Locatelli and Company
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?
- Local
- Software?
- None named on its website
Who they say they serve: non-profits, professional services, law firms (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Locatelli and Company | home page | |
| Website | https://www.locatellicpa.com/ | home page | |
| Office locality | Brookfield, WI | home page | |
| Phone | +14142247600 | home page | |
| Offers bookkeeping | Documented: ...That's why we offer a range of services to take the stress off of you, including bookkeeping, tax preparation, financial statement preparation and business consulting. With our... | home page | |
| AP / AR | Documented: ...schedules and client invoicing, as well as providing bookkeeping services, managing accounts receivable/payables and providing exceptional client relations. Lindsey earned one BS... | /about-us | 4 pts (max 4) |
| Payroll coordination | Documented: ...best advantage. Accounts receivable/Accounts payable ; processes with internal controls Payroll ; we can provide consultation on payroll vendor selections Bookkeeping ; processing... | /our-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...of services to take the stress off of you, including bookkeeping, tax preparation, financial statement preparation and business consulting. With our diverse team of experts and... | home page | 6 pts (max 6) |
| Industries served (documented) | non-profits, professional services, law firms | /about-us | 5 pts (max 5) |
| Local / remote model stated | Local | /contact-us | 3 pts (max 3) |
| What is included / excluded | Documented: ...to complement your internal accounting service. Some of the many services we offer include: Accounting system development ; properly setting up the appropriate chart of account... | /our-services | 5 pts (max 5) |
| Named contact / team | Tina Scudder, 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) |
Checked and not found
- Not documented. Checked 4 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); 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); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Locatelli and Company' in Brookfield, 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 Locatelli and Company'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.