Karelyn Beck, CPA

Principal

Brookfield, WI
Tax Planning & Compliance

As a principal in the firm’s tax department, Karelyn’s duties include working with privately held businesses and their owners on tax planning and compliance. Karelyn specializes in providing expert tax compliance and consulting services for tax-exempt organizations. She also assists in developing and training staff accountants within her department.

With over 20 years of experience in the field, Karelyn has developed expertise in tax planning strategies to assist businesses and individuals in reducing their overall tax liabilities. She has worked with clients in various industries, including manufacturing/distribution, real estate partnerships, health care, and software development.

A graduate of Carroll University, Karelyn’s ability to work with numbers led her to a career in accounting. She enjoys taking the time to understand a client’s financial situation and working to minimize their tax liability. Karelyn credits her career success to hard work and a strong work ethic.

A lifelong Wisconsin resident, Karelyn grew up in New Berlin and now lives in Waukesha with her husband, Randy. She enjoys reading, gardening, scrapbooking, and spending time with family when she is not at work.

Professional Designations & Licenses

Certified Public Accountant (CPA) – Wisconsin

Memberships

American Institute of Certified Public Accountants (AICPA)

Wisconsin Institute of Certified Public Accountants (WICPA)

Education

Carroll University: BBA in Accounting (1997)