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What is Davette Lynne Hrabak, CPA, CFE, CBM, ATP, ATA, ABA, ECS?
Davette Lynne Hrabak is a solo certified public accountant (CPA) practicing in Phillips, Wisconsin. Her listed credentials also include Certified Fraud Examiner (CFE), Certified Business Manager (CBM), Accredited Tax Preparer (ATP), Accredited Tax Advisor (ATA), Accredited Business Accountant (ABA), and Elder Care Specialist (ECS). She is a member of the WICPA, AICPA, and the Association of Certified Fraud Examiners.
The practice is built around direct, one-person service. According to the site, clients deal with her rather than a secretary: she greets people at the door, answers the phone herself, and handles the paperwork. That matters most to owners of small businesses, retirees, and individuals who want continuity and a familiar point of contact rather than a rotating team.
Services listed
- Auditing
- Consulting
- Bookkeeping
- Payroll
- Business start-up services
- Tax preparation, including electronic filing
Who it tends to suit
A good fit if you run a small business or farm in or near Phillips and want bookkeeping, payroll, and tax filing handled by one accountable person, or if you want an accountant who also brings a fraud-examination and elder-care background to financial matters. A weaker fit if you need a large firm with multiple partners, staff coverage during absences, or specialized corporate and international work.
Next step
Before calling, list your entity type, whether you need payroll or bookkeeping alongside the return, and your filing deadlines. Ask directly how she handles capacity during tax season, how records are delivered and returned, and whether she can take on your specific industry—those answers will tell you more than the credential list alone.
How do I schedule a tax preparation appointment with Davette Lynne Hrabak's office in Phillips, Wisconsin?
The site presents the practice as a direct-to-accountant office rather than a firm with a reception desk: the page states that Davette greets clients herself, answers the phone herself, and handles the paperwork, so scheduling is meant to happen by contacting her directly rather than through a booking portal or an intake coordinator.
What the site itself tells you
- The navigation includes a Contact page, which is the intended starting point for reaching the office.
- The phone line is described as answered by Davette personally, so a call is the most direct route described.
- The office is based in Phillips, Wisconsin, and serves clients with tax preparation, including electronic filing, plus auditing, consulting, bookkeeping, payroll, and business start-up services.
- No online scheduling tool, appointment form, or calendar link is presented, so don't expect to pick a slot on the website.
A practical way to request an appointment
- Open the Contact page on Davette Lynne Hrabak, CPA and use the phone number or email listed there.
- Say you want a tax preparation appointment, and state whether it is for an individual return or a business return.
- Mention the tax year, whether you have self-employment, rental, investment, or payroll activity, and whether you were a prior client.
- Ask what to bring and whether documents can be dropped off, mailed, or sent electronically before the meeting.
- Ask about turnaround timing if you have a filing deadline or extension decision pending.
What to have ready before you call
- Prior-year return and any IRS or Wisconsin notices
- W-2s, 1099s, K-1s, and records of estimated payments
- Business books, payroll reports, or a trial balance if the return covers a business
- Receipts for deductions you plan to claim, organized by category
- A short list of questions, especially about entity choice, estimated taxes, or audit exposure
How to judge whether this office fits
This practice suits someone in or near Phillips who wants one consistent person handling the return year after year, values being able to reach the accountant directly, and is comfortable with a small-office arrangement. It is a weaker fit if you need a large team, evening or weekend portal-based scheduling, or advisory work tied to a multi-state corporate structure.
For general context on what a CPA does and how to prepare records, the AICPA and the WICPA publish consumer-facing guidance; the site notes membership in both, along with the Association of Certified Fraud Examiners. If you are comparing local preparers, ask each office the same three questions: who actually prepares and signs the return, what the fee structure is, and how they handle questions after filing.
What small business bookkeeping and payroll services does Davette Lynne Hrabak offer?
Davette Lynne Hrabak’s Phillips, Wisconsin practice lists bookkeeping and payroll among its core services, alongside auditing, consulting, business start-up services, and tax preparation with electronic filing. She holds CPA, CFE, CBM, ATP, ATA, ABA, and ECS credentials, and the site presents the practice as a solo, hands-on office: the same person who greets you handles your paperwork, rather than passing it to a secretary.
