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In Madison PHONE: 608-824-3002 In Sauk City PHONE: 608-644-0206
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About Us
Kollath & Associates, CPA LLC
Kollath & Associates, CPA LLC is owned and operated by Mike Kollath, CPA and Julie Miller, CPA. We are a full service CPA firm providing a full range of accounting and tax services to our clients. These services include tax planning and preparation, bookkeeping, payroll, assurance (audit, review, compilation and agreed-upon procedures) and rent-a-CFO services. Information regarding Julie’s and Mike’s background follows:
Mike Kollath, CPA
Mike Kollath, CPA, Partner has extensive experience in both public and private accounting, with an emphasis on big picture thinking and financial analysis while still maintaining the ability to dig into the details. He has worked with a number of different industries, including service, construction, retail, insurance companies and agencies, employee benefit plans, non-profits, printing, biotechnology, IT, real estate and many others. He has experience in tax planning and compliance, assurance services (audit, review and compilation) and general financial consulting, including rent-a-CFO services.
Julie Miller, CPA
Julie Miller, CPA, Partner, has been in the accounting industry for her entire career, working both in private industry and in public accounting firms. She started her own accounting firm in 2007, and merged into Kollath & Associates, CPA LLC in 2009. Julie has experience with a wide variety of industries, including retail, construction, real estate, insurance companies, printing, distribution and many others. She spends most of her time serving clients with bookkeeping, payroll, tax and assurance services.
Thane Newman, CPA, MS
Thane Newman, CPA, MS has 15 years of experience in public accounting. His experience includes business and personal tax services, as well as, extensive audit work. Thane’s background includes owning and managing his own business and consulting in various fields related to real estate and finance. He has experience in tax planning and compliance, assurance services (audit, review and compilation) and general financial consulting.
Lee Peters
Lee Peters has more than 10 years of tax and accounting experience working with individuals and small businesses. His knowledge and experience include business startups, income tax and wealth planning, implementation of accounting systems, and tax compliance. Lee truly enjoys the privilege of working closely with individuals to achieve their goals.
Jenifer Pickhard
Jenifer Pickhard, 1998 graduate of the University of Wisconsin – Madison with a Bachelor’s of Science degree, works primarily in the Sauk City branch of Kollath & Associates. Her primary responsibilities include servicing our payroll clients which includes payroll processing, quarterly payroll tax returns and year end W-2’s. She has several years of Quickbooks experience and assists many of our small business clients with their bookkeeping needs. She worked in private industry with accounts payable and accounts receivable, as well as working as an assistant in a human resource department. In addition, she assists with preparing various monthly, quarterly, and annual regulatory filings for multiple clients and tax return preparation.
Aimee Kent
Aimee Kent has over 15 years of accounting experience, primarily in the insurance industry. Her experience includes an understanding of all functions within an accounting department, from accounts payable and accounts receivable to financial statement preparation. Her attention to detail and understanding of key deadlines makes her an important asset during the monthly, quarterly and year end closes. Her most recent assignments include Annual Statement preparation and year end reporting for life insurance companies and audits of Property and Casualty insurance companies, in addition to performing the accounting and billing for Kollath & Associates.
Sara Hyland
Sara Hyland works mainly at the Middleton branch of Kollath & Associates. Her primary duties include, monthly bookkeeping, admin duties, and tax return preparation. Sara previously worked in the private sector and has 10 + years of experience including accounts payable, accounts receivable, human resources and insurance administration.
Carrie D Fox
Carrie D. Fox is the newest addition to Kollath & Associates. She is a 2010 graduate of Mid-State Technical College in Wisconsin. Carrie is a 2011 and 2012 QuickBooks Certified ProAdvisor and has tax, audit and non-profit experience in her previous position. She will be working at the Middleton office as the office manager along with some bookkeeping for clients.