Amanda Farley

Amanda Farley



Phone: 920.337.4554
Email Me

About Amanda

Amanda Farley began her career in 2014 as an intern and is currently a Manager in the firm’s Green Bay, WI, office. In this role, she helps to advise small businesses and assists with tax preparation and planning for a variety of different entities.

Amanda also helps provide audit services for employee benefit plans and more.

In addition, Amanda is in process of obtaining her QuickBooks ProAdvisor certification.

“We are our client’s trusted advisors, and I love the fact that I can help them through all of the parts of their lives—whether it be planning for today, nine months from now, five years and beyond.”

Amanda Farley, CPA

Areas of Focus

Employee Benefit Plans

Estates and Trusts


Small Business Advising

Tax Preparation and Planning


Bachelor of Business Administration, Accounting, University of Wisconsin-Green Bay

Certified Public Accountant (CPA)

Professional Affiliations

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Community Organizations

American Marketing Association – Northeast Wisconsin, Treasurer

Greater Green Bay Chamber, Current Young Professionals, Member

Recent Posts by Amanda

2024 Hsa Contribution Limits And Irs Guidance

Plan Ahead for Health Savings Accounts in 2024

The IRS has released guidance that includes the 2024 inflation-adjusted amounts for Health Savings Accounts (HSAs). The benefits of HSAs
Changes In Sec 174

Changes in SEC. 174 Make It a Good Time to Review the R&E Strategy of Your Business

It’s been years since the Tax Cuts and Jobs Act (TCJA) of 2017 was signed into law, but it’s still
Business Mileage Rate

The Standard Business Mileage Rate Is Going Up in 2023

Although the national price of gas is a bit lower than it was a year ago, the optional standard mileage
Plan Oversight Meetings

Key Topics for Plan Oversight Meetings

Plan Administrators have the important fiduciary duty of conducting and documenting timely, periodic meetings to oversee the Plan. As part
Small Business 401(k)

Self-Employed? Build a Nest Egg With a Solo 401(k) Plan

Do you own a successful small business with no employees and want to set up a retirement plan? Or do
Inflation Health Savings Accounts

Inflation Enhances the 2023 Amounts for Health Savings Accounts

The IRS recently released guidance providing the 2023 inflation-adjusted amounts for Health Savings Accounts (HSAs). High inflation rates will result
Trust Fund Recovery Penalty

Could You Be Hit With the Trust Fund Recovery Penalty?

There’s a harsh tax penalty that you could be personally responsible to pay if you own or manage a business
Retirement Plan Rollover

Handle Retirement Plan Rollovers With Care

Because of the COVID-19 pandemic and other reasons, job upheaval has become common among Americans over the past year or
Disability Income Tax

Is Disability Income Taxable?

Many Americans receive disability income. If you’re one of them or know someone who is, you may wonder whether it’s