Pere Business Center was formed in 1997. We combined the efforts of
three accounting firms and two financial planning firms to establish a
one-stop shopping center to answer your personal and business needs.
The owners and operators of De Pere Business Center include:
Thomas G. Zoeller EA, MST, CFP, Ph.D
is a shareholder of De Pere Business Center and serves as President and
CEO. He has over 25 years experience in business consulting, tax
planning, tax preparation and financial planning. He earned his
Enrollment to Practice Before the Internal Revenue Service designation
during 1986 (the only tax license issued directly by the IRS), the
Accredited Tax Advisor designation in 1991, the Certified Financial
Planner designation during 1988, the Certificate in Accounting during
1976, the Associate Degree in Business during 1977, his Bachelorís
Degree in Business Administration during 1982, completed his Masterís
Degree in Taxation during 1995 and received a Ph.D in Tax Law in 2010.
Tom is an investment advisor representative through
Packerland Brokerage Services, Inc., which is a licensed broker-dealer and registered investment advisor.
Zoeller has co-authored several texts on tax law and has taught before
more than 2,500 tax professionals regarding various tax matters. He has
served as an Adjunct Faculty Member of the College for Financial
Planning instructing both the Income Tax and Estate Tax sections of the
CFP Curriculum. He has also written exam questions that appear on the
Comprehensive Certified Financial Planners Examination for Estate Tax
Robert Phillips, ABA, ATP
is a shareholder of De Pere Business Center and serves as Vice President. He
has over 35 years experience in public accounting, tax planning and
preparation. He received his Accredited Business Accountant status during
1999 and Accredited Tax Preparer status in 2004. With Bobís experience and up to date knowledge of the tax laws Bob proves
to be a true expert for both business and personal income tax related matters.
Michelle is a shareholder and serves as Treasurer of
De Pere Business Center and manages the accounting department. She
has over seven years experience in public accounting, payroll processing and
income tax related matters. She received her Associate Degree in
Accounting with honors in 1999, her Bachelorís Degree in Business
Administration in 2001 and earned EA in 2004. Michelleís knowledge of accounting, computer
systems, payroll tax rules, public accounting and tax related matters
proves invaluable for small business owners.
DePere Business Center LLC.
115 S Broadway St
DePere, WI 54115
Phone (920) 336-0103
Fax (920) 336-1844
Click here for a map.
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Securities offered through Packerland
Brokerage Services, Inc., an unaffiliated entity, Member
FINRA & SIPC.