AM Accounting and Tax Services, LLC

AM Accounting and Tax Services, LLC is an accountant in Milwaukee, WI, established in 1997. The firm serves individuals, small businesses, and nonprofit organizations with tax preparation, tax planning, tax resolution, and Client Accounting and Advisory Services (CAAS). Led by CPA Alice Zaganczyk Peterson, who brings over 30 years of experience, the practice acts as an outsourced strategic finance partner. CAAS goes beyond traditional compliance-focused accounting to provide forward-looking guidance, timely financial information, and virtual CFO-level support without the cost of a full in-house department. The firm offers a personalized, client-centered approach where clients work directly with their CPA for consistent, ongoing support rather than transactional service. This collaborative model helps business owners move from reactive problem-solving to proactive planning, budgeting, forecasting, and informed decision-making. The firm holds a rating of 4.30 based on 23 reviews.

The office is located at 247 W Freshwater Way #310. It sits in a neighborhood defined by historic architecture and local institutions, positioned less than a mile from several notable landmarks. The firm is about a tenth of a mile from the Historic Fifth Ward Lofts and Milwaukee Community Cyber High School. It is also roughly a tenth of a mile from South 1st Street and East Pittsburgh Avenue. MC2 Park is nearby at a similar distance, and the Harley-Davidson Motor Company Factory No. 7 is located about two-tenths of a mile away. These landmarks place the business in a distinct part of Milwaukee, close to both educational and historic sites.

The firm’s standing is built on a solid reputation among the customers it has served. With over 25 years of experience preparing taxes and assisting clients, the practice is known for helping minimize tax liability through careful planning and managing the full payroll cycle, including wage calculations, withholdings, and year-end reporting. The team stays current with changing federal, state, and local requirements to ensure compliance. By combining technical expertise with clear communication, AM Accounting and Tax Services, LLC helps clients avoid future challenges through education and practical guidance, empowering them to take control of their financial future.

As a Milwaukee-based accounting firm, AM Accounting and Tax Services, LLC provides the strategic financial partnership and tax expertise that local small businesses and individuals rely on for long-term stability and growth.

Services:

• Client Accounting and Advisory Services (CAAS)
• Payroll Services
• Real Estate
• Small Business Accounting
• Tax Preparation & Planning