Professional Tax & Accounting Solutions
Serving individuals, families, and businesses in Milwaukee’s north shore and nationwide
Authorized Provider
Offering a wide range of services customized to meet your specific needs
Personal Tax Prep
We handle everything from standard 1040s to complex multi-state filings with investments, deductions, and business income. Our goal is to ensure accuracy while maximizing every deduction and credit you’re entitled to.
Business Taxes
Whether you are working a side hustle, are self-employed, or own multiple businesses, we make sure that your tax filings are timely and accurate. Let us deal with the IRS so you can focus on running your business!
Bookkeeping & Accounting
Our customizable services ensure that your books are always up to date and accurate, providing you with the information you need to make business decisions and to make tax time a breeze.
About
Stephen Steffes, CPA
My mission is to help families and small business owners in the North Shore community and beyond with their tax and accounting needs at a fair, upfront price. By partnering with me you can be sure that your taxes and business financials are always in order, allowing you to focus on what really matters.
A Personalized Start
We begin with a conversation to discuss your specific situation, needs, and goals. From there, we’ll determine the best way to collaborate so that my services align perfectly with your personal or business needs.
Our Process
Flexible Collaboration
We know that each client is unique and there is no one-size fits all solution. That’s why we customize our services and processes to your needs and preferences.
Results
We offer regular financial and tax return review meetings for our bookkeeping and tax clients to make sure that we’re always on the same page and that you have comfort and confidence in the final product.