Our staff has expertise in the accounting systems that you use including Quick Books, Peach Tree and more. Whether it's a correspondence audit or an office audit, we can assist you if you receive a tax audit letter from the IRS. Michael M. Sargent is a Certified Public Accountant (CPA); Certified Internal Auditor and former Chief Financial Officer for a defense contractor, hospital and institution of higher education.
He specialized in working with entrepreneurs starting new businesses. Lindsay Dereszynski is a key element to the success of Tax Management & Financial Horizons. She is an experienced office manager and bookkeeper providing skilled assistances to the team accountants. She is the go-to person for answers regarding timely filings and adds professional customer support to the team.
He specialized in working with entrepreneurs starting new businesses. Lindsay Dereszynski is a key element to the success of Tax Management & Financial Horizons. She is an experienced office manager and bookkeeper providing skilled assistances to the team accountants. She is the go-to person for answers regarding timely filings and adds professional customer support to the team.
Services
About
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When we start to work with you, we schedule a 60-minute meeting to understand your background, lifestyle and your needs for tax and financial planning assistance. This understanding helps us give personalized service to you - not the one-size-fits-all service you get from other companies. We make informed recommendations about your needs to help you manage your business and tax responsibilities based on your specific needs.
Community
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Menomonee Falls has been the longtime home for the principals of Tax Management & Financial Horizons: Mike Sargent for over 30 years, Steve Schmit over 27 years, and Kim Wenzel for 9 years. All the principles have been active members of the community participating in Little League, Boy Scouts, the Optimist Club and more.
Services For Businesses
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We're here for you all year - not just during tax season - to provide tax and accounting advice and assistance whenever you need it. Our focus is on helping you integrate your business systems to eliminate redundant operations and provide seamless movement of activities from beginning to the end because without systems you don't own a business - you are the business.
Accounting
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To be an effective partner our staff has expertise in the accounting systems that you use. We also can train you or your team on how to get the most from your software. We want you, the business owner, to understand how the accounting system can work for your business - so you don't need to pay ongoing consulting fees.
Irs Representation
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Receiving a letter from a taxing authority can be disconcerting and stressful. There may be no need to pay any additional taxes as the taxing authorities are not always correct. We are here to assist you and help calm your fears. There are various services and avenues that we can and will follow when it comes to representation with a taxing authority.
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