Our Mission:

To provide efficient, expert tax and accounting solutions to businesses and individuals.

Alliance Tax & Accounting Service was founded in 2009.

We offer three very different, yet very important services.

Business Accounting

We offer accurate, efficient accounting and reporting, allowing our clients to make smart, informed decisions for their businesses.

Tax Resolution

We help to find permanent solutions for your tax problems, no matter how much you owe to the state or IRS.

Tax Preparation

We strive to find every possible way to save you money, pay the smallest amount, and get the most in your refund.

Our team is experienced, patient, and caring.

We can’t wait to serve you.

Arthur Lee, CPA

Arthur Lee, CPA

Founding Partner

Arthur is a Certified Public Accountant with over 20 years of experience. He specializes in personal, corporate and partnership taxes, accounting, financial planning, and tax resolution for individuals and businesses. Arthur maintains membership in the American Institute of Certified Public Accountants, Wisconsin Association of Accountants and the American Society of Tax Problem Solvers. Arthur’s approachable demeanor invites clients to feel comfortable while getting the expert consultation they need.

Karen Lee

Karen Lee

Director of Strategic Alliances

Karen is a graduate of the School of Business at Drake University with twenty years of experience in the banking industry before co-founding Alliance Tax & Accounting Service. Karen’s role matches her passion: customer service that exceeds expectations and delights her clients. Karen is a master at networking and advocating for small businesses in her community.

James Nicholson

James Nicholson

Senior Accountant

James graduated with honors from UW Milwaukee with an undergrad in Accounting, and is currently pursuing his CPA certification. James joined the Alliance Tax Team in 2016, bringing relevant experience from his time spent working as a revenue agent for the IRS where he performed audits, collaborated with Chief Council, and received extensive training in income tax law.

The Alliance Tax & Accounting

The Alliance Tax & Accounting

Support Team

Tammy Baldwin, Tax Resolution Case Manager

Windy Cross, Tax Resolution Case Manager

Diana Erkander, Administrative Assistant

Linda Keller, Business Bookkeeper

We are proud to be an independently owned business, connecting with our community through memberships.

Request a Consultation

Click below to set up a free consultation to find out how we can help you with your tax and accounting needs.

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