Business Consulting and Tax Planning in Madison

Results

We work with you on a personal level to determine the best solutions for your unique needs, and then leverage our seasoned expertise to achieve the best possible results with our Business Consulting and Tax Planning services.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

History

Founded in 1990 by three women with vision, ABLRE Tax Associates has the resources and know-how of a large firm, with the personal touch a tax professional that knows you as an individual.

We have an experienced staff which includes CPAs and Enrolled Agents, licensed to practice before the IRS.

Our combined experience gives us specific expertise in:

  • Complex tax situations, including investments and real estate
  • Faculty tax matters, including ramifications of sabbaticals, home office and consulting income
  • Multi-state returns
  • Estates and trusts
  • Returns for clergy members
  • Returns for retired persons
  • Business Consulting

We provide business consulting,  tax planning and preparation services for businesses and individuals around the Madison, Wisconsin, area.

Staff Profiles

Terry L. Klicko, EA

Principal 

Terry is President of ABLRE Tax Associates.  Terry is an Enrolled Agent, licensed to practice before the IRS. He is available year round, his specialties include tax preparation for individuals and small businesses.  Terry is a member of the National Association of Enrolled Agents, National Association of Tax Professionals and National Society of Accountants.

” Our Mission at ABLRE Tax Associates is to provide exceptional service at a reasonablre rate. Every Client is part of the family, not a number.”

“I am extremely proud of the talented and experienced staff we have at ABLRE Tax Associates and look forward to servicing our clients with the personal touch they deserve”

You can reach Terry at:
Phone: 608-662-1333
Email: terryklicko@ablretax.com

Elizabeth A Herbst, CPA

A CPA with over 25 years of tax experience.  Liz is a graduate of the UW-Madison School of Business, with a degree in Accounting.

Liz is available year round, and enjoys meeting with all types of clients.  Her specialties include taxes for Individuals, clergy, small business owners and estates and trusts.

“The best part of my job is meeting with clients.  It’s rewarding when they tell me how much they appreciate my taking care of their tax preparation burden.  It makes tax season easier knowing I have reduced someone else’s stress.”

You can reach Liz at:
Phone:  608-662-1340
Email: lizherbst@ablretax.com

Nell R Ray, EA

One of the founders of the firm, Nell has been preparing tax returns since 1982.  She is an Enrolled Agent, licensed to practice before the IRS.

While she enjoys preparing all types of returns, she has particular interest in clergy taxes, and also in estate and trust returns.

With a bachelors degree in chemistry and a masters degree in biochemistry, Nell has very diverse interests.  Nell especially enjoys traveling and sailing.

You can reach Nell at:
Phone: 608-662-1345
Email: nellray@ablretax.com

William Ferguson, CPA

Bill Ferguson grew up in Southern California, graduated from California State University.  He passed the CPA exam shortly after graduating and worked for Touche Ross (as it was then called) which was, at that time, one of the Big Eight international accounting firms.  After a few years with public accounting he went to work as tax manager for a couple of large, publicly traded corporations-Occidental Petroleum and Purex Corporation.  This was followed by similar tax and accounting positions with smaller corporations.

During this time, he then studied law on his own and passed the California bar exam on the first sitting.  Although he’s never practiced as a lawyer there’s no question that having this legal background has helped immensely in understanding tax law.

In 1980 Mr. Ferguson moved to Minneapolis.  Just got tired of traffic and smog, he said. Welcome to Minneapolis and the frozen tundra.  That’s never bothered me, he says.  I’m part polar bear.  For the next 27 years, Mr. Ferguson was at various times an employee and then a partner with local CPA firms.  He and his partners sold the firm in 2007 and Mr. Ferguson and his family moved to Madison to be near three married daughters and lots of grand kids.

Mr. Ferguson has taught tax and accounting classes in all three states- California, Minnesota, and Wisconsin.  As an Instructor, he says it’s required him to learn how to explain tax laws to people who need guidance but don’t understand the complexity of these laws.

Bill’s an avid golfer and sports fan.

You can reach Bill at:
Phone: 608-662-1347
Email: billferguson@ablretax.com

M. Patricia Kehoe, CPA

Tricia Kehoe joined ABLRE Tax in 2005, following a varied career in industry, government and public accounting.  She began her career in Chicago with a large congolomerate, Beatrice Foods. While working in the law department there, she earned a Masters in Business at Northern Illinois University.  She returned to school in 1988, taking accounting classes and earning her CPA designation in 1990.

Tricia enjoys working with her diverse client base.  She lives in Madison with her husband and son.

You can reach Tricia at:
Phone: 608-662-1341
Email: triciakehoe@ablretax.com

Shirley Roby, EA

Shirley Roby is a long time resident of Madison who has been preparing taxes professionally since 1978.  She became an Enrolled Agent in 1993, and specializes in individual, trust and estate tax returns.

As a former employee of the University of Wisconsin and the Wisconsin Department of Agriculture, she is familiar with state retirement programs and enjoys preparing tax returns for retired individuals.

You can reach Shirley at:
Phone: 608-662-1346
Email: shirleyroby@ablretax.com

Raymond W. Schmitz, Jr.  CPA

Ray was born in Sauk City, WI and a 1954 Graduate of the University of Wisconsin with a BBA Degree in Accounting. During Ray’s storied career, he’s held several high profile positions. After retiring in 1996, he served as a consultant for several companies in Madison and has been a tax preparer for 7 years, the last 4 at ABLRE Tax Associates. Ray has served on the Boards of several Non-Profit Organizations including the University of Wisconsin Football and Basketball booster clubs. Married in 1954, he and his wife Jenny spend as much time as possible with their grandchildren.
You can reach Ray at:
Phone: 608-662-1360
Email:rayschmitz@ablretax.com

Lynda Cantrell, EA

Lynda is an Enrolled Agent with over 13 years of tax experience. She graduated from Central State University, Edmond, OK with a BS in Math/Accounting and a MA in Education. She worked as a secondary school math teacher/administrator for 26 years, then came back to tax preparation after retiring.

Lynda works with all types of clients specializing in individual, small businesses/farms, partnerships and S corporations.

“I enjoy meeting with clients and working with them to prepare their tax return as a stress-free experience. Completing a return to the satisfaction of the client and the tax laws is the reason I enjoy this job. Client satisfaction is my goal.”

You can reach Lynda at:
Phone: 608-662-1350
Email: lyndacantrell@ablretax.com

Julie Plass-Smith, ABA, RTRP

Julie joined ABLRE Tax Associates as a Tax Preparer in 2003 after completing her Associate Degree in Accounting.  She maintains Accredited Business Accountant certification from the Accreditation Council for Accountancy and Taxation.  Julie has also earned her Registered Tax Return Preparer Status.

She really enjoys the preparation of individual tax returns, including sole-proprietors and clergy.  She is available year-round to assist you.

You can reach Julie at:
Phone: 608-662-1334
Email: julieps@ablretax.com