Carl is Sitzberger & Company’s President where he oversees and manages a multitude of tax issues including:

  • Federal income tax preparation and planning
  • Multistate income tax preparation and planning
  • Estate and gift tax preparation and planning
  • IRS and state audits (income, payroll, sales tax)
  • Alternative minimum tax planning
  • Basis calculations for businesses/investments
  • Compensation/payroll planning
  • Depreciation/179 planning
  • International tax planning
  • Net operating loss carrybacks

Originally from Monroe, Carl moved to Milwaukee to attend UW-Milwaukee where he double majored in accounting and finance, then earned master’s degrees in both accounting and taxation. Rounding out his tax background, he earned a certificate in state and local taxation (SALT certificate). Starting with the firm in 2007, Carl quickly moved through the ranks and became a shareholder in 2013.

He resides in Elm Grove, and in his free time enjoys golfing and shooting sporting clays in the summer along with following the Brewers and Packers.

 

Professional Designations and Affiliations

  • Certified Public Accountant, 2009
  • Certified Valuation Analyst, 2013
  • Member, AICPA
  • Member, WICPA

Education

  • University of Wisconsin-Milwaukee
  • Bachelor of Business Administration – Accounting & Finance
  • Master of Science Degree – Professional Accounting
  • Master of Science Degree in Taxation
  • Graduate Certificate in State and Local Taxation