Tax

We offer the following Tax services:

  • Non Profit Tax Services (IRS Form 990) and Education
  • Federal,  State and Local Tax Return Preparation
  • Tax Planning and Compliance

Featured Expertise
 

Jef Munger, CPA

Jef Munger is a partner in Wipfli’s health care practice with more than 25 years of valuable accounting, tax, and consulting services experience assisting medical practice clinics, health care institutions, dentists, and individuals. Licensed in both Wisconsin and Minnesota, he works with businesses of all sizes in both states. Jef provides sound advice, coupled with success-oriented decision making, to his extensive health care clientele.

 

Terri L. Rexrode, CPA

Terri Rexrode has more than 16 years of expertise in tax accounting for both non-profit and for-profit health care entities. By exclusively focusing her practice on health care tax issues, Terri is centered on maintaining up-to-the-minute knowledge to assist clients in making essential business decisions with long-standing tax implications.

 

Michael Smith, CPA

Michael Smith has more than 20 years of experience consulting with closely held health care organizations on tax matters. He has also been involved in the acquisition, sale, and merger of numerous health care and service businesses and the related negotiations. Michael’s clients place a great deal of confidence in his decision-making ability for the long-term benefit of their businesses.
 
 
InsightsEventsNews

Wipfli announces partnership with Vertex SMB
General Business - 08/27/14

Wipfli LLP admits nine associates to the partnership
General Business - 07/24/14

Wipfli Alerts & Updates: 2014 Minnesota Tax Bill
General Business - 03/24/14

Boyer & Associates, LLC joins Wipfli LLP
General Business - 02/17/14

2014 Disclosure Requirements for Charitable Contributions
General Business - 01/28/14

Wipfli Alerts & Updates: Year-End Compensation Accruals
General Business - 12/11/13

Wipfli Alerts & Updates: IRS Releases Taxpayer-Friendly Regulations Affecting the New 3.8% Tax in Time for the Holidays!
General Business - 11/27/13

Wipfli LLP provides sales and use tax webinar for Minnesota companies
General Business - 10/15/13

Wipfli Alerts & Updates: More Wisconsin Businesses to Qualify for Tax Savings Through Research Credit
General Business - 09/20/13

Wipfli Managing Partner Rick Dreher named one of Inside Public Accounting’s Most Admired Peers
General Business - 09/18/13

Wipfli LLP ranks among top 23 on Inside Public Accounting’s 100 Largest Accounting Firms list
General Business - 08/28/13

Wipfli LLP named a Best Place to Work for third time by the Minneapolis/St. Paul Business Journal
General Business - 08/15/13

Wipfli Alerts & Updates: Wisconsin Budget Bill
General Business - 07/16/13

Wipfli Alerts & Updates: Health Reimbursement Arrangements and the Prohibition on Annual Limits
General Business - 06/25/13

Wipfli Alerts & Updates: Minnesota Tax Omnibus Bill
General Business - 06/11/13

Daryl Duenkel of Wipfli LLP appointed president elect of Health Information Management Systems Society’s Wisconsin Chapter
General Business - 05/29/13

Wipfli LLP names Steve Thompson partner in charge of national health care practice
General Business - 04/25/13

Wipfli LLP announces 2013 Wipfli-RWHC Cost Champion Award winner
General Business - 04/08/13

Wipfli Alerts & Updates: Urgent - Limited Planning Window For Clients Age 70 ½ Or Older—IRA Distributions To Charity
General Business - 01/10/13

2012 Information Reporting Guide for Tax-Exempt Organizations
General Business - 01/03/13

Wipfli Alerts & Updates: Congress Reaches “Fiscal Cliff” Deal! Yet Most Taxpayers Will Still Likely Pay Higher Taxes.
General Business - 01/02/13

Minnesota-based Eikill & Schilling joins Wipfli LLP
General Business - 12/01/12

Rick Taylor is published in the Wisconsin CPA magazine - The Bottom Line
General Business - 10/04/12

Health care industry expert with Wipfli LLP transfers to the firm’s Chicago market
General Business - 10/03/12

John Bartell joins Wipfli as partner and co-leader of revenue cycle consulting practice
General Business - 09/12/12

Wipfli appoints Jeff Johnson as managing partner of its Spokane office
General Business - 09/09/12

Wipfli LLP admits six associates to the partnership
General Business - 08/01/12

Kelly Arduino appointed co-chair of National Rural Health Association committee
General Business - 03/06/12

Health Care Provisions in the Extension of Payroll Tax Legislation
General Business - 02/22/12

IRS New "Exempt Organizations Select Check"
General Business - 01/27/12

Wipfli and Eide Bailly announce plans to merge
General Business - 01/06/12

Two-Month Suspension of IRS e-File Operations for All 990 Filers; Hospitals Advised About 2011 Schedule H Requirements
General Business - 12/22/11

Wipfli Alerts & Updates: Last Minute Strategies to Reduce, Delay, or Eliminate Taxes
General Business - 12/07/11

Wipfli Alerts & Updates: Wisconsin changes adult child health care insurance benefit
General Business - 11/10/11

Wipfli named one of the Top Five Fastest-Growing Firms in the nation
General Business - 10/07/11

Wipfli Alerts & Updates: Wealth Transfer Opportunities May End Soon
General Business - 09/07/11

Alert: No Automatic Filing Extension
General Business - 07/26/11

There are currently no events listed.