Southeastern Wisconsin CPA
414-906-9130
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Oliver Plunkett CPA - Southeastern Wisconsin CPA

Our Services

Accounting and Tax
QuickBooks
Incorporations
Real Estate Accounting
Manufacturing & Wholesale Trade Accounting
Information Technology Accounting
Oliver Plunkett CPA - Southeastern Wisconsin CPA

Helping Clients Keep More Of What They Earn!

At Oliver Plunkett CPA, a Milwaukee CPA firm, we provide a wide variety of accounting, tax, and financial management services tailored to meet the needs of our business clients. Our certified public accounting (CPA) services are designed to make your job easier and provide you with more time to focus on building your business in Southeastern Wisconsin. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives.

Our mission is to provide outstanding accounting, tax, regulatory compliance, and financial management services to our clients. We seek to assist our clients in achieving their financial goals, minimize taxes and provide them with peace of mind in their business and financial lives.
 
Because many of our clients are family owned businesses and business owners who have accumulated significant wealth, we have developed an expertise in helping small business owners with business development, financial management, wealth management and wealth transfers of family-owned businesses to reduce tax implications to current and future generations. We understand both the human and financial elements involved with these transitions.

To better meet the needs of our accounting and tax clients throughout the Milwaukee area, we also have individualized services for small businesses in industries like real estate, manufacturing and distribution, information technology and other service businesses. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.

Industry Specific Services

We offer a FREE initial consultation for business owners. Call us today at 414-906-9130 and ask for Oliver regarding our accounting and tax services.

  • All tax services
  • Accounting and bookkeeping
  • Accounting software assistance -- QuickBooks Certified Pro Advisor
  • Strategic tax consulting
  • Financial statement preparation
  • Alternative minimum Tax planning
  • Business loan assistance
  • Budgets and financial projections
  • Business plan development
  • IRS problem resolution and e-file

Oliver Plunkett CPA is a Milwaukee based Certified Public Accounting firm that provides a wide variety of accounting, tax, financial management, QuickBooks, incorporations, and Individuals, Real Estate Accounting, Manufacturing & Wholesale Trade Accounting accounting services. Our clients are located throughout Milwaukee in towns like Milwaukee, Racine, Greenfield, Franklin, Oak Creek, Waukesha, Brookfield, Menomonee Falls, Burlington, West Allis, Wauwatosa, New Berlin, Cudahy, Germantown, Shorewood, Whitefish Bay, Fox Point, Cedarburg, Mequon, Glendale, and more. We also service clients in Milwaukee county, Racine County, Ozaukee County, Waukesha County counties.


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