About Us

About our Company

Our mission, vision, and business philosophy

Services

Check out the services we offer

Meet our Team

About our team of professionals

About our Company

About Us

We are a small, local firm providing accounting, bookkeeping, payroll, and tax solutions for individuals and businesses in the Fox Valley and surrounding communities. 

Being a small firm, we are able to provide personal service to each customer and are driven by our core values of honesty, integrity,  and fairness.


Our Mission

 It is the mission of Reliance Accounting and Tax Services to provide small and medium size businesses, their owners, and the community with the tools, support, and knowledge they need in order to reach their financial potential and make wise fiscal decisions. Our team of professionals will help to guide the clients through the many phases of business and personal financial health with knowledge, compassion, and wisdom.  

Our Vision, Goals, and Objective

The goal for Reliance Accounting and Tax Services is to be an industry leader in the Fox Valley and surrounding communities in providing individual tax preparation and planning as well as small business bookkeeping, payroll, tax preparation, and support. It is also the goal of Reliance Accounting and Tax Services to operate a successful business and be good stewards of the resources created within the firm. Objectives in helping to meet this goal and manage the progress of these goals are as follows:

  •  Positive reviews of client satisfaction from clients across all sectors of our target market and within all aspects of our services provided on an annual basis
  •  Opportunities to successfully counsel clients on good financial and tax management policies both within their businesses and within their personal lives 
  •  Create opportunities for Business to Business and Business to Customer networking to help generate new connections

Business Philosophy

 In the day to day decisions, the basic framework that will guide our business dealings, practices, and decisions will be honesty, integrity, fairness, and social responsibility. We will be honest in our dealings with clients, vendors, employees, managers, other professionals, authorities, and the community. We will strive to provide an honest assessment of each client’s unique situation and provide solutions and realistic expectations with them. We will always act with integrity. The managers, employees, and representatives of Reliance Accounting and Tax Services will act in a way that promotes goodwill and ethical standards. We will be fair in all of our dealings and treat people with dignity, respect, and equity in all situations. We will act with social responsibility and do our part to give back to our community, preserve resources, and practice our business in a way that helps the community to prosper. Our business practices, structure, policies, and pricing will reflect our philosophies of honesty, integrity, fairness, and social responsibility. 

Services

Bookkeeping

We offer full-service bookkeeping service for small to medium size companies. Whether you are trying to outsource the accounting functions of your business for economic reasons or you want to focus on the day-to-day operations, you can rely on us to provide you with an accurate portrait of your company. Our bookkeeping services are priced at a flat monthly rate based on the size of your business.

Payroll

When you utilize our payroll services, you receive personalized service. We offer flat rates based on the number of employees for small and medium firms so that you will never be surprised when payroll comes around. Our personalized payroll solutions offer you the freedom to choose what is best for your company. We offer check printing and direct deposit services, tax preparation and filing, and journal entries each payroll to make your life easier. 

Tax Preparation and Filing

We offer tax preparation and filing services for organizations and individuals. We will work with you to make sure you are kept informed every step of the way and offer consultations so that you can make decisions that will have the best tax consequences for you. 

Meet Our Team

Lindsay Sorenson

Lindsay is the owner of Reliance Accounting and Tax Services, LLC. She graduated from the Fox Valley Technical College with an Associate of Applied Science degree in Accounting. She is continuing her accounting education at Lakeland University. In addition, Lindsay also has earned the Enrolled Agent credential with the IRS. 

She has gained tax experience working with a small firm in Oshkosh and Plymouth; and has gained payroll and accounting experience working for a local school system.

In her spare time, she enjoys being outside playing with her animals, bow hunting, and working in the garden.