Huberty

Huberty

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All at Huberty are so very professional and caring. I highly recommend them to you!

CPA led business service firm specializing in professional Accounting, Analysis, Strategy, and Planning services. Whether it’s tax preparation, identifying interest rate savings, improving inventory management, providing industry analysis, or helping plan for retirement, our CPAs and trusted advisors go beyond basics.

Decide to partner with a team of specialists dedicated to improving your financial well being. Choose Huberty.

Mission: Does the relationship with your accountant end after tax season? At Huberty, strong year-round customer relationships paired with industry leading expertise ensure you never miss an opportunity.

Operating as usual

Merry Christmas to all our clients, neighbors, families and friends. We would like to express our sincerest appreciation for the trust you have placed in Huberty this year and send best wishes for the holidays!

Its Christmas Eve and our offices will be closed for the next two days. One more day to get that last minute wrapping done

hubertycpas.com

Tax Planning in a Year of Uncertainty

There is still time left to consider year-end changes. Take a few minutes to visit our blog section where we break down year-end tax planning into three categories for you!

hubertycpas.com This year has been unlike any other in recent memory. Front and center, the COVID-19 pandemic has touched virtually every aspect of daily living and business activity in 2020. In addition to other financial consequences, the resulting fallout is likely to have a significant impact on year-end tax pl...

journalofaccountancy.com

COVID-19 relief bill addresses key PPP issues

Here is a very quick summary put out the AICPA about the details of the 2nd stimulus package that was approved by the House and Senate very late last night. The President is expected to sign the bill into law sometime today. https://www.journalofaccountancy.com/news/2020/dec/covid-19-relief-bill-addresses-key-ppp-issues.html

journalofaccountancy.com The $900 billion COVID-19 relief package passed Monday provides $284 billion for a revised Paycheck Protection Program (PPP) and clarifies that businesses can claim tax deductions for expenses paid for with forgiven PPP loans.

Introducing our Ripon Tax Team. Connect with any of the team at https://hubertycpas.com/Directory.php Stay tuned to meet more of our tax team by office!! #accountantsinripon

Our team had a great time sporting ugly sweaters on Friday for National Ugly Sweater Day!

Today is National Ugly Sweater Day! Show us your ugly sweaters in the comments – check back Monday to see the recap of the Huberty team’s sweaters

hubertycpas.com

Tax Planning in a Year of Uncertainty

If you were to ever read one of our blogs this is the one!! Our fantastic tax experts have compiled a monster list of considerations for tax planning for you. This is the time to paint your overall tax picture for 2020!

hubertycpas.com This year has been unlike any other in recent memory. Front and center, the COVID-19 pandemic has touched virtually every aspect of daily living and business activity in 2020. In addition to other financial consequences, the resulting fallout is likely to have a significant impact on year-end tax pl...

With additional collaborative space in the new Found du Lac Huberty office, this spring, our advisors will be better equipped to help business owners manage the important aspects of their business. All the windows in this building will simply give us a clearer picture of the community thanks to Tri City Glass & Door

Introducing our Fond du Lac Tax Team. Connect with any of the team at https://hubertycpas.com/Directory.php Stay tuned to meet more of our tax team by office!! #accountantsinfonddulac

bbb.org

BBB Scam Alert: A COVID-19 vaccine is on the way. So are the scams.

The BBB is warning consumers of scams to watch for as COVID vaccines become available.
https://www.bbb.org/article/scams/23475-bbb-scam-alert-a-covid-vaccine-is-on-the-way-so-are-the-scams

bbb.org Watch out for scams as COVID-19 vaccine distribution begins. Be on the lookout for everything from phony treatments to phishing messages .

Introducing our Sheboygan Tax Team. Connect with any of the team at https://hubertycpas.com/Directory.php Stay tuned to meet more of our tax team by office!! #accountantsinsheboygan

Our Toys for Tots bines are EXPLODING!! We are so humbled by the generosity of our team and our communities! This week is the last week to donate if you still wanted to.

