Certified Public Accountants in Lake Geneva and Delavan
Lake Geneva Accounting Firm with offices in Lake Geneva and Delavan Wisconsin
Providing the following client services:
Consulting Services:
Consulting Services
Accounting Software Selection & Implementation
Business Succession Planning
Business Valuations
Buying & Selling a Business
Computer Consulting
Fraud Prevention & Detection
Estate Planning
Financial Planning
Retirement Planning
Management Advisory Services
Business Consulting
Pension & Profit Sharing Plans
Investment Review
Debt & Financing Services
Business Entity Selection
Tax Services:
Tax Services
Tax Planning & Preparation
Tax Planning
Tax Preparation
IRS Representation
Payroll Services
Sales Tax Services
Estate & Trust Tax Preparation
Accounting Services:
Accounting Services
Audit Services
Audits, Reviews and Compilations
Reviews & Compilations
Compilations
Bookkeeping/Write-Up
Forensic Accounting
Financial Statements
Financial Forecasts & Projections
Cash Flow & Budgeting Analysis
Other Services:
Other Services
Asset Protection
Bankruptcies
Expert Witness Services
Litigation Support
QuickBooks Professional Advisor
Accounting software training
Electronic Filing Services
Contact Information:
Firm Information
Carlson & Halpern CPAs, S.C.
Certified Public Accountants
Lake Geneva Office
924 Williams Street
Lake Geneva, WI 53147
Phone:
(262) 249-1400
Fax:
(262) 249-1500
Email:
scarlson@carlsonhalperncpas.com
Firm Contacts:
Sheree L. Carlson, CPA , Certified Public Accountant
President
262-249-1400
scarlson@carlsonhalperncpas.com
Carol M Heise Tax Preparer/Bookkeeper
262-249-1400 ext. 25
cheise@carlsonhalperncpas.com
Sue Toia Bookkeeper
262-249-1400 ext. 23
stoia@carlsonhalperncpas.com
Vicki R Axelson Administrative Assistant
262-249-1400 ext. 21
vaxelson@carlsonhalperncpas.com
Kelly A Stead Bookkeeper
262-249-1400 ext. 26
kstead@carlsonhalperncpas.com
Additional Offices
Additional Office 1
Delavan Office
1421 Racine Street
Suite G
Delavan WI 53115
Phone: 262-740-1100
Fax: 262-740-1200
Email: shalpern@carlsonhalperncpas.com
Firm Contacts:
Susan V. Halpern, CMA, CPA , Certified Public Accountant
Vice-President
(262) 249-1400
scarlson@carlsonhalperncpas.com
Kathleen J Bonk Admin Assist/Bookkeeper
(262) 249-1400
scarlson@carlsonhalperncpas.com
Susan E Leibsle Bookkeeper/Tax Preparer
(262) 249-1400
scarlson@carlsonhalperncpas.com
Site Map
Designed by ProSystem fx Site Builder -
http://www.execusite.com