Tax Management & Financial Horizons was founded on the principal of provided provide quality work at affordable rates. Our staff includes a Certified Public Accountant (CPA), Enrolled Agent (EA) and experienced tax preparers with over 100 years of combined business experience.
Every member of our team has consulting experience with tax and accounting firms. They joined the Tax Management and Financial Horizons team because they’re passionate about helping clients succeed. They grew tired of other firms where they were pushed to spend less time with clients while squeezing them for more revenue. You will not be sold services you don’t need from our team like arranging loans, selling banking products or other add-on fee services such as audit representation. Our focus is on your personal tax situation and, if you have a business, your business taxes and accounting.
Michael M. Sargent is a Public Accountant; Certified Internal Auditor and a former Chief Financial Officer for a defense contractor, a hospital and an institution of higher education. Having always been involved in business system optimization; after retirement, he joined the Senior Corp of Retired Executive (SCORE) to assist entrepreneurs identify, install and utilize business systems necessary to effectively manage their businesses. After determining that there was a void in the market of businesses willing to become involved in assisting entrepreneurs navigate the complexities of selecting, installing and operating business systems he decided to open Tax Management & Financial Horizons by combining his existing business Financial Horizons with a reestablished Tax Management to create in Menomonee Falls WI. Committed to maintaining affordable and effective business services and focusing on the clients and the clients’ needs; he is combining over fifty years of a successful business career, experience as a University lecturer and detailed knowledge of the tax regulations to help teach and assist small business people achieve their business goals. To learn how he can aid your business, you can call him at 262 923-8100 Ext 1 or send him an e-mail at [email protected]
Stephen Schmit has been preparing tax returns since 2008 and has met the IRS educational requirements for the 2017 AFSP – Annual Filing Season Program. Stephen has a BBA-Accounting from UW- Whitewater and has worked in a variety of accounting related fields for retail and non-profit organizations. As an involved resident of Menomonee Falls for over 25 year you may have seen him working at the Menomonee Falls Food Pantry, Falls Fest or the Menomonee Falls Scholarship and Educational Foundation. His is committed to providing accurate tax returns for a fair price which includes providing a through explanation of how and why he recommended the methods used to prepare the return. He feels it is important that all your questions are answered before the return is submitted and he is available to assist you with any follow up questions and planning for future tax returns after the return is signed and submitted.. You can call him at 262-923-8100 Ext 2 or send him an e-mail at [email protected] and he will contact you.
Presenting Kimberly, Kim, Wenzel who has passed extensive tests in 2013 regarding the U.S. tax code and has earned certification as an Enrolled Agent (EA) from the Internal Revenue Service. This certification combined with experiences preparing tax returns since 2008 and comprehensive continuing education has prepared Kim to complete all types of tax returns ranging from Form 1040-EZ to the very complex business and estate tax returns. In addition to completing over 450 returns during 2016, Kim has completed training on Quick Books small business software and is a Quick Books Certified Pro for Quick Books On-line. She currently assists several small businesses in Menomonee Falls with day to day accounting and compliance (sales tax and payroll tax) accounting. Kim is also an active member of the Menomonee Falls Chapter of the Optimist Club and enjoys getting to know her clients to be able to provide accurate and complete tax and accounting guidance. To speak with Kim you can call her at 262 923-8100 Ext 3 or send her an mail at [email protected] and she will contact you.