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Peter Jacobsen Email & Phone Number

Managing member at Peter J. Jacobsen, CPA, CGMA, LLC

Location: Oak Creek, Wisconsin, United States 4 work roles 3 schools

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Current company

Peter J. Jacobsen, CPA, CGMA, LLC

Role

Managing member

Location

Oak Creek, Wisconsin, United States

Who is Peter Jacobsen? Overview

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Quick answer

Peter Jacobsen is listed as Managing member at Peter J. Jacobsen, CPA, CGMA, LLC, based in Oak Creek, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Peter Jacobsen.

Peter Jacobsen previously worked as Principal at Vrakas Cpas + Advisors and Co Owner / Co Managing Partner at Radke | Schlesner Cpas. Peter Jacobsen holds Bachelor’S Degree, Business Administration And Management, General (With A Managerial Accounting Emphasis) from Carroll University.

Profile bio

About Peter Jacobsen

Peter Jacobsen is a Managing member at Peter J. Jacobsen, CPA, CGMA, LLC. He possess expertise in business best practices, income strategies, tax efficiency analysis, succession planning, retirement planning and 15 more skills.

Listed skills include Business Best Practices, Income Strategies, Tax Efficiency Analysis, Succession Planning, and 16 others.

Current workplace

Peter Jacobsen's current company

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Peter J. Jacobsen, Cpa, Cgma, Llc

Managing member

4 roles · 47 years

Peter Jacobsen work experience

A career timeline built from the work history available for this profile.

Managing Member

Current

Peter J. Jacobsen, Cpa, Cgma, Llc

Oak Creek, Wi

Jun 2019 - Present

Principal

Vrakas Cpas + Advisors

Brookfield, Wi

Radke | Schlesner CPAs merged with Vrakas CPAs + Advisors in December of 2017

Dec 2017 - May 2019

Co Owner / Co Managing Partner

Radke | Schlesner Cpas

Milwaukee, Wi

Co-owned and co-managed Radke | Schlesner CPAs. Championed ongoing technology advances within the firm.Radke | Schlesner CPAs was an accounting, tax, and business advisory practice. The firm served tax and accounting needs of both individuals and businesses. There is a very good chance that your other professional advisors knew and respected it's services. Radke | Schlesner CPAs enjoyed serving clients by also working closely with their bankers, lawyers, insurance advisors, investment advisors, real estate agents ... etc.Advisory Services, available to businesses and individuals, included:Business Advising / PlanningBusiness Best PracticesIncome StrategiesTax Efficiency AnalysisSuccession PlanningRetirement PlanningQuickBooks Pro AdvisorsTraditional Accounting and Tax Compliance Services available from Radke | Schlesner CPAs included:Preparation of financial statementsCompilation of financial statementsReview of financial statementsQuickBooks training and supportIntuit QuickBooks Enterprise training and supportSage 50 Peachtree supportIncome tax projection and planningEstate and trust consulting and supportBusiness valuationPreparation of business and individual income tax returnsMulti-state income tax preparation and planningAssist individuals and businesses with IRS and WDOR income tax and sales tax auditsPreparation of prospective financial statements (forecasts, projections, and budgets)PayrollBookkeepingFull Charge BookkeepingController services (temporary or permanent)

1983 - 2017 ~34 yrs

Staff Accountant

Alan E. Demerritt, Cpa

Waukesha, Wi

Preparation of compiled financial statementsAuditing assistantPreparation of income, payroll, excise, and personal property tax returnsImplementation of firm technology - a Burroughs B1000 Series small business machine ... lol

1980 - 1983 ~3 yrs

3 education records

Peter Jacobsen education

Bachelor’S Degree, Business Administration And Management, General (With A Managerial Accounting Emphasis)

Carroll University

High School

Bay View High School, Milwaukee, Wi

Accounting

University Of Wisconsin-Milwaukee

Completion of Advanced Accounting and Auditing coursework as required to sit for the Uniform CPA Exam. UWM kindly granted a special.

FAQ

Frequently asked questions about Peter Jacobsen

Quick answers generated from the profile data available on this page.

What company does Peter Jacobsen work for?

Peter Jacobsen works for Peter J. Jacobsen, CPA, CGMA, LLC.

What is Peter Jacobsen's role at Peter J. Jacobsen, CPA, CGMA, LLC?

Peter Jacobsen is listed as Managing member at Peter J. Jacobsen, CPA, CGMA, LLC.

Where is Peter Jacobsen based?

Peter Jacobsen is based in Oak Creek, Wisconsin, United States while working with Peter J. Jacobsen, CPA, CGMA, LLC.

What companies has Peter Jacobsen worked for?

Peter Jacobsen has worked for Peter J. Jacobsen, Cpa, Cgma, Llc, Vrakas Cpas + Advisors, Radke | Schlesner Cpas, and Alan E. Demerritt, Cpa.

How can I contact Peter Jacobsen?

You can use AeroLeads to view verified contact signals for Peter Jacobsen at Peter J. Jacobsen, CPA, CGMA, LLC, including work email, phone, and LinkedIn data when available.

What schools did Peter Jacobsen attend?

Peter Jacobsen holds Bachelor’S Degree, Business Administration And Management, General (With A Managerial Accounting Emphasis) from Carroll University.

What skills is Peter Jacobsen known for?

Peter Jacobsen is listed with skills including Business Best Practices, Income Strategies, Tax Efficiency Analysis, Succession Planning, Retirement Planning, Preparation Of Financial Statements, Compilation Of Financial Statements, and Review Of Financial Statements.

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