Holly Pett

CPA, EA

Senior Manager

Phone: 262.404.2109
Email Me
LinkedIn

About Holly

With nearly two decades of experience in tax preparation and accounting, Holly Pett joined Hawkins Ash CPAs in 2018 when the firm made an acquisition.

As a senior manager working in the firm’s Mequon, WI, office, she specializes in reviewing tax returns and assisting with staff training.

“Each client has a unique tax situation which provides a variety of work and continuous opportunities to learn.”

Holly Pett, CPA, EA

Areas of Focus

Reviewing Tax Returns

Staff Training

Education

Bachelor of Science, Accounting, Carroll University

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Professional Associations

Wisconsin Institute of CPAs, Federal Tax Committee Member

Community Organizations

Brown Deer Farmers Market, Volunteer Committee Member

Spooky Sussex Festival, Volunteer Committee Member

Recent Posts by Holly

M&A Transactions

M&A Transactions: Be Careful When Reporting to the IRS

Low interest rates and other factors have caused global merger and acquisition (M&A) activity to reach new highs in 2021,
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Mutual Funds

Handle Mutual Funds Carefully at Year-End

As we approach the end of 2020, now is a good time to review any mutual fund holdings in your
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estate planning

Review Your Estate Plan Following a Major Shock

Generally, it’s recommended that you review your estate plan at year’s end. This is a logical time to note important
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Unpaid Tax Bill

A Large Unpaid Tax Bill Could Put Your Passport at Risk

Most Americans aren’t using their passports right now. But it’s still important to remember that, if the IRS certifies that
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incentive stock options

Careful Tax Planning Required for Incentive Stock Options

Incentive stock options (ISOs) are a popular form of compensation for executives and other key employees. They allow you to
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