Mequon CPA for Small Businesses & Individuals
Local, responsive accounting and tax support—built around how you actually run your finances.
Curler Accounting & Tax Services, LLC provides hands-on bookkeeping, accurate tax preparation and planning, streamlined payroll, and practical cash-flow guidance for Mequon and the surrounding North Shore communities. Whether you prefer in-person meetings or secure cloud-based support, you’ll get clear answers, proactive planning, and a steady partner you can reach when you need help.
Quick Links for Mequon Businesses & Individuals
Who We Help in Mequon
- Owner-operated and family-run businesses that want clean books, on-time filings, and fewer surprises.
- Contractors and trades who need straightforward job-cost clarity and reliable payroll.
- Independent professionals and real-estate investors looking for compliant returns and thoughtful tax strategy.
- Individuals who want accurate, stress-free tax preparation and year-round advice—not just help at filing time.
Veteran-owned CPA firm serving Mequon, Washington County, and Milwaukee’s North Shore.
Why Choose Curler Accounting in Mequon
Why Choose Curler Accounting in Mequon
- Local & reachable. You get timely responses from someone who knows the Mequon market.
- Clear pricing & expectations. No mystery bills—just straightforward scope and communication.
- Compliance first, strategy always. We keep you compliant and look for smart, defensible ways to save.
- One consistent contact. Avoid the “hand-off” feeling—you work directly with your CPA.
Call now: (262) 649-8898 • Email: matt@curlerats.com
Services We Offer Locally
Bookkeeping (Monthly & Quarterly)
Accurate reconciliations, organized financials, and ready-to-use reports—so year-end is calm, not chaotic.
Tax Preparation & Planning
Precise returns for individuals and small businesses, backed by proactive planning to minimize surprises.
Payroll
Set-up, processing, filings, and year-end forms—delivered on schedule with a single point of contact.
Cash-Flow Forecasting
Clear projections and practical levers to improve working capital and plan for growth.
How We Work (Simple 3-Step Process)
- Free Consultation: Tell us about your goals and challenges. We’ll review your current setup and answer questions.
- Quick Setup: We align accounts, connect software (e.g., QuickBooks Online), and establish an organized routine.
- On-Going Support: Monthly bookkeeping, on-time payroll, and proactive tax planning—plus ad-hoc guidance when decisions come up.
FAQs (Mequon)
Do you work with businesses outside Mequon? Yes. We serve Mequon, Washington County, and Milwaukee’s North Shore. If you’re nearby, we can meet in person or work fully remote—your choice.
Can you take over mid-year bookkeeping? Absolutely. We’ll clean up to-date, reconcile accounts, and deliver a clean handoff into a monthly rhythm.
What software do you support? QuickBooks Online is our primary platform. We’ll assess your current tools and integrate what makes sense.
I had a tax surprise last year—can you help avoid that? Yes. We’ll review your return, adjust estimates, and build a simple plan so you’re prepared before year-end.
Are consultations really free? Yes—no pressure. You’ll leave with clear next steps and transparent pricing.