Worth It Accounting Firm is a bookkeeper in Oshkosh, Wisconsin. The firm provides a variety of specialized services including tax preparation and planning, payroll administration, advisory services, and bookkeeping. They serve a diverse clientele, including individuals, corporations, partnerships, LLCs, LLPs, and not-for-profit organizations, while also managing estates, trusts, and gift returns. Their service area extends to Ripon, Fond du Lac, Berlin, and the surrounding communities.
The firm is led by a mother-daughter team consisting of an Enrolled Agent and an accountant. Their approach to tax services is proactive rather than reactive, focusing on staying current with new legislation to identify planning opportunities that minimize tax liabilities. Beyond tax and bookkeeping, they offer advisory services such as accounting software implementation, entity selection, and financial and retirement decision-making. They also provide assistance with QuickBooks and cash management.
Located in City Center Suite 7 & 10, the office is situated near the Oshkosh Grand Opera House and a short walk from Opera House Square. The business is positioned near the intersection of High Avenue, Jackson Street, and Algoma Boulevard.
The firm maintains a 5.00 rating, reflecting a reputation for excellence and dedication to client success. Their expertise is backed by professional credentials, including an Enrolled Agent and an accountant with experience in both corporate and public accounting.
Worth It Accounting Firm provides professional, proactive financial solutions to the businesses and individuals of Oshkosh.