Payroll Companies & Payroll Services in New Berlin, WI

Overview

KMJ Tax & Accounting, Inc is a tax and accounting practice in New Berlin, Wisconsin, led by an Enrolled Agent. The firm handles payroll alongside bookkeeping, tax preparation and business advice. That suits small and mid-sized employers who want payroll, their books and their tax filings handled by one provider instead of several. The firm says it works with businesses of all sizes, from start-ups to established corporations. It also prepares returns for individual taxpayers.

Payroll and Related Services

For employers, the firm treats payroll as a compliance job, not just paperwork. Its site points out that getting payroll right takes a solid grasp of employment tax law and the deadlines for depositing withheld taxes, and that the stakes often only become clear after an error. KMJ runs payroll as part of its outsourced accounting work.

Because the firm is led by an Enrolled Agent, it can also help with payroll tax disputes, including representing a business in an IRS audit. Bookkeeper Tiffany Jacobs, who has been with the firm since 2014, also works as a payroll administrator.

• Payroll processing for small businesses
• Help resolving payroll tax problems
• Accounts payable and receivable
• General ledger work and bank reconciliations
• Preparing and analyzing financial statements
• Banking and check writing support
• QuickBooks setup and cleanup

How They Work With Clients

KMJ presents outsourced bookkeeping as a cheaper alternative to hiring accounting staff. Much of its work is done remotely. It offers virtual bookkeeping, virtual tax preparation and an online client portal for sharing documents. The team says it knows the major accounting software packages. The firm tries to learn each new client's goals and operations early, so it can spot ways to improve tax planning and tighten internal controls. Prospective clients can book a meeting through the website.

Start-Ups and Tax Work

The firm also helps new businesses get set up and choose a legal structure: sole proprietorship, partnership, corporation (including S corporation) or LLC. The aim is to keep the business compliant from its first day. On the tax side, the firm prepares individual, business, partnership, corporate, LLC, rental income, sales tax, fiduciary and estate, and expatriate returns. It also offers planning, such as tax-advantaged ways to save for children's education.

Team and Credentials

Owner Jennifer Dodge is an Enrolled Agent, a federal credential that lets her act for taxpayers in IRS matters. She spent more than 16 years managing veterinary clinics. She holds a bachelor's degree from Carroll University and a 2018 master's degree from Keller Graduate School of Management, with a focus on financial management and accounting.

She is also a CPA candidate and has extensive QuickBooks experience. The rest of the team includes an office manager, a customer service representative and several tax preparers. One of them, Kristina Heiden, has more than 12 years of tax experience with clients ranging from large corporations to individuals.

For employers comparing payroll providers, KMJ's main draw is a small local team that combines payroll with year-round bookkeeping and IRS representation.