
Adam Guernsey, CPA
Supervisoraguernsey@ritzholman.com • 414-390-1187
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
- 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
“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