Broker Check

Team

Small Office Solutions LLC was established in 1998 by Wendi Hall and Geoff Hall to provide accounting and information technology services for small businesses. Often overlooked and underserved by larger companies, Wendi and Geoff wanted to assist those working hard to make their own businesses grow.

As an independent company, our team can provide you with customized solutions for your individual and business tax, investing, and accounting needs. As a Dave Ramsey tax services ELP, we are strong believers in following specific steps towards financial freedom. We provide tax strategies and solutions as an integral part of any financial plan. And, when the time is right, we help select appropriate financial products according to each individual’s goals and risk tolerance.

Our team will help you address:

  • Business best practices
  • Income tax reduction strategies
  • Investing principles and strategies
  • Retirement investing and distribution strategies

Our team can also answer your questions, including:

  • What should I know about my new business?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • How will the recent tax law changes affect me?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Wendi Hall, CPA

Managing Partner

(414) 393-0880 x107

(414) 393-0835

[email protected]

Ms. Hall has been preparing tax returns for individuals and businesses for more than 25 years. She and her partner formed Small Office Solutions LLC to address the accounting and information technology needs of the small business. She...
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Geoff Hall

Partner

(414) 393-0880 x104

(414) 393-0835

[email protected]

One of our founding partners, Geoff specializes in information technology systems. He maintains and updates our entire IT infrastructure, the heart of our operations. Geoff has been working in the IT field for nearly 25 years. Geoff is...
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Mari Griffioen

Bookkeeper

(414) 393-0880 x108

(414) 393-0835

[email protected]

Ms. Griffioen joined Small Office Solutions LLC in September of 2011 as bookkeeper. She translates clients’ monthly financial transactions into usable information, completes sales tax returns, processes payroll, and assists with tax...
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Rebecca Holl

Assistant Tax Preparer

(414) 393-0880 x109

(414) 393-0835

[email protected]

Ms. Holl joined Small Office Solutions in 2015. Her passion for numbers and puzzles are put to good use when preparing individual tax returns. She has a Master’s Degree in Mathematics from Marquette University and Associates Degree in...
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Melissa Stuczynski

Client Relations Coordinator

(414) 393-0880

(414) 393-0835

[email protected]

Melissa joined the Small Office Solutions team in 2017. She provides administrative support to our internal team and our clients. With over 30 years of teaching, training, and technology experience, Melissa is the perfect fit to help...
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