Bob Freese, CPA

Bob joined the firm with over 20 years of experience in public accounting. He brings strategic leadership and serves as a trusted advisor on complex tax matters. Bob builds long-term relationships by learning each client’s unique goals and delivering tailored tax strategies that support growth and financial success. With deep expertise in tax structuring, compliance, and planning, he helps clients navigate changing tax laws and find new ways to enhance tax efficiency. He also guides the tax team’s mentorship and training programs, drives business development, and helps expand the firm’s ability to deliver outstanding value and service.

A graduate of the University of Wisconsin-Whitewater, Bob credits his success to hard work and being open and honest with his colleagues and clients. He enjoys meeting with his clients and taking the time to understand their needs to minimize their tax liability.

Bob was born in Chicago and moved to Wisconsin as a kid. He resides in Menomonee Falls with his wife, Jenny, and their three children. When away from the office, he enjoys a nice round of golf and spending time with family and friends.