Client Services

Sattell, Johnson & Appel offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Tax and Assurance Services

Tax Related Services

Tax engagements are an integral part of our accounting practice. The major emphasis of our tax practice is to ensure a minimum tax burden for our clients by way of our proactive planning approach. Through continuing education, we become familiar with our clients tax circumstances and with legislation, court decisions and administrative rulings that may affect them.

The tax related services we provide range from individual tax return preparation to long-range financial and estate planning. In addition to preparing tax returns for corporations, partnership, trusts, and individuals, our services include:

Please contact William Heilbronner, CPA at (414) 273-0500 for more information

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Accounting and Auditing

Our audit and accounting services are enhanced through the personal attention and management assistance we provide to each of our clients. Our team is trained to gather not only the facts and figures but also to foresee the implications of transactions. We look for trends that may have been overlooked and attempt to identify opportunities that will increase the effectiveness of your organization.

We work hard to gain knowledge of your business. And we are available at all times for management consultation. Further, we are structured to assure close partner involvement with our clients. The results: experienced professionals sharing their skills and intimate knowledge of your business and helping you make informed management decisions.

We have particular expertise in audits of H.U.D. assisted housing and limited scope audits of employee benefit plans.  Sattell Johnson Appel is a member of the AICPA Governmental Audit Quality Center and AICPA Employee Benefit Audit Quality Center.

Please contact Leanne Buttke, CPA at (414) 273-0500 for more information

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Consulting Services

Business Advisory Services

Approaching our 50th year in business, we can measure our success based on our business advisory focus. Our traditional accounting, auditing, and tax services are supplemented by our proactive consulting approach. Our team is trained to assess your business operations and suggest ways to improve your measure of success. We adhere to the adage, "You can manage what you can measure." We assist our clients in developing systems to do just that. Through our dedication of becoming close business advisors, we're also ready for unforeseen situations that demand professional attention.

Some of the Business Advisory Services in which we have been engaged include:

Please contact Barry S. Sattell CPA/PFS at (414) 273-0500 for more information

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Financial Planning

Fee-Only services are provided by Mike Arnow, Matt Goihl, and Joe Dailey through SJA Financial Advisory, LLC. Fee-Only means no products are sold. We simply sell our expertise at an hourly rate. We tend to attract do-it-yourselfers who are only looking for unbiased advice. We offer specific recommendations but they do not result in a salesman’s commission.

For more information, contact Matt Goihl at (414) 390-1491 or visit us online at www.SJAFinancialAdvisory.com

Fee-Based services are provided through SJA Financial Services, LLC. Fee-Based means that you have our expertise in helping you decide on the right financial product and receive our help with implementation. We select the most appropriate product based on your particular situation and then select the most appropriate supplier of that financial product. We can also help you monitor your investments.

Please contact Barry S. Sattell, CPA/PFS at (414) 273-0500 for more information

 

 

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Business Valuation

Our business valuation team have over 30 years combined experience in evaluating business interests. We are involved in assessing value in circumstances including:

We are members of the National Association of Certified Valuation Analysts (NACVA) and the Institute of Business Appraisers (IBA).

Please contact our offices at (414) 273-0500 for more information

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Information Systems Consulting

Our expertise in computer software and hardware evaluation comprises many facets. We focus our expertise to the PC and Network areas. We can help you with the selection, purchase, installation and training of most brands of software. Our personnel are trained in software applications from Quicken, Quickbooks and Peachtree through MAS90 and GreatPlains.

Please contact Steve Smith at (414) 273-0500 for more information

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Other Services

Forensic Accounting

Our Forensic Accounting team investigates instances of theft and defalcation. Team members are specifically trained as members of the Association of Certified Fraud Examiners (ACFE) to investigate, document, report, and testify regarding instances of fraud and theft.

We can also assist your business. We can review your organization and systems and help you design controls to prevent and detect fraudulent activities.

Additional information on Forensic Accounting & Fraud can be found at the Association of Certified Fraud Examiners (ACFE)

Please contact our offices at (414) 273-0500 for more information



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Litigation Support

Our litigation support team provides service to individuals and businesses by assisting their legal counsel as expert witnesses.

Circumstances that involve our expertise include, but are not limited to:

Our business valuation and fraud examination experience is an invaluable resource for these engagements.

Please contact our offices at (414) 273-0500 for more information

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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

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