Firm Profile

With offices in Delavan, Madison, Monona, Milwaukee, Oshkosh, Stoughton, Waukesha, and Watertown, 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.

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.

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. Organizations must ensure they are staying ahead of pending changes in order to more easily ensure compliance. Sorge CPA’s advisors provide our clients with a complete spectrum of audit, compliance, and advisory services that give them the meaningful information they need to make better business decisions.

We have also started a partnership with Tota Vita Financial Advisors. Bob Ferris will be working with Darren Port, AWMA, President of Tota Vita, and his team to provide investing and financial planning services. You can visit the Tota Vita website and view more information by clicking on the Investing (Tota Vita) tab at the top of this page.

  • Sorge CPA & Business Advisors, S.C.
  • 5221 Monona Drive
  • Monona, WI 53716
  • Telephone: (608) 221-2253
  • Fax: (608) 268-8640
  • Email:


“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. ”

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