Hammernik & Associates

Hammernik & Associates, located in Greenfield, Wisconsin, has been serving Milwaukee and Waukesha County for over 20 years with a proactive, holistic approach to tax planning and financial advisory. Founded by Dale Hammernik, EA, the firm specializes in helping small business owners, real estate investors, and high-net-worth individuals maximize their potential, grow their businesses, and minimize tax liability through strategic planning. The team operates a 21st-century business model featuring a Virtual Family Office of experts supporting proactive tax reduction strategies, asset protection, succession planning, and comprehensive financial planning including investments, retirement, college expenses, and insurance management. Hammernik & Associates emphasizes a team-based culture where clients are treated like family. The firm combines business strategy guidance, financial management expertise, compliance services, and advanced tax planning. With 114 Google reviews at 5.0 stars, the firm is recognized as one of the highest-rated tax consulting firms in the Metro Milwaukee area. Services include bookkeeping, accurate tax preparation, financial statements, payroll processing, and guidance on tax strategies tailored to reduce surprises and build true wealth for future generations.