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CPA and investment advice coordinated under one roof2935 N Ballard Road, Suite 2, Appleton, WI
Donze CPA is a tax and accounting firm that pairs tax preparation and tax planning with small business accounting, payroll, and QuickBooks or Xero support. The firm describes its model as combining a CPA practice with investment advice, with financial planning and investment management offered through its affiliate Freedom Wealth LLC, which serves as a separate advisory firm. Its work covers business owners, high income earners, and retirees, with services such as entity discussions, capital gains planning, and retirement planning.
Clients can request a free initial consultation by phone. The office is at 2935 N Ballard Road in Appleton, Wisconsin, and the firm also accepts questions by email. The firm states that it is not only a tax preparation service, so ongoing planning is part of the relationship.
Accounting, payroll and tax services for small businesses
Tax preparation, IRS representation and payroll for individuals and small businesses
Listing your business here is free. Featured is $49 a month:
