About Engelson and Associates, Ltd.
<p>In La Crosse, in Wisconsin’s Mississippi River Valley near the Minnesota border, Engelson and Associates, Ltd. runs a CPA practice that includes support for retirement plan sponsors.</p> <p>Founded in 2003, the firm works with individuals and businesses on tax work and other financial services. Its planning work includes retirement and estate planning, with a one-on-one process centered on managing risk and organizing long-term finances.</p> <p>For plan sponsors, Engelson and Associates falls within the broader group of <a href="/auditors/401k">401(k) auditors</a> and related <a href="/retirement-plans">retirement plan providers</a>. What sets the firm apart is that tax preparation, financial planning, and retirement and estate planning are handled in the same office, which can simplify coordination across year-end reporting and long-term goals.</p> <p>Phone: (608) 788-2181. Website: <a href="https://www.eacpas.net/">https://www.eacpas.net/</a>. Contact: Partner William J. Sherry, CPA.</p> <ul> <li>CPA firm founded in 2003</li> <li>Headquartered in La Crosse, Wisconsin</li> <li>Tax services for individuals and businesses</li> <li>Retirement and estate planning</li> <li>Financial planning with one-on-one guidance</li> </ul>
Website: https://www.eacpas.net/
Founded: 2003
Office Locations
- La Crosse, WI (Headquarters)
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $41.4M
- 401(k): 4 plans, $41.4M AUM