Milwaukee-based AM Accounting and Tax Services LLC provides Client Accounting and Advisory Services (CAAS), an evolving service model where we act as an outsourced, strategic finance partner for small businesses. CAAS goes beyond traditional, compliance-focused accounting to deliver forward-looking guidance that helps business owners make informed decisions and achieve sustainable growth.
Rather than working reactively with historical data, we maintain an ongoing advisory relationship, using timely financial information to provide insight, planning, and direction. Our approach allows small businesses to access the expertise of an experienced accounting team—up to and including virtual CFO-level support—without the cost of a full in-house department.
With over 28 years of experience, we understand the challenges small businesses face and work alongside you to implement the right systems, improve financial clarity, and support long-term success.
No matter your path in life, one thing is common, it will involve money. Getting the most out of your income and finances is what sets us apart. Whether you need tax preparation services, tax planning, tax resolution, or consultation on complex tax matters, knowing you have a trusted partner there to help is a must!
The IRS will begin accepting electronic filings for Tax Year 2025 on January 26, 2026.
“Alice did an outstanding job communicating and working with us on our tax needs. I am very pleased to recommend her.”
“From Brady St. to Water. Am has always been professional and friendly. My husband always looked forward to having our taxes done by AM Accounting, he liked the way we were treated.
Thank you!!!!”
“AM Accounting has been absolutely stellar for my companies. As a small business owner, it’s hard to keep up with all of my financials and even though I can be a tad bit unorganized Alice has always kept my accounting perfect. Easiest and most professional accountant I’ve ever worked with. Highly recommend AM Accounting for all of your financial keeping and tax needs!”
“Well worth it, very knowledgeable, and up to date on all the tax codes. I drop off my taxes and are backed up if there is a problem with IRS audits ”
“I have been using AM for about 7 years and they are solid with every type of accounting need I’ve had. This goes from my business tax returns to personal returns, to proforma planning on a new venture, and helping to direct a range of due diligence matters for two projects. They are the essence of quiet, capable, hard-working Midwest smart. I can’t say enough!”
