What you do makes a difference, and you have to decide what kind of difference you want to make. ~ Jane Goodall
About Us
Our Team
Angela has had an extensive career spanning close to 25 years in Corporate and Personal Tax, Corporate Accounting, Basic Accounting, Sales Tax, Bookkeeping, Payroll and Financial Planning. Angela is married with 2 wonderful kids and has been serving Southeast Wisconsin and Northern Illinois for 20 years.
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Angela is an arduous supporter of women owned business, as she runs one herself, and loves to help new businesses make the right decision from conception and throughout the maturity of business.
Why By the Book
At By the Book we strive to be a trusted partner who efficiently gives the best holistic advice for your personal and business goals. We want to help you and your business achieve in ways you did not think possible, while stripping out all the complexity of Tax Codes and Accounting Regulations. Leave the hard work to us and save your focus for your business and family.
Approach & Philosophy
Angela's childhood was spent working in the ice cream business in Manitowoc, WI. where customer service is the critical to keeping customers coming back. By today's standards, By the Book's approach is unconventional. We believe in personal touch planning every quarter, not just during tax season. The extra mile is how we delight our clients and sert our services apart from the competition. The philosophy is to only pay taxes on what you absolutely have to, identify opportunities to grow your business and meet your financial objectives so you can spend your time where it really matters.
The Process
Our process starts with a planning meeting that gives us the opportunity to learn more about the goals for you and your business. The next step is an in depth analysis of your tax strategy to identify any tax advantages you have missed. This is where we will create a customized game plan for each client. In short, our goal is to help you pay the lowest legal taxes while maintaining the maximum cash flow. Our in depth analysis does not just include the current tax year. We typically reevaluate your tax filings from previous years to ensure you have not overpaid or missed any tax deductions. We will create a projection of your future year taxes and schedule regular tax planning meetings with you. This allows for ample time to apply the expert advice By the Book provides to your business.
