Updated:
← Back to Top 9 Bookkeepers in the Milwaukee-Waukesha Area, WI (2026)AM Accounting
Evidence Score 47/100 at 75% evidence coverage 3 of 9 on the Milwaukee-Waukesha area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not verified
- Local or remote?
- Local
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 3 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | AM Accounting | home page Nov 5, 2026 | |
| Website | https://www.amaccountingonline.com/ | home page | |
| Office locality | Milwaukee, WI | home page | |
| Phone | +14142319138 | home page | |
| Offers bookkeeping | Documented: ...small businesses, and nonprofit organizations through tax return preparation, bookkeeping, payroll administration, and ongoing accounting support. She plays an integral role in... | /about-us | |
| Monthly bookkeeping | Documented: ...organizations through tax return preparation, bookkeeping, payroll administration, and ongoing accounting support. She plays an integral role in delivering Client Accounting and... | /about-us | 8 pts (max 8) |
| Payroll coordination | Documented: ...complex tax and financial matters with confidence. Anna Sheteron, MS Accounting and Payroll Specialist, Tax Preparation Anna has been a key member of AM Accounting and Tax... | /about-us | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...with clients to support day-to-day bookkeeping, accounting system setup, financial statement preparation, and ongoing financial management. Whether you maintain your own books or... | /services/small-business-accounting | 6 pts (max 6) |
| Software supported | QuickBooks | /about-us | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$150 per month" | /services/payroll-services | 6 pts (max 6) |
| What is included / excluded | Documented: ...to support efficient communication, accessibility, and flexibility. Our services include: Secure, cloud-based client portals for document sharing and communication Video meeting... | /services/small-business-accounting | 5 pts (max 5) |
| Named contact / team | Alice Zaganczyk Peterson, CPA | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...SECURE FILE ONLINE UPLOAD TAXDOME - TAX PORTAL Simply upload your documents to our secure portal and we will take it from there. LEARN MORE DOCUMENT DROP OFF Drop off your... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 5, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'AM Accounting' in Milwaukee, WI on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
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.
- 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 AM Accounting'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.