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Hards Alumni

Does anyone have any recommendations in the Madison area for a CPA that can handle our commercial and personal taxes?  We are dissatisfied with our current CPA and are exploring our options.  We are loyal customers (21 years with our current agency) but have become frustrated with the lack of knowledge and oversight that we are being provided.  It seems that, annually, we are stuck auditing our agency's work and finding out that major mistakes are made, and major exemptions are being ignored. 

Willing to pay for peace of mind.  MU grad preferred, but not required.  Just looking for someone experienced and reputable.

Jockey

You trust Scoop that much? :)

Hards Alumni

Quote from: Jockey on May 05, 2021, 02:07:34 PM
You trust Scoop that much? :)

More than I trust our CPA to do the job.  Yes.

ZiggysFryBoy


Jockey

She'll take payment by Ben & Jerry's.

GB Warrior

I'll take payment via Scoop NFTs

MuggsyB

#6
Quote from: Hards_Alumni on May 05, 2021, 01:19:44 PM
Does anyone have any recommendations in the Madison area for a CPA that can handle our commercial and personal taxes?  We are dissatisfied with our current CPA and are exploring our options.  We are loyal customers (21 years with our current agency) but have become frustrated with the lack of knowledge and oversight that we are being provided.  It seems that, annually, we are stuck auditing our agency's work and finding out that major mistakes are made, and major exemptions are being ignored. 

Willing to pay for peace of mind.  MU grad preferred, but not required.  Just looking for someone experienced and reputable.

When I left Madison 3.5 yrs ago I had an excellent accountant over on University Ave. by the name of Steve Broyles.  He was well versed in commercial, corporate, trust, and  all areas of personal taxes.  Unfortunately, he recently sold his company to Apel Associates and I honestly don't know much about their accountants.  I may have a colleague that is using them now and would be happy to ask him what he thinks?  The head of the firm is Kari Apel if you're looking for some preliminary information.  Good luck and take care.

Hards Alumni

Quote from: MuggsyB on May 05, 2021, 07:07:47 PM
When I left Madison 3.5 yrs ago I had an excellent accountant over on University Ave. by the name of Steve Broyles.  He was well versed in commercial, corporate, trust, and  all areas of personal taxes.  Unfortunately, he recently sold his company to Apel Associates and I honestly don't know much about their accountants.  I may have a colleague that is using them now and would be happy to ask him what he thinks?  The head of the firm is Kari Apel if you're looking for some preliminary information.  Good luck and take care.

Thanks, I'll check them out.  Appreciate it!

LON

Quote from: Hards_Alumni on May 05, 2021, 01:19:44 PM
Does anyone have any recommendations in the Madison area for a CPA that can handle our commercial and personal taxes?  We are dissatisfied with our current CPA and are exploring our options.  We are loyal customers (21 years with our current agency) but have become frustrated with the lack of knowledge and oversight that we are being provided.  It seems that, annually, we are stuck auditing our agency's work and finding out that major mistakes are made, and major exemptions are being ignored. 

Willing to pay for peace of mind.  MU grad preferred, but not required.  Just looking for someone experienced and reputable.

Sent you a PM.

4everwarriors

Kant goe rong wit Dewey, Cheatham, and Howe, hey?
"Give 'Em Hell, Al"

tower912

What a coincidence.   That is the name of my dentist.
Luke 6:45   ...A good man produces goodness from the good in his heart; an evil man produces evil out of his store of evil.   Each man speaks from his heart's abundance...

It is better to be fearless and cheerful than cheerless and fearful.

wadesworld

Quote from: LON on May 06, 2021, 10:12:51 AM
Sent you a PM.

The tshirts with your profile picture on them were the best Marquette gear ever created.

LON

Quote from: BLM on May 06, 2021, 10:45:09 AM
The tshirts with your profile picture on them were the best Marquette gear ever created.

Yeah I messed up and never got one of them...if they're floating around the interwebz and you got a link send it my way!

Coleman

Believe it or not, I got my tax guy off Scoop 7 or 8 years ago. He's great, fellow MU alum and a CPA. But he works out of Virginia (I am in Illinois, it is no problem, we do everything virtually).

PM me if you'd like his info.

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