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The Story of DB Tax & Wealth

The Beginning

Established in 1989 by its founders Larry & Diane Burger. After many years of dedicated service with the Wisconsin Air National Guard – 128th Air Refueling Wing in Milwaukee, WI, Larry and Diane retired from the military and ventured into small business entrepreneurship. After its establishment and continued growth, new staff was hired, more office space was added, and the firm began to accomplish what most small businesses envy – that is growth, dedicated clients, quality service, and an excellent reputation in a great community. In 1994, Diane and Larry retired and their daughter Lisa Pugel, began actively managing the South Milwaukee location.

Lisa brought new services to the firm which included comprehensive financial and tax planning, payroll and small business bookkeeping, insurance services, education planning and estate planning. All of these services are still provided today by a dedicated staff with decades of experience.

Today

Our firm started as a tax and accounting shop, and these services are still foundational to how we help clients today. Whether you’re a business owner needing operational support or an individual needing tax preparation services, we offer the added benefit of being able to handle your personal and professional tax needs as well as a financial plan, investment portfolio, and accounting and bookkeeping all under one roof.

Based on our recent merger with Small Office Solutions, Wehring Wealth Management and DB Tax & Wealth – we believe we’re in the best possible position to help our clients make confident financial and tax decisions for their businesses and families.