Wisconsin's Most Trusted Accounting & CPA Firm
Hundreds of clients and decades in business give Sorge CPA
experience and expertise few accounting firms can rely on.
ACCOUNTING & BOOKKEEPING SERVICES
Sorge CPA's accounting services can help you reduce the time spent on administration through developing and implementing a computerized accounting & bookkeeping system. This will facilitate accurate financial statements and reports, the ability to project and management cashflow, and an understanding of how businesses profitability.
INDIVIDUAL & CORPORATE TAX SERVICES
Tax laws are complex and continually changing. To guide clients on their personal journey toward financial freedom as tax laws change, Sorge CPA’s advisors develop complete and flexible plans designed to meet our clients’ ongoing needs.
As tax laws continue to evolve and grow in both intricacy and complexity, the need for tax management services has become more prominent than ever. Tax management services can help you organize and file your tax returns in accordance with current tax laws as well as leverage your deductibles to minimize your tax liabilities for either your personal or business’s finances.
FINANCIAL & RETIREMENT PLANNING
Sorge CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.
Big or small, a cornerstone of our firm is providing each and every client with responsive and highly personalized service delivered by our experienced partners and team of more than 60 specialists.
In addition to providing personalized service and a quality work product, you will also benefit from valuable insights and recommendations delivered by a team with years of experience and expertise helping clients increase efficiency and strengthen financial controls.
BIG FIRM CAPABILITIES
Our breadth of services is on par with the larger firms allowing us to provide organizations nationwide with the broad resources and expertise to help them stay at the forefront of their industry.
WHO WE ARE
With offices in Madison, Milwaukee, Monona, Oshkosh, Watertown, and Waukesha our specialists work hand-in-hand with businesses and individuals to help them stay ahead of financial developments and guide them through the complex field of accounting and reporting regulations.
One of our most important goals is to provide you with a process improvement system that will generate the most wealth for you while reducing the amount of time you need to spend running your business. This process centers on identifying key reports and tasks on which the business owner needs to focus in order to generate the best return on investment and have the most fun.
Sorge CPA is a different kind of accounting firm, made great by our exceptional talent. We are fueled by the entrepreneurial spirit and driven to serve our community, and our industry, with conviction and vision.
“I'd just like to let you know that I'm delighted with the service I received from Sorge CPA this afternoon. I spoke with Amy Raven and found her to be incredibly competent, friendly and patient throughout our conversation. She was able to explain confusing tax concepts to me in a way that made perfect sense.”
“We have retained Sorge CPA for more than two decades and have never looked elsewhere for our accounting and auditing services. We feel that we have the best CPA firm working with us.”
“Great communication & transparency. We've used their tax services the past several years, even after we moved out of state and had multiple state returns & some complex situations. I love that they are on-the-ball with their communication (we prefer email), thorough with their questions, help us understand things, and my favorite- keep a (secure) online document vault and can access signature/form-signing from anywhere. ”
“I've been working with Sorge CPA for quite a few years now. I've always been very pleased with their professionalism & knowledge. I feel like they always have my best interest at heart and are always available to answer any questions I have. I refer all my personal and business relationships to Sorge because I know they'll be happy I did.”
“I've done my taxes with Sorge for the last 4 or so years now. I am always pleased with my return and the timeliness of when I submit my paperwork.”
“We have been having our taxes done here for several years. They are fair, quick and efficient. Quick to respond to emails and offers us a mid year look so we don't have any unexpected surprises.”