Aligned CPA & Associates

Madison CPA firm with 18+ years experience providing proactive accounting and tax services

Joe Zimdars · EA, Partner · Madison, Wisconsin, United States

EAFree consultation

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Services

Madison, Wisconsin; nationwide remote service

Service area

About Aligned CPA & Associates

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.

Services

Industries Served

Pricing

$150/month

Team & Leadership

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Joe Zimdars

EA, Partner · Enrolled Agent, federally licensed tax practitioner with 18+ years experience

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Dr. Emmanuel (Manzy) Mwaungulu

CPA, Partner · Certified Public Accountant with expertise in financial reporting, auditing, and advisory

Get in Touch

Visit Website+1 608-712-5679EmailLinkedIn Profile

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At a Glance

Credentials: EA

Languages: English

Serves: Madison, Wisconsin; nationwide remote service

Location

Madison, Wisconsin

United States

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