"I take great pride in this firm’s ability to develop an appropriate course of action to meet each client’s distinct needs."

• More then three decades of tax experience to meet the varied needs of clients
• Specializes in all aspects of individual and fiduciary taxation, including tax disputes, estate planning and administration
• Offers expertise in the financial and tax aspects of succession planning for businesses, individuals, fiduciaries and families
• Has extensive experience in designing transactions for the purchase/sale of businesses or real estate, as well as litigation support for business conflicts
• Experienced in corporate and partnership taxation
• Contact Barry directly at bswcpa@scribnercohen.com

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"The true measure of this firm’s strength lies with the expertise and support we provide to solve clients’ most difficult problems."

• Has 35 years of experience assisting closely-held companies in real estate, retail and wholesale distributors, light manufacturing, restaurants and hotels
• Assists business clients in valuing assets for acquisition and selling
• Analyzes information and financial reporting systems to determine client needs and assist with the implementation of computerized accounting systems
• Reviews internal control systems and reporting functions for the small business owner
• Helps start-up and growing businesses with planning as well as financial and government matters
• Contact Fred directly at fwlcpa@scribnercohen.com

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"The personal service and attention to detail that I give each client are as essential as my technical skills."

• Offers more than 25 years of public accounting and tax experience to individuals, families and closely-held businesses
• Has a proven track record in assisting start-up businesses and growing companies with accounting functions, obtaining and securing financing and reaching their long-term financial and business goals
• Experienced in structuring corporate and partnership buy/sell and financing transactions
• Specializes in providing tax and consulting services to the real estate trade, professional practices, wholesalers/distributors and service providers
• Contact David directly at drwcpa@scribnercohen.com

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"I view every client relationship as a unique challenge…providing me with the opportunity to analyze, research and execute a strategy suited to each client’s needs."

• Assists individuals, families and closely-held businesses by using insight gained from more than 20 years of tax experience and a Master of Science in Taxation
• Offers expertise in all areas of individual, fiduciary and business taxation, including business start-up issues and the tax aspects of marital property and real estate transactions
• Analyzes the feasibility and tax impact of investment decisions and provides personal tax planning services to maximize family wealth potential
• Specializes in estate, succession, and post-mortem planning, and provides consulting and planning services to attorneys, financial planners, fiduciaries and families on a full range of estate, trust, gift and income tax matters
• Serves on the Board of Directors for Professional Dimensions Charitable Fund and the Oconomowoc Memorial Hospital Foundation; Finance Committee for Girl Scouts Wisconsin Southeast; member of Professional Dimensions
• Contact Dawn directly at dewcpa@scribnercohen.com

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"My professional experience leads me into many service areas. I especially enjoy offering support in the dynamic and rapidly growing field of business valuations."

• Specializes in financial reporting of audits, reviews and compilations for real estate, manufacturing industries and service organizations
• Directs business valuation services for the firm. Evaluates companies to determine fair market values for estate, gift tax planning, divorce and buy/sell situations. Provides litigation support and expert testimony
• Analyzes internal controls and provides management with suggestions for safeguarding assets and improving internal efficiencies and daily business practices
• Assists businesses with financial forecasts and projections for business purchases and banking needs
• Experienced with audits of HUD related real estate projects and cost certification audits, and provides guidance on HUD regulations
• Contact Kevin directly at kcrcpa@scribnercohen.com