Hammernik & Associates

Hammernik & Associates is an Accountant in Milwaukee, WI. The firm provides proactive tax planning, consulting, and financial advisory services for small business owners, real estate investors, and high net worth clients. Services include personal financial planning for retirement, Social Security, college expenses, and safe money options, as well as advanced planning for asset protection, legacy planning, trust planning, estate planning, and charitable planning. Business services cover strategy, leadership, succession planning, financing options, reducing operational costs, and risk management through buy-sell agreements, key man coverage, and property and casualty insurance. The team also handles employee benefits, including retirement plans and health cost reduction, alongside personal insurance such as life, health, and long-term care disability coverage. They serve clients in Milwaukee, Waukesha, Greenfield, and Brookfield, aiming to help clients maximize their potential and legally minimize tax obligations through year-round advisory rather than reactive preparation. The business holds a rating of 5.00 based on 145 reviews.

Dale Hammernik established the firm with a one-for-all, all-for-one environment, ensuring every client receives consistent, family-style treatment from the entire team of qualified accountants and tax professionals. The practice utilizes a virtual family office model to deliver holistic and proactive advice. The team holds the designation of Certified Tax Coach, focusing on navigating the complexity of the U.S. tax code to identify deductions, breaks, and incentives that preserve wealth. They emphasize education, regularly publishing blogs and media features to inform the community about tax strategies and accounting best practices. Clients have access to a client portal and a payroll portal for managing their affairs.

The firm demonstrates a strong local reputation, reflected in consistently high customer ratings and an established track record built on a large base of customer reviews. They are actively involved in Milwaukee and Waukesha county community events, supporting the small businesses that make up southeastern Wisconsin.

Hammernik & Associates combines deep tax expertise with a client-centered approach, providing essential financial stability for businesses and individuals in the Milwaukee area.

Located on Beloit Rd, the office sits at the intersection of West Beloit Road and South 108th Street. It is about 0.4 miles from Kerler Park Acres and Beloit Park Manor, with Holt Park roughly half a mile away and Zoo Freeway just over half a mile distant.

BizScoreAI awards the business a Technical score of 91 out of 100, ensuring the website is secure and readable for search engines. It receives an Authority score of 75 out of 100.