Your trusted CPA and financial advisor.
David Donze · Principal · Appleton, Wisconsin, United States
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Services
Appleton, Wisconsin and surrounding areas
Service area
Donze CPA LLC takes a unique one-stop-shop approach to comprehensive financial planning and tax preparation services. The firm believes that integrating financial planning with tax services is essential for effective wealth building and tax minimization strategies. Services include tax preparation for individuals and businesses, tax planning with strategic wealth-building guidance, small business accounting, payroll services, cash flow management, succession planning, and financial projections. The firm is certified as both a QuickBooks and Xero professional advisor, offering comprehensive bookkeeping support and accounting systems setup. Located in Appleton, Wisconsin, the firm emphasizes personalized service with client-focused processes and secure client portal access for document management. David Donze leads the firm with a commitment to listening to client goals and implementing customized solutions aligned with each client's financial roadmap. The firm offers free initial consultations and emphasizes their expertise in strategic wealth building and tax savings strategies.
David Donze
Principal · CPA
Credentials: CPA
Languages: English
Serves: Appleton, Wisconsin and surrounding areas