AM Accounting and Tax Services, LLC

AM Accounting and Tax Services, LLC is a Milwaukee-based accountant serving individuals, small businesses, and nonprofit organizations. The firm offers tax preparation and planning, payroll services, and Client Accounting and Advisory Services (CAAS), a model that provides ongoing financial guidance and strategic support beyond traditional compliance. With over 28 years of experience, the firm emphasizes timely financial insight, proactive planning, and client-centered collaboration. It operates throughout Milwaukee and surrounding areas, helping clients achieve financial clarity and long-term success. The business holds a 4.30 rating based on 23 reviews, reflecting strong customer satisfaction.

AM Accounting and Tax Services, LLC was established in 1997 and is led by CPA Alice Zaganczyk Peterson, who brings over 30 years of experience. The firm’s Client Accounting and Advisory Services (CAAS) model functions as an outsourced finance partner, offering virtual CFO-level support without the cost of an in-house team. Services include financial statement preparation, budgeting, forecasting, business entity selection, payroll setup, tax planning, and accounting system setup. The firm uses a proactive approach, leveraging modern technology and consistent communication to deliver financial information in accessible language. Clients work directly with their CPA, ensuring continuity and personalized support.

The business is located on W Freshwater Way in Milwaukee, Wisconsin, situated about a quarter mile from several nearby landmarks. It is approximately 0.1 miles from the Historic Fifth Ward Lofts and Milwaukee Community Cyber High School, and less than 0.2 miles from the Harley-Davidson Motor Company Factory No. 7. The location is also near MC2 Park and adjacent to South 1st Street and East Pittsburgh Avenue.

AM Accounting and Tax Services, LLC is recognized for maintaining a solid reputation among the customers it has served. Its approach, rooted in long-term advisory relationships and personalized service, supports clients in navigating complex financial matters with confidence. The firm’s standing reflects trust, consistency, and a commitment to helping small businesses and individuals manage their finances effectively.

As a trusted financial partner in Milwaukee, AM Accounting and Tax Services, LLC supports local business growth through strategic accounting and tax guidance.

Services:

• Client Accounting and Advisory Services (CAAS)
• Payroll Services
• Real Estate
• Small Business Accounting
• Tax Preparation & Planning