Welcome to Frederick Tax & Accounting
Accountants that deliver more than a great set of books and on-time tax return
Tax Preparation & Planning
Tax-saving strategies that are tailored to your unique situation. Frederick Tax & Accounting will provide personal, one-on-one service and guidance – and offer answers to your important tax-related questions. Our services include:
- Individual and business tax return preparation
- Tax planning and consulting
- Tax compliance
Set up an appointment to discuss your preparation needs.
Accounting & Bookkeeping
Frederick Tax & Accounting brings expert knowledge to relieve you and your staff of in-house bookkeeping and accounting. We want you to grow and prosper. To make this possible we will provide expert advice and tools that you can immediately implement to transform your business.
The best part of working with an accountant, making your business even better.
Set up an appointment to discuss your bookkeeping and accounting needs.
The task of payroll processing, while important is time consuming and can divert you from your core business activities. By allowing us to look after your payroll activity, we free your time to focus on growing your business.
Set up an appointment to discuss your payroll needs.
Committed to Helping You
Our mission is to enable our clients to make more, keep more, and work less.
To fulfill our mission we have a remarkable team of colleagues who bring expert advice and specialties to help small to medium size businesses thrive as the new era businesses they have to become to succeed into the next several decades. Serving our clients with the methods and tools to immediately transform their business, so they can reach their goals. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, Payroll Reporting, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
VISION AND VALUES
Starts with a guiding principle to work together as an integrated team of professionals and provide outstanding accounting, consulting, payroll, and tax services to our clients .
We develop relationships that make a positive difference on our clients’ lives.
QUALITY AND INTEGRITY
We provide an unsurpassed service that, together, deliver premium value to our clients and we uphold the highest standards of integrity, mutual respect and support through our actions.
Certified Public Accountant
Gloria has her Master’s degree in accounting and over two decades of experience working with small to large businesses in various industries. When she is not poring over financial statements or preparing tax returns, she is busy golfing or boating, and is an avid football fan and rarely misses watching games.
Vanessa Ortiz joined the team in 2022 after graduating with an associate degree in accounting. Vanessa started as an administrative Assistant, but quickly worked her way up to becoming our payroll specialist and staff accountant. She is currently working on her bachelor’s degree in accounting, so she can be a more valuable asset to our company and specially our clients.
Vanessa lives in the small city of Delavan with her husband and four children. In her free time, she enjoys attending her kids’ sporting events, musicals, and band concerts. Vanessa also enjoys cooking, reading, and taking long walks with her German Shepherd, Mila.
Brenda Chilvers joined our team in 2022. She has an extensive background in tax, small business startup, and accounting. She obtained her Masters’ degree majoring in business management, accounting, and taxation. She has 30 years of experience in the accounting industry and 20 years in taxation. She has worked her way up from clerical positions which gives her a unique perspective for small businesses in knowing how they operate at every level. She likes to connect with her clients on a personal level to help them navigate through the world of taxes and offers tax savings.
When Brenda is not working, she enjoys time with her husband of 28 years, 7 grandchildren and her 2 puppies: Max and Buddy. Brenda enjoys her time alone by self-pampering and going antique shopping with her friends. While she is with her family, they enjoy going to national tractor pulls, Rock River Thresheree, car shows, and making memories.
Crystal Alvarez is a staff accountant and currently holds an associate degree in business. She joined our team in 2021 as a payroll specialist and advanced to staff accountant and tax preparer. Her background includes working in small businesses to working in a corporate office. With 8 years of accounting experience and 7 years of tax experience, she seeks to meet customer expectations.
While Crystal isn’t working, she enjoys traveling around the world, exploring new restaurants with friends, attending festivals and sport events, and going on hikes and walks with her boyfriend and Golden Retriever, Benji.
1550 E Huebbe Parkway
Beloit, WI 53511