PPP Forgiveness Discussion

Thanks to Brittany and Brad for discussing PPP Forgiveness! If you have more questions on forgiveness check out the FAQ section on our website too! https://hubertycpas.com/

Just Announced: Wisconsin Economic Development Committee’s We’re All In for Restaurants Program will provide needed relief to mid-sized Wisconsin owned restaurants. Restaurants that meet the requirements will receive a grant for $20,000 potentially before the end of the year. This is the third phase of We’re All In and is funded through CARES Act funding to the State of Wisconsin. Restaurant owners will be notified of program qualifications through their DOR’s My Tax Account secure email system. Grants will be provided based on 2019 tax data for restaurants and businesses using the 722 NAIC’s code with revenue between $1 million and $7 million. Grant money is to be used to fund normal business expense.

We are adding structure to our new business with Capelle Bros. & Diedrich, Inc. Add structure to your new business by having Huberty help with business planning or coaching https://hubertycpas.com/Planning.php

Time is Running Out…Don’t forget to contact Huberty to receive your Liscio invite if you haven’t already. Our old portal system is no longer available after December 4th. If you aren’t sure about Liscio or need our help please give us a call!

Great news! All Huberty locations will again be drop off locations for Toys for Tots! We are so excited to have the ability to continue to support such a great organization, especially with all the struggles our local communities have faced this year. Stop by any of our offices during regular business hours to donate your toy!

[11/26/20]   Happy, healthy & safe Thanksgiving from the entire team at Huberty

Which one are you?? Just a reminder our offices will be closed tomorrow and Friday while our team celebrates Thanksgiving

hubertywm.com

Huberty Wealth Management

Have you seen our brand new Wealth Management website? https://www.hubertywm.com/
If you follow our blogs you recently read how beneficial it is to have your tax and financial planning done together (if you haven’t read it…we posted it on Tuesday, scroll down) 😉

hubertywm.com The Huberty Wealth Management team brings unique insights to help our individual and business customers reach their financial goals. We continuously provide innovative solutions that help us work toward each of our clients’ financial needs and aspirations. Our relationship with our clients is coll...

Thanks for the kind words Francis Chiropractic! We love when we can be a trusted source for our community businesses. Read the full post here https://hubertycpas.com/Case-Study.php?s=francis-chiropractic

Our inspired & client-centric teams differentiate us from traditional CPA-led firms. Valerie Eiden is the Administrative Assistant in our Minocqua location. She is what makes the office run smoothly and is a client service ace! Val says she was impressed with how many local businesses our firm was able to assist during COVID-19. During COVID tax time, Val spent extra time with everyone to make sure she provided options for clients to bring us documents, get questions answered, and receive their tax returns in a manner that was safe and comfortable to them. Our Minocqua office wouldn’t be the same without her smile and compassion! Connect with Val or any of our inspired team by visiting a Huberty office or on our website at www.hubertycpas.com

Good morning Facebook!! Just a heads up...our offices will be closed until noon today as we complete the second half of our annual staff retreat.

hubertycpas.com

Do you have a Hybrid?

Do you have a hybrid advisor?

hubertycpas.com Having a financial planner who is also able to advise on tax matters - and vice versa - is the gold standard

Hey Minocqua – Meet your newest neighbor, Zac Olson! Zac is originally from the Wausau area and loves spending time in the great outdoors. He has been with Huberty since 2017 in our Fond du Lac location, but now he is bringing his expertise to Minocqua! Drop Zac a welcome comment!!

