STRENGTH. VERSATILITY. STABILITY.

Anderson Tackman of Mequon
is now a part of Hawkins Ash CPAs.

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Welcome to Hawkins Ash CPAs

On behalf of our nearly 140 employees in Wisconsin and Minnesota, we welcome you to Hawkins Ash CPAs. We are both honored and excited to have the entire Anderson Tackman Mequon team join us in delivering the highest quality, well-rounded service offerings.

Depth of resources. Optimum results.

You can have every confidence that this transition will be beneficial to you. Dan and Jeff and the Mequon team will be able to spend more time with you and will also have a wider set of resources from which to pull. Along with their expertise in tax, accounting and auditing services, you now have the advantage of Hawkins Ash CPAs depth of services:

  • Tax Preparation and Tax Planning
  • Audit and Assurance Services
  • Bookkeeping and Payroll
  • Valuation and Succession Planning
  • Business Advisory Services
  • International Tax Expertise
  • ACA 1095 Reporting

We will guide you through the ever-changing business and legislative environment to help you achieve your maximum bottom-line, save taxes and preserve wealth.

Get connected. Stay connected.

We are here for you.

We have an abundance of resources of which we want you to take advantage.

Tax Reform Podcasts

Mortgage Interest Deduction Under New Tax Law: Podcast

The TAX CUTS AND JOBS ACT OF 2017 really changed the way that people can deduct their mortgage interest on their tax returns. Prior to that law’s passage, taxpayers could deduct interest on the...

Withholding Under the New Tax Bill: Podcast

Back in February of 2018, the IRS came out with new federal tax withholding tables for employers to use based on the new tax law. Although these tables were designed for the average taxpayer, there...

Podcast: Depreciation

If you own a small business or rental property, you are certainly aware of the concept of Depreciation. For those that are not, depreciation is a way to write off an asset used in a business that...

Podcast: Pass-Through Business Deduction for Qualified Business Income

This is one of the largest and most complex parts of the TAX CUTS AND JOBS ACT OF 2017. It introduces the concept of QUALIFIED BUSINESS INCOME and the deduction that pass-through entities get for it...

Podcast: Changes to the Charitable Giving Deduction

One of the unintended consequences of the increased standard deduction was that many people who received a tax deduction for charitable giving in the past may not get that deduction going forward....

Articles

Is Now the Time for Some Life Insurance?

Many people reach a point in life when buying some life insurance is highly advisable. Once you determine that you need it, the next step is calculating how much you should get and what kind....

Taxable vs. Tax-Advantaged: Where to Hold Investments

When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are well suited to these accounts, but it may...

The Shortcuts That You Want, Where You Want Them

Here's how to make your QuickBooks navigation quick, easy, and best of all, personalized. On the far left of your screen is the shortcut menu. If you’ve minimized it, it’s the strip (still on the...

Ways to Save for Retirement: Podcast

Whether you are an employee or you own your own business, retirement plans can be the best way to retire with dignity. With fewer companies offering pensions, it is really important that we save on...

Client Feature and Executive Director Q&A-Home and Community Options

Home and Community Options (HCO) is a nonprofit organization that serves children and adults with developmental disabilities who are in need of residential and support services in order to live...

Understanding a SOC Report and Its Purpose in Relation to an Employee Benefit Plan

SOC Report. SSAE 16 or 18. What do these terms mean? Your employee benefit plan auditor may request these reports from you during a plan audit and you may be wondering what they are asking for. A...

Independent Contractor vs. Employee: Podcast

Many small and medium sized businesses face the issue of when someone is an employee and when they are an independent contractor. It is critical that owners correctly make this determination as...

Fundraising Event Considerations: Part II

In the May 2018 Nonprofit Connection, we discussed ways to safeguard cash and other assets at special events. The following article discusses other important items to consider in planning special...

Nonprofit Tax Tidbits: Form 990 Schedule G

Preparing Schedule G is something I would not advise working on during a late Friday afternoon. A morning early in the week would be better. I also strongly recommend drinking a cup of black coffee...

Podcast: The Taxability of Social Security

As the baby boomers become eligible for Social Security benefits, many are confused on how Social Security is taxed on their return. Last week, we talked about when to take Social Security Benefits....

Newsletters

Employee Benefit Plan Resources: November 2018

Check out our latest Employee Benefit Plan Resources Newsletter. This edition includes the following topics: 401(k) Plan Contributions for Student Loan Repayments: Potential Future Standard...

Nonprofit Connection: November 2018

Read and sign up for the Nonprofit Connection Newsletter. Topics in this quarter's edition include: Board-Designated Net Assets Nonprofit Tax Tidbits: Form 990 Schedule E and F The Tax Cuts and Jobs...

Tax+Business Alert: November 2018

Headlines of the November 2018 Tax+Business Alert include the following: Taxable vs. Tax-Advantaged: Where to Hold Investments Podcast: Ways to Save for Retirement Education Opportunities Doing Due...

Tax+Business Alert: October 2018

View our October 2018 Tax+Business Alert. Headlines lines in this edition include: Are You a Member of the Sandwich Generation? Podcast: Independent Contractor vs. Employee Avoid Penalties by...

Tax+Business Alert: September 2018

The September 2018 Tax+Business Alert publication includes the following headlines. TCJA Draws a Silver Lining Around the Individual AMT Podcast: When to Take Social Security QuickBooks Connect...

Your Mequon Team

262.243.9610

1249 W. Liebau Road, Suite 200

Mequon, WI 53092

Dan Moriarty, CPA

Partner

Jeff Knorr, CPA

Partner

Steve Witkowski, Jr., CPA

Manager

Michael Benton, CPA

Manager

Lisa Casper

Administrative Assistant

Sarah Ellingboe

Associate

Nancy Glorioso

Administrative Assistant

Donna Klotz

Associate

Mary Krohn

Associate

Maribeth Miller

Receptionist

Steve Pabian, CPA

Manager

Holly Pett, CPA

Manager

Lucas Petzold, CPA

Manager

Julie Schowalter

Associate

Blake Markee, CPA

Senior Associate

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T: 800.658.9077
E: info@hawkinsashcpas.com

Locations