Hagen CPA, LLC

Janesville and Evansville, Wisconsin, are home to Hagen CPA, LLC, a certified public accounting firm. It works with small businesses and individuals on bookkeeping, financial statements, tax work and business planning, and says it has built its tax preparation on a history of roughly forty years. The firm presents itself as a one-stop shop for small business finance and tax resources, with client portals for documents and payroll.

Financial statements and record keeping

The firm says good record keeping matters for a business of any size. Accurate statements help owners control costs, manage stock, decide when to buy equipment and plan for the future. Hagen CPA prepares financial statements, compilations, reviews and other bookkeeping services that aim to improve the quality of a client's financial reporting.

Tax planning as well as tax returns

Tax planning is presented as one of the firm's central services. The company argues that planning is often overlooked by tax preparation offices and CPA firms, and it aims to take a big-picture view of each client's business and personal tax needs rather than only completing the return. Tax preparation remains a large part of the work, and the firm says that many customers each year rely on its expertise to prepare and file their returns.

QuickBooks, payroll and business planning

As an Intuit ProAdvisor firm, Hagen CPA sets up and supports QuickBooks for clients and can use the software's data when preparing financial statements and tax returns. Payroll systems are set up around each business, and the firm says it prepares all the necessary payroll tax returns on time, whether a client has one employee or fifty. Business planning covers goals and objectives, with help developing a plan and monitoring it so that it stays on target.

Client portals for tax, statements and payroll

Clients use online portals for their tax and accounting documents, for statements and invoices, and for payroll. Payroll has separate logins for employers and for employees. The firm also has notaries on its staff, and clients are asked to call to schedule an appointment. Its financial advice extends beyond statements and returns to a review of each client's objectives and a plan to achieve them, with answers to specific questions as they arise.

Seasonal deadlines and client updates

The firm publishes articles and updates for clients, including reminders of the main filing dates for businesses and partnerships. Its site presents year-round tax planning as a way to avoid a reactive approach to tax, and it offers guidance on organizing tax records so that paperwork is ready before the season begins.