongoing support for businesses needing customized accounting solutions.
Can you help with IRS tax debt issues?
Yes, we resolve IRS tax debt problems through negotiation, payment plans, and penalty abatement strategies tailored to individual circumstances.
What industries do you specialize in?
We serve law firms, real estate professionals, consumer service businesses, and professional service providers with industry-specific accounting solutions.
How can I securely share financial documents?
We provide a secure file sharing tool for clients to safely transmit sensitive financial documents to our accounting team.
