How We Got
Started & Why
A family-run operation simplifying tax season for individuals, families, businesses, and HOAs. Trust us for making tax time a little easier, freeing your time for more important life matters.
Tap into 60+ years of combined experience.
Our mission is clear
Help optimize & simplify taxes while building relationships that last.
The PKW Story
Perry Wiseman was born and raised in Omaha, Nebraska, graduating from Creighton University with a degree in Accounting. After quickly attaining his CPA while an Internal Auditor at Kiewit, he realized his desire to forge his own path.
Not long after, Perry started his own firm and has been on a mission to simplify taxes for his clients ever since. Over the last 30 years, he has become more than a trusted tax advisor, but a friend his clients can rely on.
On a perfect day off, Perry would be spending time outside with family in Jackson, Wyoming; maybe with a hammock nap in the backyard at some point.
A team of tax experts
& accounting professionals.
Relying on our experience and taking a long-term approach to your goals, we take time to get to know you. This way, we can help you better plan and execute a tax strategy for more confident financial decision-making.
We provide clarity in complex filings, from family returns to HOA Form 1120-H compliance. Whether you are just getting started or thinking retirement, we are ready to help you prepare for your future.
Common Tax Questions
What types of personal tax deductions are available for individuals? Families?
PKW helps individuals and families navigate personal tax deductions, optimizing benefits like mortgage interest, medical expenses, child tax credits and student loan interest for a comprehensive financial plan. Check out our Resources page for more details.
How does PKW help entrepreneurs and businesses?
Our expertise expands beyond personal taxes because you do. As you start a new business or transition careers to become self-employed, we are there to assist in new business formation, financial planning, tax strategy, or with year-end filing, bookkeeping and payroll services. Review our Services catering to businesses to learn more.
Is having a tax strategy as I plan for retirement important? When and where do I start?
Absolutely, and the timing varies based on your unique situation. Initiating the conversation sooner allows us to navigate various considerations, ensuring a well-crafted, tax-efficient retirement plan. We collaborate closely, optimizing contributions, withdrawals, and tax advantages for a secure future. Explore our Resources page for tips on getting started.
What are the tax implications of selling my home?
Unlocking tax benefits in real estate can be a challenge. While selling a home can bring advantages, it may also trigger unexpected tax implications. Having clarity on these benefits is important to minimize tax effects for a smooth transition in real estate matters. Contact us to learn more.
I'm an independent contractor. Do I need a tax and accounting advisor?
The nuance of self-employment tax can be challenging to keep up with your own, influenced by industry, business structure, and eligible deductions. Working with a CPA ensures strategic compliance while achieving the best financial outcomes. Dive into self-employment confidently with our expert guidance. Schedule a Free Consultation today!
How can a CPA help an HOA save money on taxes?
PKW helps HOAs maximize allowable deductions while keeping operations compliant. From reserve funds to common expense reporting, we provide strategies that reduce tax liability without sacrificing compliance.
Can HOAs choose between Form 1120-H and Form 1120?
We advise HOAs on whether to file Form 1120-H or Form 1120. Most choose 1120-H for its simplicity, though in some cases Form 1120 may reduce taxes. We help boards evaluate both options to ensure the best financial outcome.
What deductions are available for HOAs?
HOAs can maximize deductions for expenses like maintenance, landscaping, utilities, and management fees. Our guidance reduces taxable income while keeping filings compliant with IRS rules and ensuring non-deductible costs are reported correctly.