Tax Management & Financial Horizons

At Tax Management & Financial Horizons, we take pride in offering quality income tax and accounting services to individuals and businesses in a professional manner, while remaining affordable. Our team of experts is dedicated to providing top-notch services that meet the unique needs of our clients.

Our Staff

Our staff consists of a Certified Public Accountant (CPA), Enrolled Agent (EA), and experienced tax preparers with over 100 years of combined experience. Mike Sargent, CPA, is a seasoned professional with expertise in working with entrepreneurs starting new businesses. Lindsay Dereszynski is an experienced office manager and bookkeeper, providing skilled assistance to our team of accountants. Judi Mulkey is our go-to person for getting things accomplished, while Samantha Thistle is working on her Enrolled Agent Certification. Jennifer Hipkiss, a Certified Financial Planner and Enrolled Agent, is passionate about serving clients and helping individuals achieve their personal financial goals.

Services

We offer a range of services designed to meet the unique needs of our clients. Our services include:

Accounting

Our experts are well-versed in the various accounting systems, including QuickBooks, PeachTree, and more. We can help you with:

• Bookkeeping and accounting services
• Financial statement preparation
• Budgeting and financial planning

IRS Representation

If you've received a letter from the IRS and feel stressed, we're here to assist you. Our team has experience in:

• Tax audit representation
• Tax debt resolution
• Tax resolution negotiations

Audit Assistance

Whether you're dealing with a correspondence audit or an office audit, we can provide the guidance and support you need to navigate the process.

Specialties

Our team has a passion for helping entrepreneurs and small business owners achieve their financial goals. We offer specialized services for:

• Small business tax preparation
• Business financial planning
• Business accounting services

Testimonials

Don't just take our word for it! Our clients have praised our services:

• "Mike Sargent is very professional and helpful. He is extremely punctual with answering of email and phone calls. He has given me excellent advice regarding my small business. I would highly recommend using this company." - Diane Sutrick
• "Mike not only provides expert and affordable tax preparation services, he can also be counted upon to dispense useful, timely and sound financial advice at a dime. His guidance over the years has been indispensable to my husband and me. I hold Mike and his team in very high regard." - April Bautista
• "Mike Sargent is a trusted asset to my small business. He offers seasoned advice and insight that has helped my business grow throughout the years. I highly recommend his tax services for personal and business. Thank you for everything, Mike!" - Amanda Dalnodar

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Contact Us

Tax Management & Financial Horizons was founded on the principle of providing quality work at affordable rates. Our team is dedicated to providing exceptional service to individuals and businesses. Contact us to schedule a consultation:

N84 W15787 Menomonee Ave. Suite 5

Menomonee Falls, WI 53051

Phone: (262) 923-8100

Fax: (262) 977-7349