Welcome to The Neal Group, LLC!
The Neal Group LLC was founded in 1984 by Jon Neal. We have a head for numbers and a heart for people. We are always striving to help you meet your goals!
Jon Neal, MST, CPP, CTP– The Neal Group LLC was founded in 1984 by Jon Neal. Jon has over 40 years of experience in public accounting. In 1977, he graduated from the University of Wisconsin-Milwaukee with a BBA in Accounting and Management Information Systems and in 1987 with a Master’s of Science in Taxation (MST). He is especially focused on closely held businesses and their owners to help them reach their goals. As a Certified Profit First Professional (CPP) Jon works with businesses to keep more cash in their pockets. In addition to small business accounting, as a Certified Tax Professional (CTP) Jon does extensive tax planning and tax resolution for individuals and businesses. Personally, Jon enjoys singing in his church’s choir, spending time with his family and volunteer work. Jon and his wife, Ann, have four children, three grandchildren and live in Hales Corners
What We Do
Tax Problem Resolution
Mike Michalowicz | Adviser & Lead Profit First Strategist
Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First for our firm.
Gregory A. Newman | CPAEmail Gregory
Greg joined our team in 2017 and heads up the tax resolution area of The Neal Group. He earned his BBA degree from UW Milwaukee and an accounting degree from Lakeland College. With over 27 years of tax experience, including working as an Auditor for the Wisconsin Department of Revenue, and as a public accountant helping small businesses and individuals; Greg has a unique perspective on dealing with audits, offers in compromise and collection actions by State and Federal governments. Greg is a Certified Public Accountant licensed to practice in Wisconsin.
Greg was born and raised in the Milwaukee area and now lives in Menasha. In his spare time he likes to fish and play with his grandson.
David J. Urbanek | CPAEmail Dave
Dave joined The Neal Group team in January, 2017 and works closely with our clients in all aspects of accounting. Dave graduated from Nova Southeastern University with a Bachelor’s Degree in Accounting and has over 40 years of experience working with businesses and their owners. Real estate development and construction are two industries he knows extremely well. As a CPA, Dave has performed Audit and Taxation functions in public accounting and governmental entities. As a member of the Florida and Wisconsin Institute of CPA’s, he has served on various committees, including the Ethics and Professional Standards Committee. Dave has also served on the Boards of closely held corporations.
Kim Gervais | AccountantEmail Kim
Kim joined The Neal Group team in 1996 while attending Milwaukee Area Technical College (MATC) and received her Associates Degree in accounting in 1998. She works directly with our clients to prepare financial statements and payroll, sales tax and income tax returns. Kim and her husband, Frank, reside in Big Bend with their daughters, Madisyn and Jocelyn. When not at work, she enjoys camping and volunteering for the Cystic Fibrosis Foundation.
Connie Manderfeld | AccountantEmail Connie
Connie joined The Neal Group team in January, 2017 and has worked in public accounting since 2007. She specializes in preparing financial statements, tax returns, sales tax, and payroll. In 2015, Connie earned her Bachelors of Art Degree in Accounting and Business Management from Carthage College. She is planning to sit for the CPA exam in 2017. Connie resides in Kenosha with her son, Jessie. When she is not at work she enjoys going to the dog park with her beagle and spending time with family and friends.
Judy Just | Director of AdministrationEmail Judy
Judy relocated to Wisconsin from Montana and joined our team in 2002. With over 25 years of public accounting experience, she is dedicated to working hard to make sure every Neal Group client receives extraordinary service. Judy left public accounting in 1999 and obtained her licenses in both real estate and insurance. Upon moving to Wisconsin, she returned to public accounting and enjoys being a part of The Neal Group team. Judy lives in Caledonia with her husband, Wayne. They have four grown children and six grandchildren. When not working, Judy enjoys baking, gardening, traveling (especially to Oregon to visit the grandkids!) and spending time with family.
Brittanie Libka | Director of First ImpressionsEmail Brittanie
Brittanie was born and raised in Alpena, Michigan. She received her Associates Degree in Legal Assistant with a concentration in Pre-Law from Alpena Community College and while taking classes there, she worked as the switchboard operator and receptionist. She was known as “The Voice” of Alpena College. Brittanie relocated to Milwaukee and joined The Neal Group team in 2003. She enjoys all aspects of being part of the team, from answering the phones to helping our clients when they come into the office and everything in between. Brittanie, her husband Jason and their children Brison and Janie live in Grafton. When not at work, Brittanie’s favorite things are being a hockey mom and a gymnastics mom!
Breann Andersch | Marketing Administrative AssistantEmail Breann
In 2006, Breann joined our team as a seasonal employee while still in high school. She became a regular team member in 2008 after graduating with honors from Horlick High School. Breann is responsible for all facets of marketing plus scanning, billing and accounts receivable. Breann and Jeff live in Racine with their son, Jeremiah. Outside of work, Breann enjoys shopping and spending time with friends and family.
Tell Me More
I hope you’ll forgive me for being blunt.
I am Jon Neal, I’m a Accountant and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
I’ve put more of my thoughts on these matters in free reports:
CLICK HERE to Access Our Newest Free Reports…
Click the button on this page to request either of these free reports from us, and we’ll rush your copy to you immediately.
Feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Milwaukee Area.”
Talk again soon,
Jon Neal, MST, CPP, CTP[/column]
PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in? I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (414) 325-2040 or email us at Email Us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!