Smiling man in a blue shirt and dark blazer stands before green foliage.

Peter Van Ermen

Principal

Phone: 414-271-1451

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