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Yelena Krayzman

CPA

Tax Manager

Phone: 262.404.2121

Email me

About Yelena

Yelena Krayzman, CPA, is a tax manager with more than 25 years of experience in public accounting and a background in both individual and small business taxation. She now provides personal and fiduciary tax return services in addition to family and gift tax planning.

Yelena values the opportunity to get to know each client’s life story and helps them create plans to achieve their goals. She is known for her attentive and caring approach towards clients. Yelena has an excellent eye for detail, a clear understanding of tax rules, and the technical skills to help clients develop tax-advantaged plans.

Yelena aims to ensure that clients always have their questions answered and that the numbers on their financial statements or tax returns make sense.

Outside of work, Yelena is either traveling or planning her next trip. As a native of Ukraine, Europe is her favorite destination, but she also loves exploring many other parts of the world. Closer to home, Yelena enjoys attending live events. She loves concerts, theatre, and live stand-up comedy performances.

Areas of Focus

Trust and Estate Tax Planning and Compliance

Family Wealth Planning

Corporate Tax

Education

Bachelor of Business Administration, Accounting, University of Wisconsin – Milwaukee

Certified Public Accountant

Professional Affiliations

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Recent Posts by Yelena

Making Will Revisions By Hand Is Rarely A Good Idea

Making Will Revisions by Hand is Rarely a Good Idea

The laws regarding the execution of a valid will vary from state to state, but typically they require certain formalities.