Geissler CPA, Inc.

Geissler CPA, Inc.
715.425.0108
Email: data@geisslercpa.com

​​​​​Client Services
Our firm offers a wide range of services to our individual and business clients. Since we are not a large firm, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

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​Tax Planning and Preparation:
Our firm is focused is on tax planning, with the end result of the process being the tax return preparation.   Taxes have a significant financial impact on all of our lives, and we believe that our clients should know their tax position during the year, not just when their tax returns are filed.   We encourage client interaction throughout the year to plan for any changes in their financial situation that may impact their tax liabilities.  With proper planning, the results of the tax return should not be a surprise.

 
     We provide the following types of tax preparation:

  • Individual
  • S-Corporations
  • C-Corporations
  • Partnerships
  • Trusts
  • Estate & Gift


Accounting:
Financial Statements-
We provide extensive accounting services to our business clients based on their specific needs.  Each client has unique skill sets and internal resources.  We work with our clients to identify both the strengths and weaknesses in their accounting system and create solutions that address their needs.  The end result is accurate and relevant financial statements.  

Payroll Services-
We provide payroll compliance and reporting services to ensure compliance with the various taxing authorities.  We can assist in filing of quarterly and year end forms and W-2s.

Accounting Systems-
We assist clients in the selection and implementation of accounting software.  Our experience with various software and accounting systems assists in streamlining the implementation process.

Business Consulting:
Our goal is to be the financial advisor to our clients.  We will assist in all phases of the business cycle.  Some of the areas that we can provide assistance with are:

  • Entity selection for new businesses
  • Accounting system selection and implementation
  • Purchasing a business
  • Selling a business
  • Analysis of ongoing business operations
  • Transition planning


Financial Consulting:
When working with clients we strive to address all of the financial needs of our clients.  By working closely with their attorney and financial planner, we strive to provide comprehensive solutions.  We consult the following areas:

  • Retirement planning
  • Estate planning
  • Gift planning
  • Stock options and RSU planning