Adam Guernsey, CPA

Supervisor

aguernsey@ritzholman.com414-390-1187

Adam Guernsey’s Area of Expertise

Tax Services

Biography

Adam Guernsey, CPA, Supervisor, is a member of the firm’s tax team and concentrates his practice on accounting and tax services to individuals, trusts, partnerships and business clients. He works closely on:

  • 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
  • Serving as a coach in the RitzHolman Coaching Program

Affiliations

Wisconsin Institute of Certified Public Accountants (WICPA)

Education

Bachelor Degree in Accounting, University of Wisconsin-La Crosse

Awards

Honors from the University of Wisconsin-La Crosse

Certifications

  • Certified Public Accountant

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“I enjoy helping clients receive the most up-to-date and highest level of quality service to help their businesses prosper.”

Adam Guernsey, CPA • Supervisor