Lisa A. Pugel, EA, IAR
Established in 1989 by its founders Larry & Diane Burger. After many years of dedicated service with the Wisconsin Air National Guard – 128th Air Refueling Wing in Milwaukee, WI, Larry and Diane retired from the military and ventured into small business entrepreneurship. They purchased, remodeled, and opened an office in the front suite of The Grand Theater Building (Established 1913), in South Milwaukee, WI. It was in these early years the firm provided personal and business income tax preparation and tax planning. After its establishment and continued growth, new staff was hired, more office space was added, and the firm began to accomplish what most small businesses envy – that is growth, dedicated clients, quality service, and an excellent reputation in a great community. As additional staff came on board, Diane and Larry ventured into retirement. It was at this time their daughter and employee since 1989, Lisa Pugel (f.k.a. Lisa Klatt), began actively managing the South Milwaukee location. Lisa is now the acting President of D.B. Tax & Wealth and providing services to clients from communities over Southeastern Wisconsin.
During the first few years Lisa owned the firm, she implemented new technologies that gave the office the ability to work more efficiently with the taxing agencies. These advancements allowed for the firm to process faster returns with even faster refunds. And more importantly, without sacrificing quality. In addition, Lisa brought new services to the firm which included comprehensive financial and tax planning, payroll and small business bookkeeping, insurance services, education planning and estate planning. All of these services are still provided today by a dedicated staff with decades of experience.
It was within the next year Lisa purchased The Grand Theater Building and began a major remodeling and renovation process adding more than 4500 square feet of office space. You can still see the reminisce of the old movie theater as you pass through the hallway and glance upwards to see the architectural features of the old theater. It was in 2009 that the last of the interior renovations occurred (adding loft living space in the upper unit) and the exterior facade was given a tremendous face lift as it is now one of the most beautiful buildings on Milwaukee Avenue.
To date, the firm has processed more than 65,000 Personal Income Tax, Corporate, Partnership, Proprietorship, and Fiduciary Tax Returns. We not only prepare these returns, but we stand behind them with 100% accuracy guarantee. No additional insurance is required to be purchased because D.B. Tax provides this guarantee at no extra cost to our clients. We have Enrolled Agents on staff to represent clients in any situation. Our staff has either begun the process or passed the Special Enrollment Examination (SEE) process to become an Enrolled Agent. This 3 part examinations provides us the privilege of practicing (representing taxpayers) before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.
After being in business for more than 30 years, we find our greatest accomplishment is maintaining superior client relationships while giving our clients the confidence they need to provide us with quality referrals. To those existing clients, thank you for your continued support. For those looking to build a new relationship, we would love to have the opportunity to work with you!