Statz Accounting & Tax Services

Welcome to Statz Accounting & Tax Services, a full-service accounting firm that has been proudly serving the Madison, WI area since 2008. Our mission is to provide our clients with exceptional accounting, tax, and financial planning services with a personalized touch. With 16 years of experience in the field, we have the expertise and knowledge to help you navigate the complex world of taxes and finance.

At Statz Accounting & Tax Services, we understand that every individual and business has unique needs and goals. That's why we take the time to get to know our clients on a personal level, so we can tailor our services to meet their specific requirements. We are committed to building long-lasting relationships with our clients based on trust, integrity, and exceptional service.

Services Offered by Statz Accounting & Tax Services

At Statz Accounting & Tax Services, we offer a wide range of services for both individuals and businesses, including:

• Personalized Attention and Budgeting: We provide consistent and dependable budgeting services to help you manage your finances effectively. Our one-on-one approach ensures that you receive the personalized attention you deserve.
• Financial Statements and Planning Advice: We offer comprehensive financial statements and expert planning advice to help you make informed financial decisions. Our goal is to provide you with the tools and knowledge you need to achieve your financial goals.
• QuickBooks and Cloud-Based Software Consulting and Training: We provide consulting and training services for QuickBooks and other cloud-based accounting software. Our experts can help you get the most out of your accounting software and streamline your financial processes.
• Tax Planning, Preparation, and Filing: We offer comprehensive tax planning, preparation, and filing services for individuals and businesses. Our goal is to minimize your tax burden and maximize your deductions and credits.

In addition to these services, we also offer specialty services for specific industries, such as the real estate market, restaurants and bars, and healthcare reform for taxes. We have the knowledge and expertise to help you navigate the complex tax and accounting issues that are unique to these industries.

Meet Jasmin Statz

Jasmin Statz, the founder of Statz Accounting & Tax Services, is a dedicated and experienced accounting and tax professional. With 16 years of experience serving both personal and business clients, Jasmin has the expertise and knowledge to help you navigate the complex world of taxes and finance.

At Statz Accounting & Tax Services, we pride ourselves on our personalized approach to accounting and tax services. Jasmin takes the time to get to know each of her clients on a personal level, so she can tailor her services to meet their specific needs and goals.

Sample of Services for Individuals and Small Businesses

For individuals and small businesses, we offer a wide range of services to help you manage your finances effectively. Here are some of the services we offer:

• General Accounting for Businesses: We provide comprehensive accounting services for small businesses, including bookkeeping, financial statement preparation, and budgeting.
• Tax Preparation & Planning for Individuals: We offer comprehensive tax preparation and planning services for individuals, including tax return preparation, tax planning, and representation before the IRS.
• Budgeting: We provide budgeting services to help individuals and businesses manage their finances effectively.
• Multi-State Tax Returns: We offer comprehensive multi-state tax return preparation services for individuals and businesses.
• Business Tax Returns for Estates, Trusts, Partnerships & Corporations: We offer comprehensive business tax return preparation services for estates, trusts, partnerships, and corporations.
• QuickBooks Training & Consulting: We offer QuickBooks training and consulting services to help individuals and businesses get the most out of their accounting software.
• Cloud-Based Accounting Software Consulting: We offer cloud-based accounting software consulting services to help individuals and businesses streamline their financial processes.

Specialty Services

At Statz Accounting & Tax Services, we have expertise in several specialty areas that make us different from other accounting and tax firms. Here are some of our specialty services:

• Tax & Accounting for the Real Estate Market: Our expertise in the real estate market allows us to provide the best in accounting and tax services for the real estate industry.
• Tax & Accounting Services for Restaurants & Bars: We offer comprehensive tax and accounting services for restaurants and bars, including sales tax compliance, tip reporting, and inventory management.
• Tax & Accounting Services for Professors and Educators: We have worked closely with many educators, faculty and staff at our local colleges, allowing us the unique ability to prepare returns for professors, Fellows, and Graduate students.
• Experienced & Knowledgable in Healthcare Reform for Taxes: If you are worried about your ACA compliance - or concerned about your family's tax burden because of the Affordable Care Act, our high level of knowledge and experience in this arena will set your mind at ease.

Amended Tax Returns & IRS and State Penalty Letters/Notices

At Statz Accounting & Tax Services, we also offer services to help you navigate the complex world of amended tax returns and IRS and state penalty letters/notices. Our experts can help you prepare and file amended tax returns, as well as represent you before the IRS and state tax authorities.