Our firm offers a wide range of services to our individual and business clients. As a small firm, our clients benefit from quality, personalized service that is second to none. Financial success does not happen overnight, but through careful planning. Working closely with you and understanding your needs will help us map a strategy to plan for that success. We will assist you with all of your accounting activities and financial planning while offering you high quality professional services at affordable prices. Leben CPA provides a wide range of services to individuals and businesses in a variety of industries. Our goal is to help clients maintain financial viability in the near term while taking a proactive approach to accomplish future objectives. Leben CPA is dedicated to meeting those goals with high standards of excellence and professionalism.
A full range of tax preparation and planning decisions with strategies that maximize cash flow by minimizing your tax liabilities. Our expertise, analysis and thorough research skills allow us to optimize financial opportunities to be found in recently altered and existing tax laws.
From established enterprises to start-ups, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Leben CPA’s accounting services steer you closer to these goals with accurate reporting and record-keeping, as well as, support on financial issues such as cost-containment, initial accounting system setup, tax planning, investments, and employee benefit and profit-sharing plans.
We can help with the day-to-day tasks of bookkeeping/write-up and also provide valuable financial reports so you are able to streamline your business functionality.
Professional representation can be invaluable during an audit, and our experience with the tax law and tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been unlucky enough to be chosen for an audit, the professional representation you can find with our firm can assist to minimize many of your concerns. We are here to answer any and all questions the IRS may be asking of you.
We strive to build close client relationships that add long-term value. This includes assuring the accuracy of financial records, evaluating financial procedures and working to produce strategies that help our clients face the numerous challenges of business planning and implementation. Our assurance services will improve information quality or its context, meaning more success for your business.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, a solid tax outlook will help maintain a smooth succession of ownership. Leben CPA will help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate carefully and thoroughly planned will help ensure your loved ones do not have any complications to address during a time of loss.
Your business entity selection has a tremendous impact on your taxes and other liabilities. From inception through its development and growth we can advise your company on choosing an entity type and later restructuring if it is advantageous. With our expertise and knowledge, you will benefit from owning the right fit for the right business endeavor.
We are able to utilize our extensive management training and draw on our vast consulting experience to develop a plan to maximize your company’s growth and profitability. This is done through a process of identifying inefficiencies and developing practical solutions.
Leben CPA stays up-to-date on payroll laws and regulations. We can assist you preparing all necessary payroll tax returns and help you cultivate a payroll system.
Properly planning for life’s goals and challenges does not happen overnight. A comprehensive financial plan puts an individual or business in position to strengthen their financial security. Lofty goals and objectives can be achieved with sound planning and discipline.
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams.
Brian is a Certified Public Accountant, Certified Financial Planner, Personal Financial Specialist, and a Certified Project Management Professional. In addition Brian is also a Certified Global Management Accountant. He started his career working in Public Accounting for a regional CPA firm for a number of years. Since then Brian worked for a large Fortune 30 company, holding numerous positions in Corporate Finance, Internal Audit, and Strategic Management. He is also an adjunct accounting and financial planning professor for a regional university.
Brian is an active member of both the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA), as well as, a member of the American Management Association (AMA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
© 2012 LebenCPA. All Right Reserved. Designed by Gina Johnson.