ACCOUNTING
& INSURANCE
ACCOUNTING & INSURANCE
About the Owner
Meet Adriana Neave (president and owner) the driving force of Neave Accounting and Insurance with over a decade of experience in Financing and specializing in the Accounting and Insurance industry. Adriana has demonstrated her expertise in both fields with professionalism and guidance to all her clients by reassuring them with the best outcome in all their financial needs.
Adriana is a bilingual (Spanish) leader and understands the importance of clear communication, she ensures that language is never a barrier with her client interactions. She believes everyone deserves clear communication and understanding regarding all financial matters.
Adriana holds a Bachelor of Arts in Accounting, Finance, and Spanish. She graduated from the University of Wisconsin Parkside, showcasing her academic knowledge and multi-disciplinary approach to the financial fields. Her extensive experience spans over various industries, giving her a broad perspective on businesses’ unique challenges from taxes, billing, and liability prevention etc.
Beyond her role in accounting and insurance, Ms. Neave extends her expertise to consulting and guidance for business start-ups. Her passion for helping businesses thrive is evident in her commitment to offering services and strategic insights that contribute to the success of her clients.
Under Adriana’s leadership her team and herself exemplify excellence by offering clients a full range of financial expertise. She is a leader who services her community to the highest standards.
Adriana Neave, Accountant
A little more
About Us
Welcome to Neave Accounting and Insurance, a full-service accounting firm and independent insurance agency. At Neave Accounting and Insurance, we take pride in offering a comprehensive suite of financial services. From meticulous tax preparation and accounting solutions to a diverse range of insurance products, we cater to the needs of individuals, business owners, and independent professionals.
What sets us apart is our commitment to being bilingual, ensuring that language is never a barrier to understanding and meeting your financial goals. Our team of dedicated professionals is fluent in Spanish, providing a personalized and inclusive experience.
Whether you’re an individual looking for tax assistance, a business owner needing comprehensive accounting services, or an independent professional seeking tailored insurance coverage, Neave Accounting and Insurance is your trusted partner under one roof. Experience the convenience of consolidated financial services with a team that values excellence and understands the unique needs of our diverse clientele.
Americans have filed their federal tax returns in 2023
Drivers carry car insurance yearly in the U.S.
What we can do for you
Our Services
At Neave Accounting and Insurance, we pride ourselves on being a full-service accounting firm and independent insurance agency. Our comprehensive range of services is designed to meet the diverse financial needs of individuals, business owners, and independent professionals.
At Neave Accounting and Insurance, we deliver high-quality and affordable tax preparation services throughout the year. We aim to alleviate the frustration and concern associated with tax filing by accurately preparing your business and personal tax returns.
We go the extra mile to identify every tax credit and deduction you rightfully deserve, aiming to minimize your tax liability by law. Additionally, our commitment extends beyond tax season as we proactively monitor tax and legal changes that may impact you throughout the year.
Trust Neave Accounting and Insurance to provide meticulous tax preparation services, offering you peace of mind and confidence in your financial compliance.
Tax Preparation Services:
- Individual Tax Preparation
- Business Tax Return Preparation
- Partnership & Corporate Tax Preparation
- Out-of-State Returns
At Neave Accounting and Insurance, we offer a streamlined payroll service designed to reduce the time and effort you spend on payroll administration. Our comprehensive payroll processing includes preparing payroll checks and detailed reports, ensuring timely and accurate payment to your employees.
Our commitment extends beyond timely payments – we also prioritize your compliance with all regulations governing the calculation, filing, depositing, and reconciliation of payroll taxes. With Neave Accounting and Insurance, you can trust that your payroll processes are handled efficiently and in full accordance with regulatory requirements.
Payroll Services:
- Checks or Direct Deposit for Your Employees
- Federal Tax Liabilities
- State & Local Tax Liabilities
- Unemployment Tax Liabilities
- Quarterly Tax Forms
- Year-End Tax Forms
- Customized Payroll Reports
- Tax Deposit Services
- W-2s and 1099s
Businesses rely on precise and insightful financial information from start-ups to well-established enterprises to ensure profitability and seize new opportunities. At Neave Accounting and Insurance, we are dedicated to guiding you toward these objectives through meticulous record-keeping, comprehensive reporting, and expert support on financial matters.
Bookkeeping Services:
- Bookkeeping:
We ensure that your chart of accounts is tailored to your business, providing an accurate reflection in your financial reports.
- Reconciliation:
Our bank reconciliation services guarantee alignment between every deposit and withdrawal and your accounting records. This critical assessment identifies discrepancies such as lost deposits, unauthorized transactions, and inappropriate bank fees, fostering financial accuracy.
