Testimonials and recognition

Our open-door policy (and that goes for clients, staff and colleagues) makes these incredibly important conversations part of our constant drive to be the best.

“Wipfli/Howe, Riley & Howe has provided invaluable advice over the past 30+ years which has been a key factor in our firm’s growth. We have also witnessed a similar experience with over 100 mutual clients.”

– President, Investment Advisory Firm

“I own and operate a dental office, have a real estate company and young family so there are quite a few challenges to my tax returns that are all addressed with expert advice. When I have a business/financial concern I call Peter first because I know he will give me an honest answer and not hesitate to get back to me for follow up comments. ”

– Dentist & Owner, Dental Practice, client of 13 years

“Wipfli/HRH always acts in my best interests. They have handled all my business accounting and tax needs as well as involvement in my family’s estate planning and advised me during the sale of my business. I have only positive things to say about their character, integrity and professionalism.”

– Former Owner, Manufacturing Company, client of 25+ years

“We have built a very close working relationship with the people at Wipfli/HRH. We have received excellent service, advice, and attention on many important matters including an IRS audit that was successfully completed without findings. I would not hesitate to recommend Wipfli/HRH to other businesses or individuals.”

– CFO, Technology Company

“Working with their team is a real pleasure. Their knowledge, professionalism, and flexibility in meeting our needs and schedules has made the relationship efficient, productive, and easy to manage.”

– Treasurer, Engineering Consulting Company, client of 15 years

“Wipfli/HRH is an outstanding firm. From basic accounting issues to complex tax questions, Wipfli/HRH has the bench strength and commitment to deliver. They have helped our company grow by supplying skills in a timely and affordable manner that has allowed us to focus on growing our company.”

– CFO, Technology Company, client of one year

“Alison Perrella at Wipfli/HRH has helped us over the past three years with planning stock option exercises and sales. She did thorough analysis and provided numerous illustrations, ultimately pointing us to the most tax efficient and lowest risk plan. In addition, Allison is super responsive, friendly, and a great accountant to work with.”

– Individual Client

“Although we work at different firms, I view Alison Perrella as a valuable member of our clients’ financial team. Her analyses and opinions have been extremely helpful in our clients’ retirement planning, particularly with Roth IRA conversion strategies. She effectively demonstrates the pros and cons of these strategies, and more importantly she is able to communicate the complexities in English to our clients.”

– Wealth Manager, Wealth Management Firm

“As an attorney who advises fiduciaries and sometimes serves as one, I have found the accountants at Wipfli/HRH to be an invaluable resource. They are knowledgeable and responsive. I have worked with several principals at Wipfli/HRH and have found them all to be highly professional and accessible. I am comfortable referring any client to Wipfli/HRH because I know they will be well served.”

– Attorney, Law Firm