Business and Individual Consulting Services:
Johnson Block & Company offers a wide selection of consulting services to businesses and individuals. Our professionals have many years of experience in developing effective solutions for you.

First-Class Solutions We provide individualized consulting services designed to fit your specific needs. Our firm is large enough to offer these specialized services, and small enough to personalize them. We strive first to understand your goals and then to develop effective solutions to meet them.

Personalized Attention You will have the personal attention of a seasoned consultant with work experience in the areas required to meet your needs. In addition, a firm shareholder will provide advice in order to deliver the highest degree of quality and value possible.

Business and Individual Consulting Services
• Provide support and recommendations for mergers, acquisitions and sales
• Assist business owners in negotiations
• Value businesses
• Negotiate with third parties such as buyers, sellers or creditors
• Recommend financing alternatives
• Analyze and develop structures for entity type decisions
• Budget for cash flow
• Analyze business operations and design work flow processes
• Perform internal control analysis and develop effective solutions
• Prepare tax returns and develop plans for tax reduction
• Select accounting software, implement selection, and support software
• Analyze your business niche and competitive situation
• Provide assistance in inventory control strategies
• Develop wealth protection strategies
• Plan for family business succession
• Develop retirement plans and minimize estate taxes
• Assess various tax-advantaged gifting strategies and provide recommendations
• Develop financial strategies to assist children with college and other needs

 

Accounting and Auditing Services:
Johnson Block & Company provides a wide range of financial reporting and assurance services. These include audited, reviewed and compiled financial statements, bookkeeping services, and agreed-upon procedures related to specific components of a financial statement. The level of service you need will depend on your organization's goals or the needs of outside parties such as financial institutions, suppliers, or government agencies.

Compilation and Bookkeeping Services
We offer a variety of services including the following:
• Develop a chart of accounts and format reports to prepare financial statements
• Perform financial statement variance analysis and provide recommendations
• Analyze ratios and trends
• Maintain computerized fixed asset and depreciation schedules
• Process accounts payable
• Process payroll
• Prepare monthly, quarterly and annual payroll tax reports

Audit and Review Services
An audit provides the highest level of assurance on the accuracy of the financial statements while a review provides a lower level of assurance than an audit, but is generally less costly. Audits and reviews have the following characteristics and procedures:
• Prepared in accordance with generally accepted accounting principles
• Includes a management letter that provides suggestions to improve the flow of financial information and recommendations to help you achieve organizational goals and improve profitability
• Conduct analytical review procedures and management inquiries

 

Tax Services:
Johnson Block & Company offers a comprehensive range of tax services aimed at minimizing your current taxes and developing strategies to preserve your future wealth.

Lost in a Maze? We'll Help
No matter what type of entity you have, our team of experienced professionals will guide you through the complex maze of tax law and ensure that your tax return is complete and accurate. Our goal is to save you as much money as possible by minimizing your tax obligation. We also formulate strategies to reduce your future taxes as you strive to meet your business and personal financial goals.

Knowledgeable and Trustworthy
Johnson Block & Company maintains the highest degree of integrity in preparing your tax return and developing tax saving strategies for you. We utilize our extensive knowledge of the tax laws to develop aggressive, yet defendable positions. We'll help you minimize taxes, while also building a sense of trust.

Comprehensive Tax Services
We provide the following tax services for individuals and businesses:
• Prepare income tax returns: individual, corporation, partnership, LLC, estate, trust, non profit
• Perform estate and gift tax planning
• Utilize the latest computer technologies for research and tax preparation
• Provide support and/or representation for tax audit
• Evaluate IRA options
• Prepare payroll reports
• Prepare sales and use tax returns
• Prepare personal property tax returns
• Analyze business acquisitions
• Assess entity types and propose appropriate choice

 

Non Profit and Governmental Services:
At Johnson Block & Company, we devote a substantial portion of our practice to providing audit and consulting services to nonprofit and governmental agencies in Wisconsin. This reflects our commitment to providing effective yet affordable services to area communities and the organizations that serve them.

Our clients include schools, counties, cities, villages, human service agencies, hospitals, nursing homes, home nursing services, group homes, trade associations, libraries, multi-county commissions and other nonprofit entities. Our clients range in size from start-up organizations with no staff to organizations with hundreds of employees.

Nearly all of our clients receive some type of governmental assistance. We work with numerous funding agencies to ensure that our audits meet the needs of both our clients and their funding agencies. We consult with agencies regarding federal and state programs such as Medicare, Medicaid and the Wisconsin Community Options Program.

Our governmental audit staff is required to complete 120 hours of continuing education every three years, with 24 of these hours relating to governmental accounting.

Non Profit and Governmental Services
• Financial audits
• Compliance audits of state and federal grant programs (including Single Audits)
• PSC rate applications
• Internal control and organization studies
• Cost studies (including case management and home care)
• Computer feasibility studies and computer system design
• Preparation of federal and state forms including:
- Federal Income Tax returns
- Wisconsin Department of Regulation and Licensing forms
- Wisconsin Department of Revenue financial report forms
- PSC reports