Klismith Accounting & Tax Group SC is one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
Klismith Accounting & Tax Group, SC has offered accounting, tax, planning, and financial advisory services to business and individual clients since 1988.
The specialized and knowledgeable staff will provide you with the expertise you expect and the service you deserve. Our goal is to build and maintain long-term relationships that help our clients grow their financial resources. As trusted advisors we understand how to find and implement effective solutions for your personal and business needs. By focusing on your concerns, we work with you to meet and exceed your financial goals.
Klismith Accounting & Tax Group, SC continues to expand and currently serves clients throughout the Central Wisconsin area. With offices in Plover and Amherst we are able to work closely with our clients in order to assure them the best possible service. Through our hard work and dedication we have earned a reputation for our thorough, precise, and exceptional service. We strive to go beyond the ordinary and live by our motto...
We're more than your accountant, we're your personal business advisor.
We invite everyone to stop in so we have the opportunity to introduce ourselves. We want to be an active part of the business community and get to know all of you.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Klismith Accounting & Tax Group SC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Klismith Accounting & Tax Group SC receive competent and timely advice.
Tom, native to the Stevens Point area, is a graduate of the University of Wisconsin - Stevens Point. In 1988 he founded Klismith Accounting & Tax Group SC with the goal of providing high quality tax and accounting services to the Central Wisconsin area. Our team of highly qualified professionals strives to live by the firm's brand, "We're More Than Your Accountant, We're Your Personal Business Advisor". Clients utilize and appreciate his varied background in the areas of tax preparation and planning, financial reporting, business budgeting and forecasts, financial, estate and retirement planning, and business consulting services. He is connected and passionate about the Stevens Point community and currently serves on the UWSP Foundation Board. Tom's off-the-job interests include spending time with his wife Deb, newest grandson Daxton, boating, golfing, travel, and watching sports events.
Brad is part owner of the firm and has been with Klismith Accounting and Tax Group SC since 2003 as a full service accountant. His experience is broad, with a mixture of public and private industry employment. This includes sixteen years in public accounting at Klismith Accounting & Tax Group and during that time working outside of the firm at the executive level for a transportation company for ten years. He is licensed as a CPA in the State of Wisconsin and his education includes a Bachelors Degree in Accounting and Specialized Business Administration with honors from Lakeland College. Emphasis with clients is to provide an advisory model that can fit their needs as well as answering questions along the way. Brad is a member of the Advisory Committee at Mid-State Technical College for the Accounting Program. Additionally, in his free time he enjoys spending time with his family and being active outdoors.
Randy is a graduate of the University of Wisconsin - Whitewater and has practiced in CPA firms for over 30 years. Randy's experience is broad based in clientele and services performed. Services include all areas of tax preparation, financial reporting, business valuation and business consulting. Emphasis is given to service the client in all areas of their business and individual needs.
Andrea became a licensed Certified Public Accountant in the State of Wisconsin after earning her Bachelor's Degree in Business Administration from the University of Wisconsin Oshkosh. She has over five years of public accounting experience and serves on the WICPA Young Professionals Committee. Andrea has an extensive background with QuickBooks, QuickBooks Online, and well-rounded experience in tax and compliance. Before returning to school, Andrea worked in several hospitality management positions and has developed that experience into expertise in the hospitality industry. She is looking forward to building strong client relationships that last for years to come while providing excellent service in many areas! In her time away from the office, Andrea enjoys traveling with her husband and step-children.
Sharon recently moved to Wisconsin from Idaho where she worked for a larger accounting firm that specialized in the Dairy industry. She has an Associates Degree in Computerized Bookkeeping. She is experienced in QuickBooks and other automated systems. Her experience also includes payroll, sales tax, financial statements, and tax return preparation.
Todd has been with KATG since 2015 after graduating with degrees in Accounting and Business Administration from the University of Wisconsin - Stevens Point. He has completed personal income tax returns the last two years as an intern and for a non profit organization. Going forward, he is looking forward to working with clients and providing them with excellent services.
Tina joined the team at Klismith Accounting & Tax Group in 2018. She is a native of Wisconsin and graduate of the University of Wisconsin-Platteville with a Bachelor's Degree in Civil Engineering. She worked in the engineering field for 10 years until her family moved to the Twin Cities at which time Tina exited the workforce to raise her family. It was during this time that her passion for tax preparation inspired her to pursue a career in Accounting. In 2012, Tina returned to the workforce after obtaining her Master's of Accounting and Financial Management and Master's of Business Administration both with honors from Devry University - Keller School of Management. She and her husband soon returned to Wisconsin and now reside in Marshfield with their two children. Tina has been in the accounting and tax preparation industry for 6 years. Her experience is broad, including tax preparation and planning, bookkeeping, payroll, sales tax, and financial statements. Now that her kids are older, Tina would like to obtain her CPA certification. Outside of work, she loves spending time with her family outdoors whether it be camping, hunting, fishing, boating, or kayaking.
Cheryl joined the team at Klismith Accounting & Tax Group in October of 2019 as a Staff Accountant. Cheryl has more than fifteen years of experience processing payroll and quarterly taxes, accounts payable and receivable, financial statements, and personal income tax returns. She has worked professionally in both the private and public sectors and is highly skilled in many areas. She is experienced and proficient with Quickbooks, assisting clients with software related questions.
In her time away from the office Cheryl enjoys a unique hobby of quilting, sewing elaborate costumes, and other arts and crafts. She also enjoys spending time with family and friends and especially enjoys her furry paw friends Millie and Bella. Cheryl fully believes that clients come first always and looks forward to working with clients of the firm to provide them with excellent customer service and accounting assistance.
Karli joined the team at Klismith Accounting & Tax Group in 2018 as their Office Administrator. Karli's experience stems from her professional background in the staffing industry and legal arenas. Originally from the Stevens Point area, she too graduated from the University of Wisconsin - Stevens Point with a Bachelor's degree studying Political Science and Sociology. She then continued her education completing her Master's Degree in Human Resources Management in 2017. Karli is passionate about many things - human resources, process improvement, but most of all helping people. Karli sees herself as a lifelong learner. She looks forward to helping serve clients to meet their individual and business needs.
Susan joined the organization in December of 2018. With a range of administrative, marketing, and customer service experience, she served for 10 years in financial services and 20 years in educational, healthcare and retail/customer service organizations. A resident of Stevens Point for the past 29 years, Susan graduated from the University of Wisconsin - Stevens Point with a Bachelor of Science degree in Communications and German. She earned a Master of Science degree from Medill School of Journalism at Northwestern University. As part-time staff, she enjoys helping clients and assisting staff with projects to meet individual and business needs.
Our Staff includes highly trained professionals, ready and willing to meet your professional needs. Please feel free to contact us for more information or questions regarding accounting services.