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Hartwig, Norman, & Shannon LLP
"Trust Your Local Accounting Pros With Your Personal Or Business Finances"
About Us
Welcome to Hartwig, Norman, & Shannon LLP, your trusted tax preparation service in Pewaukee, WI, that has been serving Waukesha County since 1977. Our team specializes in providing top-notch accounting, financial reports, bookkeeping, payroll services, and more to meet all your financial needs. Don't hesitate to call us today for expert assistance with your tax and accounting requirements.
Areas Served
Waukesha County, WI | Pewaukee, WI | Wisconsin | United States
Our Certifications
- CPA (Certified Public Accountant)
What We Offer
Our Services include:
- TAX PREPARATION:
- At Hartwig, Norman & Shannon LLP, we offer expert tax preparation services designed to meet the needs of both individuals and businesses. Whether you are filing personal taxes, managing commercial tax filings, or navigating both state and federal tax requirements, our team of experienced professionals is here to ensure your returns are accurate, timely, and optimized for the best possible outcome.
- While we primarily specialize in Wisconsin tax returns, we are also fully equipped to handle tax filings for other states. Our team is well-versed in the unique tax laws of multiple states and can guide you through the complexities of filing both in Wisconsin and beyond. We ensure that your tax returns are filed accurately, no matter where you reside or where your business operates.
- For individuals, we focus on maximizing deductions, credits, and refunds while keeping you fully compliant with tax laws. For businesses, we provide comprehensive commercial tax services, including tax planning and preparation, helping you navigate the intricacies of both state and federal taxes.
- Whether you are a Wisconsin resident or operate in multiple states, Hartwig, Norman & Shannon LLP is here to help you manage your tax filings with confidence. Contact us today to schedule a consultation and learn how our expert tax preparation services can benefit you.
- ACCOUNTING:
- At, Hartwig, Norman & Shannon LLP, we provide comprehensive accounting services designed to simplify your financial management and help your business thrive. Our team of skilled accountants is committed to delivering reliable, accurate, and timely accounting solutions, allowing you to focus on what matters most—growing your business.
- From day-to-day bookkeeping to more complex financial management, we offer a full range of services, including accounts payable and receivable, payroll processing, financial statement preparation, tax planning, and more. We understand that each business is unique, so we tailor our accounting services to meet your specific needs, whether you are a startup, a small business, or an established enterprise.
- Our approach goes beyond just number-crunching—we take the time to understand your goals, offering insights and advice to improve cash flow, reduce expenses, and maximize profits. By keeping your finances organized and compliant with tax regulations, we ensure that you are in a strong position to make informed decisions and achieve long-term financial success.
- Let Hartwig, Norman & Shannon LLP be your trusted partner in managing your accounting needs, and experience the peace of mind that comes with knowing your finances are in expert hands. Contact us today to discover how our accounting services can support your business’s growth and financial well-being.
- FINANCIAL REPORTS:
- At Hartwig, Norman & Shannon LLP, we know that clear, reliable financial reports are essential for making informed business decisions and maintaining financial health. Our team specializes in preparing precise and timely financial statements that give you a clear picture of your business's financial performance.
- Whether you are looking for balance sheets, income statements, cash flow reports, or other essential financial documents, we provide in-depth reporting that helps you understand where your money is going, where it is coming from, and how you can improve profitability. Our reports not only keep you compliant with regulations but also serve as powerful tools to drive better decision-making and strategic planning.
- Alongside our financial reporting services, we offer comprehensive tax accounting solutions to ensure you are maximizing tax-saving opportunities while adhering to current laws. Our goal is to equip you with the financial insights you need to grow your business while minimizing tax liabilities.
- With Hartwig, Norman & Shannon LLP by your side, you can trust that your financial reporting is handled with expertise, integrity, and a focus on your success. Contact us today to learn more about how we can support your business!
- BOOKKEEPING:
- At Hartwig, Norman & Shannon LLP, we understand that accurate and organized bookkeeping is the foundation of any successful business. Our team of experienced professionals provides comprehensive bookkeeping services that help you stay on top of your finances, minimize tax liabilities, and make informed business decisions.
- We take pride in offering personalized solutions tailored to your unique needs. Whether you are a small business owner or managing a larger enterprise, our expert bookkeeping services ensure your financial records are up-to-date, precise, and fully compliant with tax laws. From tracking income and expenses to preparing financial statements and reports, we manage the details so you can focus on growing your business.
- In addition to bookkeeping, we offer a wide range of tax services to help you maximize your deductions, minimize your tax burden, and navigate complex tax regulations. Our mission is to provide clear, reliable, and efficient accounting support so you can concentrate on what matters most—running your business with confidence.
- Let us be your trusted partner in managing your books and taxes—contact us today to learn how we can support your financial success!
