We are happy to announce our new Director of Tax Planning and Strategy, Tyler Verstegen, CPA. Tyler attended St. Norbert College, graduating with a Bachelor of Business Administration in Accounting and Finance. He is a licensed CPA in the state of Wisconsin. Prior to joining Avaii, he worked in the tax department at a national public accounting firm. He specializes in Tax Planning and Individual Tax Return preparation. Tyler started at Avaii in September and continues to impress us! He is sharp, kind, and thorough.
Joe Fochs, CPA, will continue as Avaii’s Consultant CPA to ensure a smooth and seamless transition. We are confident that we have the right people in place to meet and exceed our clients' tax planning expectations.
In 2019, Avaii began offering tax services to add to the value that we provide to clients. This service is an extension of our advisory practice and exists to better serve the needs of our clients through cohesive services and expertise to assist in the financial planning process. Our tax services are exclusive to our advisory clients, and completely optional. Learn more about Avaii’s Tax Services below to be added to our future communications.