Adam Guernsey, CPA

Supervisor

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
Reviewing returns prepared by interns and staff accountants
Performing 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