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Specialties
We help our clients make sense of taxes, QuickBooks and all other financial matters. We work with small businesses and their owners to make sure they don’t pay more than their fair share of taxes. We also can help you with tax planning, selling your business, making sure your estate reflects your wishes, valuing your business for gifting or selling and a wealth of other accounting solutions.
History
Established in 1997.
Bob Wasacz, CPA/ABV, CVA and Mark Skvoretz, CPA, CVA, PFS formed their own accounting firm in November 1997. At the same time, Mag Donohoe, CPA and Kathy Giuliani, Firm Administrator & QuickBooks ProAdvisor joined the CPA practice. One month later, Sharon Nieland, CPA and Cindy De Groot joined the firm. We are all still working together today — 17 years later!
Meet the Business Owner
Bob W.
Business Owner
Bob has been serving closely-held businesses for over 45 years. He has a great deal of experience in helping clients identify short-term and long-term tax planning opportunities. This important element of successful strategic planning has provided Bob numerous opportunities to advise clients on issues such as entity choice, mergers and acquisitions, fiduciary and estate taxes and business and estate valuations. He has extensive experience with complex distribution industry tax issues, setting up ESOP-owned corporations and representing clients in IRS exams.