Sorge CPA & Business Advisors, S #business #financial #advisors

By | 30/09/2017


Sorge CPA brings a fresh and innovative approach to advisory services by utilizing some of the most current technology available.


Organizations must ensure they are staying ahead of pending changes in order to more easily ensure compliance. Sorge CPA s advisors provide our clients with a complete spectrum of audit, compliance and advisory services that give them the meaningful information they need to make better business decisions.


Tax laws are complex and continually changing. To guide clients on their personal journey toward financial freedom as tax laws change, Sorge CPA s advisors develop complete and flexible plans designed to meet our clients ongoing needs.


Sorge CPA’s payroll services can help you reduce the time spent on administration through developing and implementing a computerized accounting payroll system that will facilitate processing, timely payment and preparation of payroll tax forms.


Sorge CPA goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.


Big or small, a cornerstone of our firm is providing each and every client with responsive and highly personalized service delivered by our experienced partners and team of more than 60 specialists.


In addition to providing personalized service and a quality work product, you will also benefit from valuable insights and recommendations delivered by a team with years of experience and expertise helping clients increase efficiency and strengthen financial controls.


Our breadth of services is on par with the larger firms allowing us to provide organizations nationwide with the broad resources and expertise to help them stay at the forefront of their industry.


With offices in the Madison, Waukesha, Oshkosh, Delavan, Watertown Marion our specialists work hand-in-hand with businesses and individuals to help them stay ahead of financial developments and guide them through the complex field of accounting and reporting regulations.

One of our most important goals is to provide you with a process improvement system that will generate the most wealth for you while reducing the amount of time you need to spend running your business. This process centers on identifying key reports and tasks on which the business owner needs to focus in order to generate the best return on investment and have the most fun.

Sorge CPA is a different kind of accounting firm, made great by our exceptional talent. We are fueled by the entrepreneurial spirit and driven to serve our community, and our industry, with conviction and vision.

I’d just like to let you know that I’m delighted with the service I received from Sorge CPA this afternoon. I spoke with Amy Raven and found her to be incredibly competent, friendly and patient throughout our conversation. She was able to explain confusing tax concepts to me in a way that made perfect sense.

We have retained Sorge CPA for more than two decades and have never looked elsewhere for our accounting and auditing services. We feel that we have the best CPA firm working with us.

a. Great communication & transparency. We’ve used their tax services the past several years, even after we moved out of state and had multiple state returns & some complex situations. I love that they are on-the-ball with their communication (we prefer email), thorough with their questions, help us understand things, and my favorite- keep a (secure) online document vault and can access signature/form-signing from anywhere.

b. I’ve been working with Sorge CPA for quite a few years now. I’ve always been very pleased with their professionalism & knowledge. I feel like they always have my best interest at heart and are always available to answer any questions I have. I refer all my personal and business relationships to Sorge because I know they’ll be happy I did.

c. I’ve done my taxes with Sorge for the last 4 or so years now. I am always pleased with my return and the timeliness of when I submit my paperwork.

d. We have been having our taxes done here for several years. They are fair, quick and efficient. Quick to respond to emails and offers us a mid year look so we don’t have any unexpected surprises.

Leave a Reply

Your email address will not be published. Required fields are marked *