18 cents per mile driven for medical or moving purposes, up 2 cents from the rate for 2021. At Berkley, Iselin & Lotz, S.C., these are more than just the latest customer service buzzwords. They're a commitment-the guiding principles our team members follow each and every day as we work with you toward a successful future. Offer you a level of service that exceeds your expectations, whether you're looking for a copy of a single tax return or a complete review of your business. Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day.
Services
Berkley, Iselin & Lotz, S.C. is a certified public accounting (CPA) firm located in Racine, Wisconsin. Our staff consists of three CPAs: Darlene Lotz, Mark Leeder, and Rick Kutch, staff accountants, administrative personnel, and several part time tax preparers. Darlene was born and raised in Racine, Wisconsin.
Berkley, Iselin & Lotz, S.C. provides a wide range of services to individuals and businesses in a variety of industries. At Berkley, Iselin & Lotz, S.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred. The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Reviews (8)
Cadey B.
May 26, 2022
Ralph Bruner
Mar 01, 2022
Berkley have been doing our taxes for many many years. Sadly this year my wife passed away and Mark was very patient and gracious with me as my electronic devices are very old. He took the extra time to help guide me through the steps involved so I could return forms with my older computers. I will continue to use them again.
E. Wrobel
Feb 18, 2022
Mariclare Thomason
Oct 17, 2021
Think twice before using Darlene Lutz to prepare your taxes. 2017 she put our 1099R form to the side said she would get back to it. Darlene never reported our 1099R for our 2017 taxes. October 2021 we received mail from Federal and State owing $11,000.00 for not being reported. Works too fast, sloppy, doesn't follow though with her clients best interest! Doesn't return phone calls. This Firm don't back up when their employees make mistakes on your taxes.
Betty Wieczorek
Sep 27, 2021
Donald Anderson
May 24, 2021
I have been coming here for 30 years for my taxes. I have always gotten my taxes done in less than a week, sometimes the same day. After 4 weeks I am still waiting. I get told they are being worked on. I have been with them when they have done them and it takes less than an hour. Called today and they are closed for the day. I can't believe they can close for the day when they still haven't finished peoples taxes.
Muhammad Musa
Nov 25, 2020
Jared Pinkalla
Jun 21, 2016
When it comes to accounting and bookkeeping you get what you pay for. Darlene has taken care of our books and taxes for the past few years. top notch all the way. We have a auto repair shop and a simple investment co. with only 1 property. The auto repair shop is quite involved with a payroll etc. but the investment deal is easy stuff for her and in most cases she does not even charge us for that one. Thanks team and keep up the good work
