Services

Our services focus on improving the key components of every successful organization.

You can rely on a consistent, cohesive, and dedicated team of service professionals and industry-specific experts who draw on a wide range of collective knowledge and experience.

The members of your Wipfli team understand that your overall financial health is measured by more than the bottom line. Because they represent a broad range of business disciplines, they can address your critical business issues with a depth of experience that generates the powerful, sustainable solutions you need to be competitive. And they have a commitment to helping you get closer to customers, leverage technology, effectively manage operations, strengthen your position in the marketplace, and achieve results.


Audit and Accounting Services Firm
Audit and Accounting Services

Wipfli’s audit and accounting experts assist clients with financial reporting and cost-accounting systems, financial statements, internal audits, assurance services, and temporary personnel.

Personal Tax Services Firm
Individual Services

Wipfli provides personal and private wealth management and financial solutions for individuals. Contact us today for assistance with personal taxes, investments, and financial planning.

Tax Services and Solutions Firm
Tax Services

Wipfli's Tax associates provide tax planning, compliance, and audit assistance to diverse entities and individuals across the entire range of Wipfli's client base.

Merger, Acquisition & Business Sale Solutions Firm
Merger and Acquisition

Wipfli’s merger and acquisition specialists assist clients in positioning themselves as credible buyers, recommend avenues of diversification, and locate attractive businesses that complement their existing holdings or prior background. We have helped numerous public and privately held companies and individual buyers navigate their way through mergers and acquisitions.

Business Valuation Services
Valuation Forensic and Litigation Support

Wipfli also offers professional business valuation services performed by accredited appraisers who are members of the American Society of Appraisers (ASA) and the Institute of Business Appraisers (IBA) in addition to being accredited in business valuation (ABV) and certified public accountants (CPAs).

Troubled Economy - Surviving and Thriving TEST Task Force
Troubled Economy – Surviving and Thriving (TEST) Task Force

To help companies navigate the economic crisis, Wipfli launches task force: Troubled Economy – Surviving and Thriving.

Retirement Plan Design, Compliance and Record Keeping Services
Retirement Plan Solutions
Wipfli’s retirement plan experts provide a broad range of benefit plan services:
  • Plan design, recordkeeping, and compliance
  • Investment and fiduciary services
  • Plan audit
Audits and Assessments for Risk Management Services Firm
Risk Management

Wipfli’s Risk Management Services assist clients in strategically managing enterprise risk and enhancing their risk-management capabilities through specialized tools and proven best practices.


Products

Wipfli offers a wide array of products tailored to meet the unique needs of our clients.



Broadway Automotive, Inc.

David Cuene, President

"I consider the team at Wipfli to be true professionals.  Each of them is an integral part in facilitating the growth of our company."

Featured Success Story


MSI General
MSI General needed not just an accountant but a business partner who could think strategically about their business, address their needs, and identify opportunities. 


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