Our Sheboygan team got to help Dogs2DogTags today with acclimating some future service dogs. We basically played with puppies...what's not to love!! Thanks Torre, we loved our Friday afternoon play time

Understanding Tax Brackets

Today our Director of Strategy and Coaching, Brad Saunders, discusses understanding your tax bracket with our Ripon office's Ryan Stigen

Our inspired & client-centric teams differentiate us from traditional CPA-led firms. Melanie Westphalen is a Senior Consultant in our Sheboygan office. She is one of our resident QuickBooks Online and Desktop extraordinaires! Melanie has helped many business set up and streamline their QuickBooks by tailoring materials and instructions to each client’s needs. She is also a member of our coaching team and is involved with local non-profits. In fact, she is the current treasurer of Sheboygan County Home Builders Association. Melanie also serves as a shining example of Huberty’s culture as a representative in Huberty’s events with Lakeland College’s Premiere Student Program. Connect with Melanie or any of our inspired team by visiting a Huberty office or on our website at https://hubertycpas.com/Directory.php

"Our debt to the heroic men and valiant women in the service of our country can never be repaid. They have earned our undying gratitude. America will never forget their sacrifices." – President Harry S Truman

Happy International Accounting day to our number crunching, tax return filing, business advising, financial statement finagling, audit conducting heroes! Comment below to wish your favorite Huberty accountant a happy day!

Our inspired & client-centric teams differentiate us from traditional CPA-led firms. Suzann Oppermann is a Senior Consultant who serves our Ripon, Fond du Lac, and Markesan offices. Suzann loves being part of a team that helps our local communities grow. She says, “Huberty is inclusive to our communities by types of services that we offer, we aren’t just a tax season firm. We can work with individuals and businesses to achieve their financials goals.” Suzann recently helped a client when a family member was moved into to hospice. She was able to answer tax planning questions for them and worked with a member of our Wealth Management department to provide guidance on investments, helping transition them to their next phase with ease! Connect with Suzann or any of our inspired team by visiting a Huberty office or on our website at https://hubertycpas.com/Directory.php

You need solid framework if you’re going to have a strong structure...tis true for our new building and your business. Capelle Bros. & Diedrich, Inc. is helping our new Fond du Lac office with its framework. Let Huberty help your business with theirs-contact us about building a Strategic Plan. https://hubertycpas.com/Strategy.php

Information security is one of our top priorities-Liscio, our New Online Experience is how we do it. Contact your Huberty office today to get signed up.

Be Like Bob

Contact your favorite Huberty office to schedule or visit us online at https://hubertycpas.com/Contact.php

Our Story

Huberty is a CPA-led, professional service firm where an inspired team places clients first. We operate both locally in Southeastern Wisconsin and virtually using collaborative, online technology.

We have a deep passion for helping our clients fulfill their vision, mission, and purpose. We know our efforts will extend beyond everyday business to play a meaningful role in progressing our communities. Our family and friends live in the communities we serve. That’s why each day we strive to make a positive impact.

Huberty’s mission is to be the most sought-after firm in our core service areas: Accounting, Analysis, Strategy, and Planning – The first choice for providing an experience that is focused on a better future. We intend to continuously improve our capabilities to further help the organizations and people we serve. We embrace technology to become better at scale, but our passion for helping others, our human element, will not waiver.

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Videos (show all)

PPP Forgiveness Discussion
Understanding Tax Brackets
Be Like Bob
A Good Succession Plan
Business Valuations
Coping with Stress
What can a Business Coach do?
Time to Launch
Strategy
IT'S COMING!!
Happy Father's Day

Telephone

Address


145 S Marr St
Fond Du Lac, WI
54935

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Other Financial Planning in Fond du Lac (show all)
Mark Scharschmidt - LPL Financial Advisor at Lakeside Wealth Management Mark Scharschmidt - LPL Financial Advisor at Lakeside Wealth Management
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Lakeshore Financial Group LLC Lakeshore Financial Group LLC
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Insurance Agency

Stroede Financial Management Stroede Financial Management
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Lakeside Wealth Management, LLC. Lakeside Wealth Management, LLC.
1080 S Main St
Fond Du Lac, 54935

As an independent fiduciary adviser, we create objective, customized investment solutions to help build, protect, and transfer our client’s wealth.

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