When searching for “tax specialists near me,” choosing the right professional can make a significant difference in your financial future. Whether you’re an individual or a small business owner, having an expert who understands your industry-specific tax needs ensures compliance, maximizes deductions, and minimizes liabilities. With ever-changing tax laws, working with an experienced tax specialist like Curler Accounting & Tax Services, LLC can help you navigate challenges and optimize your financial strategy.

What to Look for in a Tax Specialist

Industry-Specific Knowledge

Not all tax specialists are the same. Some excel at individual tax returns, while others specialize in small businesses, real estate, healthcare, or other industries. If you’re a business owner, you need someone familiar with your industry’s unique deductions, expenses, and compliance requirements. Curler Accounting, led by Matt Curler, CPA, has over 20 years of experience helping businesses across various industries with tax planning, bookkeeping, and compliance.

Certifications and Experience

Look for a tax specialist with relevant credentials. Certified Public Accountants (CPAs) are held to high professional standards and must stay updated on tax laws. Matt Curler’s background includes working for major firms like KPMG and Harley-Davidson, bringing corporate-level expertise to small business clients.

Client-Focused Service

A good tax specialist prioritizes personalized service. Unlike large chains that treat clients like numbers, local firms like Curler Accounting take a hands-on approach, providing tailored tax strategies and ensuring clients receive the best possible financial advice.

How to Evaluate Tax Specialists Near You

Check Online Reviews and Testimonials

Start by reading online reviews. Platforms like Google, Yelp, and Better Business Bureau offer insights into a specialist’s reputation. Positive testimonials about responsiveness, accuracy, and professionalism indicate a trustworthy expert. Clients of Curler Accounting consistently praise Matt Curler’s attention to detail, thoroughness, and ability to simplify complex tax issues

Ask About Their Tax Planning Approach

A proactive tax specialist does more than file returns—they help you plan ahead. Ask how they can reduce your tax burden throughout the year. At Curler Accounting, tax planning is a year-round process, not a last-minute rush. Matt Curler helps clients implement strategies that improve tax efficiency and cash flow.

Inquire About IRS Representation

Audits and tax disputes can be stressful. If you ever face an IRS inquiry, you want a tax professional who can represent you. Curler Accounting offers IRS representation, ensuring clients have strong support in resolving tax issues effectively.

Understanding the Services You Need

Tax Preparation and Planning

Beyond filing taxes, specialists offer planning strategies to minimize liabilities and optimize deductions. Curler Accounting helps individuals and businesses stay compliant while reducing tax burdens through strategic planning.

Bookkeeping and Payroll Solutions

Accurate financial records are vital for tax filings and business growth. Services like bookkeeping and payroll management ensure smooth operations. Curler Accounting provides reliable bookkeeping and payroll solutions, allowing business owners to focus on running their companies.

Business Compliance and Entity Formation

Starting or restructuring a business requires choosing the right tax structure, such as an LLC or S-Corp. Curler Accounting offers expert guidance on entity formation to ensure tax advantages and compliance with regulations.

Tax Resolution Services

If you owe back taxes or are dealing with penalties, a tax specialist can help you resolve these issues. Curler Accounting assists clients with tax debt negotiations, installment agreements, and offers in compromise, helping them regain financial stability.

Why Local Businesses Trust Curler Accounting

Hands-On, Personalized Service

Unlike national tax preparation firms, Curler Accounting provides personalized attention. Matt Curler takes the time to understand each client’s specific needs and develop tailored solutions.

Commitment to Integrity and Accuracy

With a background in the Wisconsin Army National Guard and Milwaukee Police Department, Matt Curler brings military discipline, integrity, and attention to detail to his financial services. Clients can trust that their tax matters will be handled with precision.

Proven Small Business Expertise

Small business owners face unique tax challenges. From managing cash flow to tax compliance, Curler Accounting specializes in helping local businesses grow while staying financially healthy.

Community Involvement

Matt Curler is actively involved in the local community, including volunteering at the VA Hospital and participating in the Rotary Club. His commitment to service extends beyond financial matters, reinforcing his dedication to supporting local businesses and individuals.

The Benefits of Choosing a Tax Specialist Near You

Convenience and Accessibility

Working with a local tax specialist means easy accessibility for in-person consultations. Whether you’re based in Washington County, Mequon, or northern Milwaukee, Curler Accounting provides both local and virtual tax services.

Understanding State and Local Tax Laws

Tax laws vary by state and locality. A local tax specialist understands state-specific deductions, credits, and compliance requirements better than national firms. Curler Accounting stays up to date with Wisconsin tax regulations to ensure clients maximize their savings.

Building a Long-Term Relationship

Having a trusted tax professional who understands your financial history makes a difference. Establishing a long-term relationship with a local CPA like Matt Curler helps ensure consistency, strategic planning, and efficient tax management year after year.

Support During Tax Season and Beyond

Many tax firms only focus on tax season, but quality specialists work year-round to support their clients. Curler Accounting offers ongoing support, answering tax questions, assisting with bookkeeping, and helping clients prepare for audits if necessary.

How to Get Started with the Right Tax Specialist

Schedule a Consultation

Once you’ve done your research, schedule a consultation to discuss your tax needs. Curler Accounting offers consultations to assess your situation and outline tax-saving strategies tailored to you.

Ask the Right Questions

During the consultation, ask important questions:

– What experience do you have with my industry?

– How can you help lower my tax burden?

– What tax-saving strategies do you recommend?

– Do you offer year-round tax planning?

– How do you handle IRS audits and disputes?

Curler Accounting is transparent about their process, ensuring clients feel confident in their financial decisions.

Look for a Strong Communication Style

Tax matters can be complex. A great specialist explains financial concepts in a way that’s easy to understand. Matt Curler is known for his clear, straightforward approach, making tax planning stress-free for clients.

Verify Their Availability

Some tax specialists get overwhelmed during tax season, making it hard to get timely answers. Curler Accounting ensures consistent availability, so clients receive timely responses, accurate filings, and strategic financial advice whenever needed.

When searching for “tax specialists near me,” prioritize expertise, industry knowledge, and personalized service. A great tax professional ensures compliance, maximizes deductions, and helps you achieve financial success. Curler Accounting, led by Matt Curler, CPA, provides tailored tax solutions designed for individuals and small businesses.

If you’re looking for expert tax help in Washington County, Mequon, or northern Milwaukee, consider working with Curler Accounting. Their commitment to accuracy, integrity, and client-focused service makes them a trusted choice for tax preparation, bookkeeping, payroll, and business tax strategy. Contact Curler Accounting today to take control of your tax planning and financial future.