WHAT WE OFFER

Tax Services

KerberRose’s accounting professionals have experience with multiple industries, endowing us with a unique set of tools to serve business clients from a diverse array of backgrounds. From agriculture to large manufacturing organizations, we provide tailored solutions to solve our clients’ most difficult financial challenges. We take pride in the services we deliver and the way we deliver them. We were founded on the principle of providing proactive, attentive compliance and consulting services to the people and businesses of our local communities; forty years later, we remain committed to that goal.

KerberRose accounting professionals have experience with multiple industries, which provides us with a unique set of tools to serve business clients from a diverse array of trades. From agriculture to large manufacturing organizations, we provide tailored solutions to solve our clients’ challenges.

Tax Advisory Services Across Many Industries

Many of our clients are closely-held businesses. This means the interests of both the business and shareholders must be considered at all times. We are dedicated to delivering value-added services across many industries.

Additional tax services:

  • Estate Tax & Gift Tax
  • State Tax

A number of businesses are conducting business across state lines. Consider telecommuting employees, providing online services, and shipping products throughout the United States. Important state and local tax (SALT) laws add complexity to conducting business in other states. Our state and local specialists help you navigate the complex and stringent state and local tax laws efficiently.

Our team of tax professionals advises business owners on strategies to comply with multiple taxing authorities across the nation. We explain the various states’ laws and consult you on business tax strategies. We search for tax savings opportunities to help you manage the burden of state and local tax.

Our list of state tax services include: 

  • Audit representation assistance
  • Credits and incentives
  • Income and franchise tax
  • Real and personal property
  • Sales and use tax
  • Tax law changes or planning opportunities that could result in tax refunds or savings.
  • Unclaimed property

Our team assists clients in all areas of gift and estate planning, compliance, and administration. We work closely with our clients and their families to help ensure that their wealth and values are passed down to future generations.

We help clients plan for tax-advantaged transfer of wealth; ensuring that their wealth will continue to provide for future generations. We understand that estate planning involves more than just maximizing the wealth that is passed on. Clients hope their wealth provides for the people and the causes they care about most, while instilling the values which are most important to them.

Our Estate and Gift Tax Services include:

  • Business and Real Estate Valuations to Maximize Value of
    Lifetime Gift Exclusions
  • Design, Establishment, and Management of Charitable Trusts
  • Design of Estate Plans to Reduce Tax Liability and Maximize Wealth
  • IRA Planning for Tax Minimization
  • Life Insurance Planning

We are proud members of the following professional accounting organizations:

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of CPAs (WICPA)
  • PrimeGlobal: An Association of Independent Accounting Firms

KerberRose Trusted Advisors have more than 40 years of experience working with individuals developing and implementing strategies to improve their unique tax situations. KerberRose will work alongside you to understand the intricacies of your individual tax needs and, where necessary, bring in associate advisors from our Wealth Management team to assist in maximizing your returns and planning your financial future.

We also understand the intimate connection between corporate and personal taxes and will work with business owners to manage their complex tax situations. Our experienced tax advisors will ensure business owners employ the right tax strategies to minimize tax bills and balance both sides of your tax position.

KerberRose’s individual tax services include:

  • Individual Tax Planning and Compliance
  • Preparation of 1040 Federal and State Returns
  • Tax-Advantaged Retirement and Financial Planning

Contact a Tax Advisor

If your business could use a Trusted Tax Advisor, contact KerberRose today to discuss creating a partnership.

Contact a Tax Advisor

If your business could use a Trusted Tax Advisor, contact KerberRose today to discuss creating a partnership.

Bobbie Bastle

Bobbie Bastle

Shareholder – Antigo

  • (715) 623-7696
  • bobbie.bastle@kerberrose.com

Click Here to View Bobbie in Our Directory

Bobbie Bastle

Brian Lange

Shareholder – Clintonville

  • (715) 823-6461
  • brian.lange@kerberrose.com

Click Here to View Brian in Our Directory

Bobbie Bastle

Cynthia-Lamphere

Shareholder – Appleton

  • (920) 993-0105
  • cynthia.lamphere@kerberrose.com

Click Here to View Cynthia in Our Directory

Bobbie Bastle

Donald Pedersen

Shareholder – Shawano

  • (715) 526-9400
  • donald.pedersen@kerberrose.com

Click Here to View Donald in Our Directory

Bobbie Bastle

Katie Gannon

Shareholder – Green Bay

  • (920) 434-7310
  • katie.gannon@kerberrose.com

Click Here to View Katie in Our Directory

Bobbie Bastle

Michael Ruby

Managing Shareholder – Green Bay

  • (920) 434-7310
  • mike.ruby@kerberrose.com

Click Here to View Michael in Our Directory

Bobbie Bastle

Steven Grover

Shareholder – Shawano

  • (715) 526-9400
  • steve.grover@kerberrose.com

Click Here to View Steven in Our Directory

Bobbie Bastle

Dianne Lensert

Shareholder – Sister Bay

  • (920) 854-2379
  • dianne.lensert@kerberrose.com

Click Here to View Dianne in Our Directory

Bobbie Bastle

Michael Matuszak

Shareholder – Wausau

  • (715) 675-9000
  • michael.matuszak@kerberrose.com

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Bobbie Bastle

Kelly Nolan

Director – Wausau

  • (715) 675-9000
  • kelly.nolan@kerberrose.com

Click Here to View Kelly in Our Directory

Bobbie Bastle

Stacey Donovan

Shareholder – Stevens Point

  • (715) 341-3232
  • stacey.donovan@kerberrose.com

Click Here to View Michael in Our Directory

IF YOUR BUSINESS IS IN NEED OF A TRUSTED ADVISOR, GET IN TOUCH WITH KERBERROSE TODAY.
CONTACT US