Meet our Accounting, payroll, tax teams

Email: tadler@adlercpa.com Phone: 608-664-1944 Education: Lakeland College
Certifications: CPA, ATA, ATP

Thomas Adler had a big, and busy year in 1984. That was the year he graduated from Lakeland College with majors in Accounting and Business Administration. If that wasn't enough, 1984 was also the year Tom became a CPA and founded Adler & Associates, S.C. in Madison, WI.

Tom has kept busy ever since. Tom has been providing expert accounting, payroll, and tax services for over 30 years to businesses and individuals. In addition to growing his practice, Tom has earned additional accreditations and stayed active within the accounting community.



Certifications and Awards:

• Certified Public Accountant (CPA)
• Accredited Tax Preparer (ATP)
• Accredited Tax Advisor (ATA)

Education:

• Graduated Lakeland College
• Majors: Accounting and Business Administration

Professional and Community Involvement:

• National Society of Accountants (NSA), Wisconsin State Director
• Wisconsin Association of Accountants (WAA), Southwest Chapter President
• American Institute of CPAs (AICPA)

For Kicks:

Though work keeps Tom busy, he isn't all work. Tom finds time to escape up to his cottage in Necedah, WI where he can ride ATVs and fish. He is also an avid Packers and Badgers fan. When the weather permits, you can find Tom outside grilling out, or accounting for his garden.

Links: http://www.linkedin.com/company/adler-&-associates-s-c-

Email: radler@adlercpa.com Phone: 608-664-1944

In 2001, Rose Adler came to Middleton, Wisconsin based Adler & Associates, S.C. after 31 years with Rural Mutual Insurance. She has been our Vice President and Office Manager ever since.

Rose uses her extensive management experience to run a smooth and efficient CPA firm. She handles client communications, coordinates workflow, and billing.

In addition, Rose also assists Tom with WAA and NSA duties for meetings and seminars.



Professional and Community Involvement:

• Wisconsin Association of Accountants (WAA)

For Kicks:

Though Rose works hard, she does relax...sometimes. When she can, Rose spends time at her cottage up in Necedah, WI where she is free to ride ATVs, fish, or just unwind.

Links: http://www.linkedin.com/company/adler-&-associates-s-c-

Email: wrichards@adlercpa.com Phone: 608-664-1944 Education: Madison College and Blackhawk Technical College
Certifications: Enrolled Agent (EA) QuickBooks ProAdvisor, Accounting and Administrative Assistant

Wendy Richards came to Middleton, Wisconsin based Adler & Associates, S.C. in 2010 as a Staff Accountant. She provides exceptional accounting, tax, payroll, bookkeeping, and QuickBooks services.

Wendy’s oversees monthly bookkeeping and accounting clients, payroll tax deposits and quarterly reporting, end of year accounting, sales tax reporting, and reviewing payrolls for accuracy.

Since she arrived Wendy has demonstrated she is an asset to each client with her attention to detail and professionalism.


Certifications and Awards:

• Certified QuickBooks ProAdvisor
• Academic Award Honor from Madison College
• Enrolled Agent,

Education:

• Graduated Madison College
• Majors: Accounting
• Blackhawk Technical College
• Administrative Assistant Certification

Professional and Community Involvement:

• Wisconsin Association of Accountants (WAA), Southwest Chapter Secretary
• Honors Society of Phi Kappa Phi

For Kicks:

Wendy enjoys the great outdoors, except when it’s cold and only indoor warmth will do. Camping, hiking, horseback riding are some of her favorite activities. She also enjoys spending time with her three grandsons, family and friends where sharing a good home cooked meal, a new movie, or just frolicking in Mount Horeb are top of her to do list!

Links: http://www.linkedin.com/company/adler-&-associates-s-c-

Email: aadler@adlercpa.com Phone: 608-664-1944

Amanda Adler started at Middleton, Wisconsin based Adler & Associates, S.C. in 2006 as an Administrative Assistant. She assists Rose with office management and processes payrolls.

Amanda has document and client management responsibilities. In addition, she serves as our primary payroll specialist. Amanda also provides accounting backup services, such as document retention.

In addition, Amanda delivers accurate payroll services to our clients in a timely manner.


For Kicks:

Outside of work Amanda has her hands full taking care of her dog, Buster.

Links: http://www.linkedin.com/company/adler-&-associates-s-c-

Email: weggett@adlercpa.com Phone: 608-664-1944 Education: Upper Iowa University, Madison Area Technical School
Certifications: Bachelor of Science, Major in Accounting, Associates degree in Applied Science.

William joined Adler & Associates, S.C. team in December of 2015.

William has become more efficient in assisting with bookkeeping, payrolls, business and personal taxes and other duties.

Links: http://www.linkedin.com/company/adler-&-associates-s-c-

Email: gchotzen@adlercpa.com Phone: 608-664-1944 Education: Graduated University of Wisconsin-Madison
Certifications: Master of Accountancy and Taxation CPA (Certified Public Accountant)

Bachelor of Business Administration

Gabe joined Adler & Associates, S.C. in October 2016. He specializes in tax return preparation for all types of businesses and individuals as well as bookkeeping, consulting and tax research. On December 1, 2018 Gabe received his CPA (Certified Public Accountant) certification.

His free time is spent enjoying the outdoors and watching his favorite Wisconsin sports teams.

Links: http://www.linkedin.com/company/adler-&-associates-s-c-