Steve Albers

Steven Albers

CPA, Senior Manager

Phone: 920.337.4520
Email Me

About Steve

Steve Albers has more than 30 years of public accounting experience. As a senior manager, he provides tax preparation and planning services to businesses, individuals, trusts and estates. He has extensive experience in small business consulting and business and financial planning.

Areas of Focus

Corporate Tax

Financial Planning

Individual Tax

Small Business Consulting


Bachelor of Business Administration, Accounting, University of Wisconsin-Oshkosh

Certified Public Accountant

Professional Affiliations

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Community Organizations

Scholarship, Inc., Finance Committee Member

Recent Posts by Steve

/ / Articles, Tax
ABLE Accounts

ABLE Accounts Help Those with Disabilities

There’s a tax-advantaged way for people to save for the needs of family members with disabilities — without having them
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/ / Articles, Tax
Traditional IRA

Taking Distributions from Your Traditional IRA

Like many people, you may have worked hard to accumulate a nest egg in your traditional IRA. Knowing the finer
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Financial Records

Should You Digitize Your Tax and Financial Records?

Traditionally, important tax and financial records have been stored as hardcopies in desk drawers, filing cabinets and safe deposit boxes.
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/ / Articles, Tax
tax business

Own a Pass-Through Entity? Beware the Ides of March

“Beware the Ides of March.” Shakespeare’s words don’t apply just to Julius Caesar; they also apply to calendar-year partnerships, S
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/ / Articles, Business, Tax

Could an FLP Help Your Business Succession Plan?

One of the biggest concerns for business owners is succession planning — transferring ownership and control of the company to
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/ / Tax
Child Abacus

Identifying Qualifying Children for Tax Purposes

As you file your 2016 income tax return, you may be wondering whether you're eligible for tax breaks related to
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/ / Business

IRS Continues to Enforce “Reasonable” Shareholder-Employee Salaries

If you're a shareholder-employee of an S corporation, you more than likely considered the tax advantages of this entity choice.
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