Delivering Personalized TAX and ACCOUNTING Solutions Where It Counts!
At AM Accounting and Tax Services LLC, we understand the importance of personalized tax and accounting solutions for individuals and small businesses. Our team, led by certified public accountant Alice Zaganczyk Peterson, MS, has over 25 years of experience in providing expert tax preparation, small business accounting, and individual and small business financial planning and coaching. We take pride in our unique, personalized approach to ensuring our clients receive the highest level of service and guidance to achieve their financial goals.
Our Mission
Our mission is to provide personalized tax and accounting solutions that cater to the unique needs of our clients. We believe in empowering our clients with knowledge and expertise to take control of their financial situation. Our team is dedicated to providing exceptional service, guiding our clients in making informed decisions about their financial future. We strive to build long-term relationships with our clients, becoming their trusted partners in achieving financial success.
Services
We offer a comprehensive range of services designed to meet the diverse needs of our clients. Our services include:
- Tax Preparation and Planning: We provide expert tax preparation services, including tax planning, tax resolution, and consultation on complex tax matters.
- Small Business Accounting: We provide comprehensive small business accounting services, including financial planning, budgeting, and cash flow management.
- Individual and Small Business Financial Planning and Coaching: We offer personalized financial planning and coaching services to help our clients achieve their financial goals.
What Sets Us Apart
At AM Accounting and Tax Services LLC, we differentiate ourselves from other tax and accounting firms by providing a personalized, boutique-style service. Our team is dedicated to understanding the unique needs of our clients, and we work closely with them to develop tailored solutions that meet their financial goals. We believe in educating our clients about tax and accounting matters, empowering them to make informed decisions about their financial future.
Testimonials
Don't just take our word for it! Our clients rave about our personalized service and expertise. Here's what some of our satisfied clients have to say:
- "Alice did an outstanding job communicating and working with us on our tax needs. I am very pleased to recommend her." - Richard G, Milwaukee, WI
- "From Brady St. to Water. Am has always been professional and friendly. My husband always looked forward to having our taxes done by AM Accounting, he liked the way we were treated. Thank you!" - Yvonne V, Milwaukee, WI
- "AM Accounting has been absolutely stellar for my companies. As a small business owner, it's hard to keep up with all of my financials and even though I can be a tad bit unorganized Alice has always kept my accounting perfect. Easiest and most professional accountant I've ever worked with. Highly recommend AM Accounting for all of your financial keeping and tax needs!" - Aaron O, Milwaukee, WI
Accounting Services Review Summary
Positive Feedback
- Fast and professional service
- Friendly and patient staff
- Ability to maximize tax returns
- Affordable prices
- Easy to work with and very organized
- Helpful and accommodating
- Timely completion of tax returns
- Great customer service
- Relaxed company energy
The majority of reviewers have praised AM Accounting for their excellent service, highlighting the professionalism, patience, and understanding of the staff. Many have appreciated the ability of the firm to maximize their tax returns and provide helpful guidance throughout the process.
Negative Feedback
- Unprofessional behavior: one reviewer experienced rudeness from the receptionist and was hung up on
- Lack of transparency: another reviewer was not provided with tax submission confirmation prior to paying the invoice, leading to frustration and mistrust
While most reviewers have had a positive experience with AM Accounting, a few have reported negative encounters with the firm, citing unprofessional behavior and a lack of transparency.
