Updated:
← Back to Top 12 Bookkeepers Elsewhere in Wisconsin (2026)415 CPAs
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: real estate, healthcare, professional services, startups, technology (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | 415 CPAs | home page Oct 23, 2026 | |
| Website | https://415cpas.com/ | home page | |
| Office locality | Mt Pleasant, WI | home page | |
| Phone | +12626350088 | home page | |
| Offers bookkeeping | Documented: ...of accounting services, including tax planning and preparation, audit and assurance, bookkeeping, payroll management, and business advisory solutions tailored to meet diverse... | home page | |
| AP / AR | Documented: ...and reliable bookkeeping services -so you can focus on growing your business. ✅ Accounts Payable & Receivable ✅ Payroll & Tax Form Processing ✅ Bank Reconciliations & Reports ✅... | /services-for-businesses | 4 pts (max 4) |
| Payroll coordination | Documented: ...services, including tax planning and preparation, audit and assurance, bookkeeping, payroll management, and business advisory solutions tailored to meet diverse client needs. 415... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...payroll and sales tax compliance Minimize tax liability with smart strategies Provide profit & loss statements Support mergers, acquisitions, and entity structuring Focus on... | /services-for-businesses | 6 pts (max 6) |
| Industries served (documented) | real estate, healthcare, professional services, startups, technology | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Darlene M. Lotz · CPA (self-reported to the IRS, not a state license) · business name on the record: 415 CPAs, Ltd. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...We help you handle the details so you can focus on growth. Our Start-Up Support Includes: Choosing the right business entity to minimize taxes Cash flow budgeting and financial... | /services-for-businesses | 5 pts (max 5) |
| Named contact / team | Darlene M. Lotz, CPA | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy and Website Terms of Use | /privacy-policy-and-website-terms-of-use | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accounting Examining Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Darlene M. Lotz under the business name '415 CPAs, Ltd.' in Mt Pleasant, WI. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from 415 CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.