- Financial Statements:
We prepare a complete set of financial statements, providing a comprehensive view of your business’s health.
- Balance Sheet:
- A snapshot of your overall financial condition at month, quarter, and year-end, including your investment/equity in the company.
- Income Statement (Profit and Loss Statement):
- Summarizes revenues, expenses, and net profits, offering insights into the operating performance of your business.
- Prior Year Comparison:
- Identifies trouble spots in your revenue stream or spending patterns through a comparative analysis.
- Cash Flow Statement:
- Illustrates how changes in your Balance Sheet and Income Statement impact your available cash, providing a crucial perspective on your financial liquidity.
At Neave Accounting and Insurance, we are committed to delivering accurate financial insights to empower your business decisions.
The choice of your business entity significantly influences your tax obligations and other liabilities, shaping your financial landscape from inception to growth. At Neave Accounting and Insurance, we provide expert guidance to navigate this critical aspect of your business journey. Our team can advise you on selecting the most suitable entity type and assist in the seamless setup of your company, ensuring a strong foundation for your ongoing success.
Business Entity Selection:
- Sole Proprietorship
- Partnership
- Corporation (includes S Corp)
- Limited Liability Company (LLC)
At Neave Accounting and Insurance, we specialize in facilitating the ITIN application and renewal process. An Individual Taxpayer Identification Number (ITIN) is a crucial tax processing identifier issued by the Internal Revenue Service (IRS). It is designed for individuals who need to report income but are ineligible to obtain a Social Security Number from the Social Security Administration.
Our founder, Adriana, is a Certifying Acceptance Agent (CAA) authorized by the IRS. In this capacity, Adriana is empowered to submit Form W-7 on behalf of applicants without the need for original documents supporting foreign status and identity. This authorization streamlines the ITIN application process, ensuring efficiency and compliance with U.S. tax laws. Trust Neave Accounting and Insurance for expert assistance in navigating the complexities of ITIN application and renewal.
At Neave Accounting and Insurance, we have a commissioned notary public on our staff, prepared to assist you promptly and efficiently with notarizing your business or personal documents. Trust us for reliable and professional notary services to meet your documentation needs.
Unlock seamless communication with our Vital Records Translation Services.
Our team specializes in translating vital documents to and from Spanish and English only. Whether it’s birth certificates, marriage licenses, or other essential records, accurate and confidential translations. Ensure clarity and compliance with our expert services tailored to meet your language needs.
As an independent agency, Neave Accounting and Insurance is dedicated to assisting you in securing affordable and reliable insurance products from a diverse range of trusted carriers. Our goal is to tailor the perfect combination of coverage and price to suit your unique needs. Count on us to provide multiple insurance quotes, offering various coverage options from top-rated personal and business insurance companies, ensuring you make informed and optimal choices for your insurance requirements.
Personal Insurance:
- Homeowners/ Condo/ Renters Insurance
- Dwelling Insurance
- Auto Insurance
- Mexico Auto Insurance
- Boat & Watercraft Insurance
- Motorcycle Insurance
- ATV Insurance
- Snowmobile Insurance
As an independent agency, Neave Accounting and Insurance is dedicated to assisting you in securing affordable and reliable insurance products from a diverse range of trusted carriers. Our goal is to tailor the perfect combination of coverage and price to suit your unique needs. Count on us to provide multiple insurance quotes, offering various coverage options from top-rated personal and business insurance companies, ensuring you make informed and optimal choices for your insurance requirements.
Business Insurance:
- Business Auto Insurance
- Business Owners Policy
- Commercial General Liability
- Commercial Package Policy
- Commercial Property Insurance
- Commercial Umbrella Insurance
- Worker’s Compensation Insurance
- Employment Practiced Liability Insurance
- Bonds
Client Testimonials
For the past few years Adriana has helped prepare my taxes. She is always prompt, friendly, and professional. She goes above and beyond by helping me improve my own accounting to make the process faster and more efficient for the following year. She is truly an expert in her field.
Elisa Rocha
Amazing Customer Service, Bilingual & 100% reliable. I go to Adriana for everything finance, insurance and tax related. She walked me through every step of registering my LLC, helped me insure my properties and vehicles and is very knowledgeable when it comes to anything in the tax preparation world. She has built a team of people who are not only well-trained but also exceptionally prompt, professional and kind. I feel comfortable recommending my friends and family to Adriana and her team of experts knowing that they will be in excellent hands with a bilingual staff who cares and serves our community. Thank you, Adriana!
