Appleton,
Wisconsin
Local accounting & tax services
Overview
About our office
Appleton, Wisconsin anchors one of the most active business corridors in the Fox Valley: paper and specialty converting manufacturers, insurance and financial services firms, healthcare systems built around ThedaCare and Ascension, and a steady base of retail and education-driven employers, all clustered along the Fox River within a short drive of each other. Years of work across that mix have built relationships with the people who actually run these businesses. That means understanding what a growing Appleton business needs before it needs it, not just showing up when there's a form to fill out.
What we offer
Our services
-
01
Tax
Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
Learn more → -
02
Nonprofit Tax
Nonprofits aren't exempt from tax complexity. They're just subject to different rules. Archer Lewis handles Form 990, UBIT, and compliance for organizations that can't afford to get it wrong.
Learn more → -
03
Tax Planning
Filing accurately is the baseline. Tax planning is what actually reduces what you owe: year-round strategy that shapes decisions before the tax consequences are locked in.
Learn more → -
04
Accounting
Accurate financials are the foundation for every decision a business makes. Archer Lewis keeps your books clean and current, giving you numbers you can rely on well beyond tax season.
Learn more → -
05
Bookkeeping
Accurate books aren't optional. They're the foundation of every good business decision. Archer Lewis handles your bookkeeping so your numbers are always current, clean, and useful.
Learn more → -
06
Advisory
Selling a business, planning an exit, restructuring, or preparing for growth are among the most consequential decisions an owner will make. Archer Lewis brings financial expertise and strategic clarity to these moments.
Learn more → -
07
Business Valuation
Most business owners don't know what their business is actually worth until they need to. Archer Lewis provides defensible, credible valuations for sales, succession, disputes, and planning, before the moment forces the question.
Learn more → -
08
Exit Planning
Most business owners wait too long to plan their exit, and it costs them. Archer Lewis builds exit strategies that protect your value, your timeline, and what comes after.
Learn more → -
09
Assurance
When lenders, investors, or regulators need confidence in your numbers, Archer Lewis provides the independent verification to support it, through audits, reviews, and compilations handled by specialists who understand what's at stake.
Learn more → -
10
Audit
An audit is the highest level of financial assurance available, and the one lenders, investors, and regulators trust most. Archer Lewis conducts audits that are thorough, accurate, and delivered on time.
Learn more → -
11
Review
A review provides meaningful independent assurance without the full scope of an audit, the right choice when your stakeholders need more than a compilation but an audit would be more than the situation requires.
Learn more → -
12
Financial & Income Tax Planning
Personal income tax for high-net-worth individuals isn't just a return: it's a year-round strategy. Archer Lewis integrates your income, investments, and business interests into a single tax-efficient plan.
Learn more →
Industries we serve
Industries our Appleton office serves
-
01
Manufacturing
Manufacturing businesses deal with inventory accounting, cost of goods, equipment depreciation, and R&D credits that generalist firms consistently miss. Archer Lewis works with manufacturers who need advisors that understand the industry.
Learn more → -
02
Restaurants
Restaurants operate on thin margins where financial management is the difference between profitable and closed. Archer Lewis works with restaurant owners who need advisors that understand the industry's specific financial challenges.
Learn more → -
03
Small Business
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
Learn more →
Appleton, Wisconsin
70 years of trusted advice. One conversation away.
Address
2919 N. Ballard Road Appleton, Appleton, Wisconsin, 54911
Phone
920-738-9993
Ready when you are
Sit down with an advisor who knows your business and stays with you all year — not just at tax time.