Elevate Accounting LLC

Closed ⋅ Opens 8 am
8 am–3 pm
Temporarily closed
Closed on Friday, Saturday, Sunday

Elevate Accounting, LLC was established in 2021. At Elevate Accounting, clients will experience “next level CPAs and advisors”. The firm takes a proactive approach in providing services that deliver value to clients above-and-beyond the numbers. Our team members take a deeper dive into the numbers and provide consulting services, paired with unique ideas and strategies, designed to help our clients achieve their goals. The owners, Chad and Joel, pride themselves in being not-your-typical accountants. They are personable, knowledgeable, and responsive to their clients’ needs. At Elevate Accounting, clients can expect large firm experience, in a small firm atmosphere.

Services

Accounting firm

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance

Business Hours

Monday: 8 am–3 pm
Tuesday: 8 am–3 pm
Wednesday: 8 am–3 pm
Thursday: 8 am–3 pm
Friday: Closed
Saturday: Closed
Sunday: Closed

Find Us on Google Maps

2214 Omro Rd, Oshkosh, WI 54904, United States

Customer Reviews

Reviews

5(23 reviews)

Sydney Otis

May 29, 2024on

Chad was wonderful to work with! He explained everything, answered all of our questions, and provided top-notch service! Highly recommend him!

Ryan Penzenstadler

May 7, 2024on

Dale Both

May 7, 2024on

This is my third tax year working with Chad. He is excellent about explaining things. I have complete trust in him.

Mark Kainz

May 7, 2024on

Great communication, quick to answer questions, easy to work with, quality work

Debra Gonyo

May 7, 2024on

Rick and Gina Panske

Apr 17, 2024on

Chad is a valued business partner. His knowledge of real estate helps make sure we understand the tax implications of renting and flipping. Chad also helps answer tax questions and with tax planning throughout the year. Elevate also makes it easy to securely share files electronically.

Jillian Rotzenberg, LPC

Apr 7, 2024on

Elevate staff were so welcoming and knowledgeable to work with. Their skills gave us the reassurance that we needed for our taxes to be done efficiently and appropriately. We will continue to use Elevate in years to come.

Samantha Schlieve

Apr 7, 2024on

Joel, is amazing to work with. Always answers my questions in a timely manner even in the middle of tax season. Completes my small business returns quickly - even when I get them to him at the last minute.

Keith Kickliter

Apr 7, 2024on

Chad did a great job sorting our stuff from out of state, then getting us set for WI. Will recommend him, and his staff, every chance I get!

Long Nguyen

Mar 30, 2024on

Chad was great. Quick responses. Very knowledgeable. Headache free process. Everything was streamlined, done all online or can drop things off in person. Would highly recommend and we’ll be back next year.

Beth Westfahl

Mar 27, 2024on

Chad Durkee and his team at Elevate Accounting make tax filing painless for me! Everyone at the firm is so helpful and knowledgeable, and they answer my questions quickly and thoroughly. Many thanks!

Jenny Menning

Mar 18, 2024on

Chad Durkee and his group do an amazing job for us every year. They have found all possible discounts and tax savings for us, and he understands the tax laws completely. Great service, and very fast turnaround time for all questions we have along the way.