Service Areas

Curler Accounting & Tax Services, LLC

We help small businesses and individuals across Washington County and the Milwaukee area with bookkeeping, payroll, and tax preparation—kept simple, responsive, and aligned to your goals.

Our work is built around clear communication and steady, sustainable service (not passing clients around or burying you in jargon). You’ll get timely answers, clean books, and filings handled on schedule—so year-end isn’t a surprise. (Typical response time is 1–2 business days; it may be longer during tax season.)

Bookkeeping and payroll support — Milwaukee area small business

Cities We Serve

West Bend – Hartford – Slinger – Jackson – Kewaskum – Germantown – Menomonee Falls – Cedarburg – Mequon – Grafton – Richfield – Sussex – Brookfield – Wauwatosa

Don’t see your city? If you’re nearby, reach out—we likely serve you too.

What We Do in Your City

  • Bookkeeping — monthly reconciliations, clean financials, year-end ready
  • Payroll — setup, processing, filings, and year-end forms (supports direct deposit)
  • Tax Preparation — individual & small-business returns, extensions, e-file
  • Entity Selection Guidance — choose a tax treatment that fits your situation (S-Corp, C-Corp, partnership, disregarded entity)
  • Quarterly & Year-End Planning — estimated payments and “no-surprises” prep
  • Cleanup & Catch-Up — get from messy to manageable without shutting down ops

We use QuickBooks Online with clients to keep everyone on the same page, reduce back-and-forth, and speed month-end.

Accounting and tax services — Washington County WI

Specialized Help for Real-Estate Owners

Specialized Help for Real-Estate Owners

Many clients own rental properties or plan to buy the building their business operates in. We help you navigate passive-income rules, plan for deferring gains on a sale, and understand how owning your space can fit into long-term goals. (No one-size-fits-all advice; we look at your full picture.)

How We Work (Simple & Transparent)

  1. Discovery — goals, pain points, deadlines
  2. Setup or Cleanup — streamline systems and fix issues
  3. Monthly Rhythm — books closed, payroll processed, questions answered
  4. Year-End — tax-ready books and filings handled on time

If a specialized need arises (e.g., legal or audit work), we coordinate with your advisors so you’re covered end-to-end.

Why Local Clients Choose Us

  • Service over growth — we scale carefully to protect client experience
  • Direct access — you won’t get passed around
  • Values-driven — integrity from day one (rooted in a background of public service)
  • Experienced — leadership with BS in Accounting, MS in Management, and CPA since 2015; roles spanning large and mid-size organizations before launching this firm (KPMG, Harley-Davidson, FIS, Vickney & Associates, among others).

FAQs

Do you offer consultations for startups? Yes—entity setup, bookkeeping, payroll, and a simple tax plan to get moving.

How quickly do you reply? Typically within 1–2 business days (a bit longer in tax season).

Do you handle payroll and bookkeeping? Yes—and that’s where ongoing monthly/quarterly visibility lets us help you avoid year-end surprises. We support clients in QuickBooks Online and process payroll filings on schedule.

Ready to Work Together?

Tell us your city, your goals, and your timeline—we’ll map the first month and keep it simple.

Book a free consultation