For individuals and families

Expertise. Peace of mind.

We offer thoughtful topnotch accounting services for families and individuals through every stage of life, from short-term tax preparation to ongoing financial advice. And we mean every stage of life — because almost every financial change has an impact on savings, investments, and taxes.

We work with: couples considering combining their incomes; families thinking about college funding, investment strategies, and estate planning; individuals changing jobs, negotiating divorce settlements, approaching retirement; and more.

Tax preparation

Every financial change in a person’s life has an impact on taxes. But it also has an impact on the decisions that need to be made about savings, investments, insurance, retirement, estate planning, and more.

So, yes, we at Michael K. McGee, S.C., help our non-business clients — the individuals, couples, and families - with tax preparation.  We work to help our clients keep more money in their pockets.

Beyond tax preparation

Our services go beyond crunching numbers.  We answer questions, including questions that our clients might not have thought to ask.  We provide informed, caring, impartial advice that can help you with the decisions essential to your financial health, always holding ourselves to the highest standards of quality, service, and ethics.  We help solve problems.

We talk with you, not at you or down to you. We call you back. We are committed to listening carefully to your questions and understanding your concerns.

What is the financial situation that has you scratching your head or worried?

Contact us if you have ...

  • Left your job or retired
  • Had a change in income
  • Begun a new job
  • Added children to your household
  • Closed your business
  • Bought or sold a house or condo
  • Married or joined a partner in a civil union
  • Bought or sold investment property
  • Received inheritance
  • Decided to open a business
  • Added household members
  • Taken on new debt
  • Divorced or begun divorce negotiations
  • Received a letter from the IRS
  • Made a big purchase
  • Decided to retire to another state or country
  • Encountered a complex or difficult financial problem
  • Begun estate planning
  • Decided to put together a savings plan

We can help you make good decisions about ...

  • Income tax reporting
  • Estate, trust, and gift planning
  • Property taxes
  • Personal and family financial planning
  • Wealth creation, management, and preservation
  • Retirement planning
  • Insurance needs
  • Divorce settlements
  • Savings and investment strategies
  • Building college funds

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How to choose an accountant
Our philosophy 

Accountant versus CPA

About accountants

Anyone can call him/herself an "accountant." An "accountant" with no college degree and no CPA license is permitted by law only to do the same work that a bookkeeper does. Accountants who pass the IRS's tax preparation exam can call themselves "tax advisers" and may prepare tax returns and represent clients before the IRS and other taxing authorities, but they cannot give their clients advice about tax strategies.

About CPAs

A Certified Public Accountant (CPA) is an accountant who has made a serious commitment to his/her education. The credentials earned by a CPA authorize authorize him/her to provide high-level auditing, tax, and financial services for their clients, from analyzing financial records to recommending tax strategies to guiding a company's financial decisions.  

To become a licensed CPA in Wisconsin, an individual must:

  • Earn a college degree in accounting
  • Work at least one year under the supervision of a licensed CPA
  • Pass all four parts of the Uniform CPA Examination
  • Complete the Ethics Examination of the American Institute of Certified Public Accountants
  • Commit him/herself to 90 hours of continuing education every three years

About the CPA exam

In order to earn a CPA license, an accountant must pass all four parts of the Uniform CPA Examination administered by the American Institute of Certified Public Accountants. The exam covers:

  • Auditing and attestation
  • Financial accounting and reporting
  • Regulation
  • Business environment and concepts

Read about the difference between accountants and bookkeepers.