Cristina Soria
Increíble servicio al cliente, bilingüe y 100% confiable. Acudo a Adriana para todo lo relacionado con finanzas, seguros e impuestos. Ella me acompañó en cada paso del registro de mi negocio, me ayudó a asegurar mis propiedades y vehículos y tiene mucho conocimiento en todo lo relacionado con la preparación de impuestos. Ha formado un equipo de personas que no sólo tienen buen conocimiento sino también son excepcionalmente rápidas, profesionales y amables. Me siento cómoda recomendando a mis amigos y familiares con Adriana y su equipo de expertos sabiendo que estarán en excelentes manos con un personal bilingüe que se preocupa y sirve a nuestra comunidad. ¡Gracias Adriana!
Cristina Soria
Mi nombre es Julieta y he sido cliente de esta oficina por más de 10 años, desde declaración de impuestos, seguros para mis vehículos y casa, hasta traducciones y notarizaciones. Todo fue hecho con profesionalismo y siempre he sido tratada con respeto, siempre se ha destacado por las ganas de ayudar en cualquier situación con lo que vaya a buscar ayuda, gracias por su atención, espero seguir contando con sus servicios por muchos años más.
Julieta Cervantes
I'm so glad I found Neave Accounting and Insurance to help me with the start of my business! The staff is very professional and extremely helpful. All my Insurances, payroll and taxes are taken care of. Any questions or concerns are always answered to give me the Peace of mind I need.
Dayna Laurenzi
I would like to thank Neave Accounting and Insurance for their excellent accounting work done for our personal and businesses.
Cinthya Garcia
I have been working with Adriana and her accounting firm for over 10 years. She has done my tax preparation every year. Her and her staff are very friendly and easy to work with. She goes above and beyond to make sure her clients are happy and I trust all the work she has done for me.
Anna Raimondi
Whether I have a simple tax question or a complex tax situation at any time of the year, I know I will receive prompt and thorough service. Adriana's knowledge of proper and up-to-date accounting practices, along with her ability to get a quick grasp of my personal situation, allows for a personalized service tailored to my specific needs. I can also trust my individual insurance needs at a fair price. Her staff is always welcoming and helpful. I would not trust any other team!
Ana Murguia Espino
I have worked with Neave Accounting & Insurance for the past 10 years. Adriana Neave and her team are dedicated to serving their community. Neave’s Accounting & Insurance has been instrumental to the Spanish Speaking community in helping them understand all of their financial questions. Adriana has always processed my taxes fast and efficiently; I have never had any issues when she has processed my taxes. Adriana and her team have been very responsive, proactive and supportive with great customer service. I value the relationship I have built with the company and plan on doing business with them for as long as I can.
Maria Villalobos
My name is Danny Aranda, I am the owner of Marz Care, LLC, which offers health insurance products in southeastern Wisconsin. As a small business owner, I felt that it was very important to find a company who offers solid tax preparation services and advice. I can honestly say I found that through Neave Accounting and Insurance after working with them over the last 6 years. I have had plenty of questions over the years about credits, deduction and tax forms. They were all answered in a timely and professional way. Adriana and her team are very knowledgeable and offer great customer service. If you are in southeastern Wisconsin and are looking for tax preparation services or insurance services, I wouldn’t hesitate to give the Neave Accounting and Insurance office a call.
Danny Aranda
I've been working with Adriana for years, and I'm beyond satisfied with her expertise and service. She's been handling my tax preparations with care and precision, and I'm so grateful for her knowledge and dedication. Her attention to detail and expertise have been invaluable to my financial well-being. I would highly recommend her to anyone looking for a trustworthy and highly skilled accountant!
Jen Greco
Highly recommended! Adriana Neave has consistently provided excellent service with competitive rates. As a bilingual professional, she ensures clear communication for my diverse clientele. Her expertise extends beyond standard services; she has guided numerous business owners through complex tax matters, proving invaluable in their financial success. Trustworthy, knowledgeable, and bilingual – she's the go-to agent for all your tax and insurance needs!"
Veronica Flores
I’ve been going to Adriana since 2020. She has helped me organize my business and understand all the essential fundamentals. I feel 100% safe with her with my business taxes. I have learned so much from her and will never go to anyone else.
Ashley Crucinalli
Lorem Ipsum Dolor Sit Amet
Our Team
Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt.
Jack Smith
Criminal LawMacy Jensen
Legal CounselSamual Jackson
Auto LawJared Swanson
General LawPlease Leave us a Review!
Looking for more information from us?
Contact Us!
Please use the below form to send us a message so we can get in contact with you!