Expert Financial Services, Accountants, and Tax Services by Batley CPA

Nov 27, 2023


Welcome to Batley CPA, your one-stop destination for all your financial needs, including expert financial services, accountants, and tax services. Our dedicated team of professionals is here to provide you with comprehensive assistance and help you achieve your financial goals. Located in Green Bay, WI area, we have been serving businesses and individuals in the 54301 ZIP code for over a decade. With our expertise and commitment to excellence, we aim to be your trusted partner in managing your finances.

Financial Services

At Batley CPA, we offer a wide range of financial services tailored to meet the specific needs of our clients. Whether you are an individual looking to plan your retirement or a business seeking to optimize your financial strategies, our team of experts is here to guide you every step of the way.

Financial Planning

Our experienced financial planners will work closely with you to develop a comprehensive plan that aligns with your financial goals and aspirations. We take into account your current financial situation, risk tolerance, and future objectives to create a personalized plan that maximizes your potential for growth and financial security.

Investment Management

With our in-depth knowledge of the financial markets and years of experience, we can help you make informed investment decisions. Our investment management services are designed to optimize your portfolio, mitigate risk, and maximize returns. We stay updated with the latest market trends and conduct thorough research to identify the most promising investment opportunities for you.

Retirement Planning

Planning for retirement is crucial to ensure a secure future. Our retirement planning services encompass a comprehensive analysis of your current financial situation, income sources, and retirement goals. We develop tailored strategies to help you save enough for retirement, whether through individual retirement accounts (IRAs), employer-sponsored plans like 401(k)s, or other investment vehicles.


As highly skilled and experienced accountants, we understand the importance of accurate and efficient financial management for businesses. Our team of certified professionals is well-versed in all aspects of accounting, including bookkeeping, financial statements, and tax preparation.

Bookkeeping and Financial Statements

Our accountants can help you maintain accurate and up-to-date financial records, ensuring compliance with accounting standards and regulations. We offer comprehensive bookkeeping services, including income and expense tracking, accounts receivable and payable management, and bank reconciliations. Additionally, we prepare reliable financial statements that provide a clear overview of your business's financial health.

Tax Planning and Preparation

Stay ahead of your tax obligations and maximize your savings with our expert tax planning and preparation services. Our accountants are well-versed in the complexities of the tax code and can help you navigate through the intricacies of tax planning, deductions, credits, and more. We ensure that you comply with all tax regulations while optimizing your tax liabilities.

Tax Services

Taxation can be a complex and daunting process for individuals and businesses alike. At Batley CPA, our tax services are designed to simplify the tax experience and maximize your tax efficiency.

Individual Taxation

We offer expert guidance and support for individuals filing their tax returns. Our tax professionals ensure that all your income sources, deductions, and credits are accurately reported, maximizing your potential for refunds and minimizing your liabilities.

Business Taxation

Our tax services extend to businesses of all sizes. We assist in tax planning, compliance, and the preparation and filing of business tax returns. Our team is well-versed in complex business tax laws and regulations, helping you optimize tax strategies while ensuring compliance with the latest tax legislation.

Tax Consultancy and Representation

If you're facing tax issues or undergoing an audit, our experienced tax consultants can provide expert advice and representation. We can help resolve tax disputes, represent you before tax authorities, and assist with tax-related negotiations and settlements.

Contact Batley CPA Today

At Batley CPA, we are committed to delivering exceptional financial services, accountants, and tax services to individuals and businesses in the Green Bay, WI area. With our expertise, personalized approach, and dedication to client satisfaction, we aim to be your go-to partner for all your financial needs. Contact us today at 54301 or visit our website to learn more about our services and schedule a consultation with our team of experts.

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