Madison CPA firm with 18+ years experience providing proactive accounting and tax services
Joe Zimdars · EA, Partner · Madison, Wisconsin, United States
4
Services
Madison, Wisconsin; nationwide remote service
Service area
Aligned CPA & Associates is a Madison, Wisconsin-based CPA firm with 18+ years of expertise serving business owners, self-employed individuals, and investors who prioritize proactive financial support over reactive tax-season-only service. The firm is founded by Joe Zimdars, an Enrolled Agent federally licensed by the U.S. Treasury to represent taxpayers before the IRS, and Dr. Emmanuel (Manzy) Mwaungulu, CPA, specializing in financial reporting and auditing. The firm maintains a 24-hour response guarantee and proactive tax planning throughout the year to reduce surprises and optimize tax outcomes. Core services include bookkeeping and reconciliations keeping books audit-ready each month, accounting and financial reporting with real-time dashboard access, tax preparation and planning with ongoing strategy, payroll support through Gusto integration, and CFO and advisory services for growing businesses. The firm serves clients locally and nationwide through secure cloud-based technology including QuickBooks Online, Gusto, and Truss document portal. Transparent pricing includes monthly packages starting at $150 (Essentials), $350 (Growth), $500 (Professional), and CFO Advisory from $1,000 monthly, plus individual tax returns and specialized nonprofit setup services. The firm specializes in serving technology, wellness, agriculture, nonprofits, professional services, healthcare, construction, real estate, hospitality, retail, and automotive industries. Philosophy centers on providing clear, reliable financials, eliminating guesswork, and supporting informed decision-making. The firm eliminates concerns about falling behind, unclear reports, and tax-season scrambling, positioning itself as partner for long-term business growth.
$150/month
Joe Zimdars
EA, Partner · Enrolled Agent, federally licensed tax practitioner with 18+ years experience
Dr. Emmanuel (Manzy) Mwaungulu
CPA, Partner · Certified Public Accountant with expertise in financial reporting, auditing, and advisory
Credentials: EA
Languages: English
Serves: Madison, Wisconsin; nationwide remote service
Alliere CPA
Experienced Professionals, Personalized Service
Madison, Wisconsin
Berndt CPA
Accounting and financial advisory services for entrepreneurs and small business owners
Madison, Wisconsin
Madison Tax Group
Premier full-service accounting firm in NYC
Madison, Wisconsin
Novii CPA
Modern financial firm with outsourced accounting and fractional CFO for Madison entrepreneurs
Madison, Wisconsin
Yahara CPAs
Certified public accountants serving the Madison area
Madison, Wisconsin