Testimonials
On 2/7/2023
Amira M.
had this to say:
I had Tony do my taxes after he was my instructor at WCTC for a business accounting course. He handled my business taxes for my first year of being a business owner in addition to filing a W-2. I was thoroughly impressed with his expertise, and he took the time to understand my unique online business on Shopify. His guidance was clear and comprehensive throughout the whole process, and I was shocked how fast he got my taxes back to me! He was able to maximize my deductions and minimize my tax liability. The experience was stress-free, and I felt confident that my taxes were in good hands. I highly recommend Tony to any business owner looking for a knowledgeable and reliable tax professional. Thank you again.
On 4/30/2020
30A Prime
had this to say:
We had a great experience with Tony. Highly recommend Hartwig, Norman & Shannon LLP.
Contact Us
Hartwig, Norman, & Shannon LLP
2831 N Grandview Blvd Suite 110 Pewaukee, WI 53072
Phone: (262) 524-9035
Fax: (262) 524-9185
Email: marty
Payment Types Accepted
American Express, Debit Cards, Discover, MasterCard
Our Hours
Holiday Hours May Vary. Please Call For Details.
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
News
Marty is a CPA experienced with a wide range of individual 1040 and corporate/LLC taxation in fields such as manufacturing, real estate, construction, trust taxation and professional services to name just a few. Financial accounting is also a specialty along with expertise with the very popular Quickbooks systems. Marty enjoys consulting with new business start-ups.As a partner at Hartwig, Norman & Shannon LLP, he is responsible for key strategic management and decision-making activities for the firm. During his successful tenure with HNS, Marty has developed and implemented various programs to promote the growth and its team members. He directs the firm’s initiatives for professional development, technology innovation and high-quality client service. As a result of Marty’s influence, HNS continues to exceed clients’ expectations and attract new business opportunities.
A bachelor’s degree in accounting (UW-Oshkosh), MBA (Marquette), a decade working for a Big-4 accounting firm and corporate finance, and many years with HNS have provided a solid background to lend expertise to clients’ tax and accounting solutions.
Marty and his wife reside in Muskego and keep active with Becky’s boutique (Freebird in Muskego- stop in!) children and grandchildren, the family doodle gang, biking, golf, and friends!
Email: Marty@Hartwig-CPAS.com
Extension: 262-737-8865 (101)
June Norman is a CPA specializing in tax and accounting services for small businesses, their owners, individuals, and families. As a partner at Hartwig, Norman & Shannon, LLP, she provides tax consulting and compliance services to the firm’s clients. With an Accounting degree from UW-Eau Claire, Masters in Taxation from UW-Milwaukee and ten years’ experience in international accounting firms prior to many years in the solo/small practice arena she has an excellent background to handle high level tax issues for business owners and their owners. June also provides individuals with personal accounting services.
In addition to her CPA practice, June previously served as an adjunct faculty member at UW-Milwaukee where she taught Tax I and Tax II to Accounting students for twenty years. Before each tax season begins she also teaches annual tax updates seminars for the Wisconsin Institute of CPAs, where she also leads a monthly Small Practitioners’ Roundtable.
She and her husband have three grown children currently launching into careers around the country. The family gathers frequently to run, backpack and adventure together.
Email: June@Hartwig-CPAS.com
Extension: 262-737-8863 (106)
As the Partner of Hartwig, Norman & Shannon LLP, Julie is responsible for the planning and management aspects of the firm’s engagements. In her role, she provides her clients with tax solutions that integrate both personal and business financial strategies, ultimately increasing their opportunity for personal financial growth.
With over 20 plus years of accounting and tax experience including starting her own accounting consulting firm, she provides businesses and individuals with accounting, tax and advisory services.
Areas of Expertise:
- Financial Reporting
- Business Start-ups
- Corporate, Partnership, Individual Tax Reporting
- Accounting Software
- General Business Consulting
- QuickBooks Desktop and Online ProAdvisor
Julie helps clients establish internal financial reporting procedures and provides year-end financial reporting services. She reviews and recommends software that ensures management is provided with timely and accurate financial reports to run a profitable business.
Julie believes in proactive tax planning. Throughout the year she keeps business and individual clients informed about tax law changes, opportunities and potential tax liabilities. She assists clients with corporate and individual income tax compliance and advises on sales and payroll tax strategies.
Julie earned her Bachelor’s degree in Accounting with CPA emphasis from Carrol University. She is a member of the Wisconsin Institute of Certified Public Accountants (WICPA).
Julie and her husband enjoy the time with their four grown children and grandchildren and keep busy working out and trying to stay fit. They manage their rental properties and also like to travel as much as possible.
Email: Julie@Hartwig-CPAS.com
Extension: 262-737-8862
Email: Tony@Hartwig-CPAS.com
Extension: 262-737-8866
Jada Carerros, staff accountant with an associate’s degree in accounting from MATC, is the firm’s “go to” for small business QBO (QuickBooks Online) accounting. Clients appreciate Jada’s timely and accurate financials reporting, payroll service and other business insights. Jada is currently attending Lakeland University, working towards her Bachelor’s degree in accounting. After work she also enjoys volunteering in her community, assisting the local high school marching band and in her martial arts school.
Email: Jada.C@Hartwig-CPAS.com
Extension: 262-737-8861
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