Peter Van Ermen
Principal
Biography
Peter Van Ermen, CPA, Principal, has over 35 years of experience with extensive knowledge in providing compilation, review, and tax services to closely-held businesses and individuals. Peter has experience working with clients in manufacturing, distribution, and law.
He is an experienced professional in:
⦁ Preparing and filing complex tax returns on behalf of clients
⦁ Compiling supporting financial statements and documents
⦁ Preparing tax provisions schedules, returns, payments, and reports
⦁ Finding tax solutions to complicated tax issues or errors from incorrect tax filings
⦁ Providing assistance with federal and state tax notices
⦁ Making sure that clients comply with federal, state and local tax regulations
⦁ Accurately prepare quarterly and annual tax reports
⦁ Review returns prepared by interns and staff accountants
⦁ Perform tax research, staying up to date on changes
⦁ Establish relationships and building trust with clients
⦁ Serving as trustee as requested by clients; investments included real estate and marketable securities
⦁ Serving as a coach in the RitzHolman Coaching Program
⦁ Training tax team members on firm and industry tax standards
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Corporate Casual
- Midwest Cyber Security Alliance (Treasurer)
- Bobbie Nick Voss Charitable Funds (Treasurer)
Education
- Bachelor Degree in Accounting, University of St. Thomas
- Masters Degree in Accounting, Marquette University
Certifications
- Certified Public Accountant, CPA