http://www.plunkettcpa.com/

Oliver Plunkett LLC is a locally owned certified public accounting firm providing state of the art financial management services to business owners throughout Southeastern Wisconsin.

Our mission is to provide outstanding accounting, tax, regulatory compliance, and financial management services to our clients. We seek to assist our clients in achieving their financial goals, minimize taxes and provide them with peace of mind in their business and financial lives.

Because many of our clients are family owned businesses and business owners who have accumulated significant wealth, we have developed an expertise in helping small business owners with business development, financial management, wealth management and wealth transfers of family-owned businesses to reduce tax implications to current and future generations. We understand both the human and financial elements involved with these transitions.

Our services are designed to make your job easier and provide you with more time to focus on building your business. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives.

  • All tax services - corporate, individual, sales, multi-state, etc.
  • Accounting and bookkeeping
  • Strategic tax consulting
  • QuickBooks accounting software assistance
  • Business loan assistance
  • Budgets and projections
  • Business plan development
  • Litigation support
  • IRS problem resolution
  • Incorporations and new business advisor

To better meet the needs of our clients, we also have individualized services for clients in industries like real estate, manufacturing and distribution, child care, and other service businesses. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.

Industry Specific Services

  • Professional Services -IT Consultants, Legal, Architects and Business Services
  • Manufacturing and Distribution- Manufacturers, Distributors and Wholesalers
  • Real Estate - Agents, Brokers, Developers, Investors, Small Construction Contractors and more
  • Consumer Services - Child Care Centers, Electricians, Plumbers, Painters and more

We offer a FREE initial consultation for business owners. Call us today at 414–906–9130 and ask for Oliver regarding our accounting and tax services.

As Certified Public Accountants and Business Advisors, our clients are located throughout the Milwaukee area in towns like Racine, Greenfield, Franklin, Oak Creek, Waukesha, Brookfield, Menomonee Falls, Burlington, West Allis, Wauwatosa, New Berlin, Cudahy, Germantown, Shorewood, Whitefish Bay, Fox Point, Cedarburg, Mequon, Glendale and more. We also service clients throughout Milwaukee, Racine, Ozaukee and Waukesha counties.

Last edited by Godsil. Based on work by Olde Godsile.  Page last modified on October 08, 2006

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