What this means in practice
Bookkeeping. The site groups bookkeeping with the rest of the accounting work rather than describing a separate software or monthly-package product. For a small business, that usually means recording income and expenses, reconciling accounts, and keeping records in a state that supports year-end tax preparation and, if needed, an audit or review. Because tax preparation sits in the same office, the bookkeeping and the return are handled by one person who already knows the books.
Payroll. Payroll is listed as a service but no detail is given on processing schedules, direct deposit, or which filing responsibilities are included. If you need payroll, treat the list as a starting point and confirm specifics directly.
Related services worth noting. Auditing and consulting point to work beyond routine compliance, and the CFE (Certified Fraud Examiner) credential suggests the practice can handle fraud-related or investigative engagements. Business start-up services are useful if you are forming an entity and want the bookkeeping set up correctly from the first transaction.
Who this suits
- Owners of small businesses in or near Phillips, Wisconsin who want one local contact for books, payroll, and taxes.
- Clients who value speaking to the practitioner rather than a front desk or a rotating team.
- Situations where bookkeeping needs to feed into an audit, consulting question, or fraud concern.
Who might look elsewhere
- Businesses that need a large team, 24-hour support, or a dedicated payroll department.
- Companies wanting published, tiered pricing online; the site does not display rates.
Next step
Before calling, write down your entity type, average monthly transaction volume, number of employees and pay frequency, and whether you file sales tax. Ask three questions: who actually performs the bookkeeping and payroll each month, what deadlines and filings are included, and how records are delivered to you. For a second opinion on credentials or to check a practitioner’s license status, the AICPA and WICPA are the professional bodies named on the site.
How can Davette Lynne Hrabak's fraud examiner credentials help my business?
Her CFE (Certified Fraud Examiner) credential matters most if you want a CPA who thinks about where money can go missing, not just whether the return gets filed. That's a different lens from routine tax prep: it applies to internal controls, cash handling, vendor payments, expense reimbursements and the records that would support a claim if something looked wrong. For a small business, the practical value is usually preventive — someone who can look at how you take in money, who approves payments and who reconciles the bank account, then point out the gaps before they're exploited.
Concrete ways that helps:
- Segregation of duties review. In a shop where one person opens the mail, deposits checks and reconciles the statement, that's the classic setup for undetected theft. A fraud-trained reviewer spots it quickly.
- Cash and payroll controls. Daily cash counts, tip reporting, void and refund logs, and who can add or change an employee in the payroll system.
- Vendor and payment risk. Duplicate invoices, changed bank details, payments to addresses that match an employee's.
- Documentation habits. If a dispute or insurance claim ever arises, contemporaneous records and a clear paper trail carry far more weight than reconstructed ones.
- A second set of eyes. An owner who is too close to the books, or too trusting of a long-time employee, benefits from an outside review on a set schedule.
The trade-off is scope. Fraud examination is not the same as a full forensic investigation, and a review is not an audit opinion; if you suspect active theft, you may also need legal counsel and, depending on the situation, law enforcement or an insurance claim. Ask directly what a review would cover, what it would cost, and what you'd receive in writing.
The other credentials listed — CPA, Accredited Tax Preparer, Accredited Tax Advisor, Accredited Business Accountant, Certified Business Manager and Elder Care Specialist — suggest one person can cover tax, bookkeeping, payroll and business start-up questions alongside the fraud-focused work, which suits a small business that prefers a single point of contact over being routed through staff. The site states she handles client matters personally rather than through a secretary, so ask whether that holds as your account grows and who covers deadlines during tax season.
A useful next step: before you call, write down your three biggest money-handling weak points — for example, who signs checks, who reconciles the account, and whether anyone reviews the owner's own expenses. Bring that list and ask which of them a fraud-focused review would address first. If you want a general sense of what a CFE designation involves, see Association of Certified Fraud Examiners.
What should I bring to my first meeting with Davette Lynne Hrabak for tax return preparation?
Bring documents that establish who you are, what you earned, what you paid, and what changed since last year. The site describes her practice as personal, hands-on tax preparation and accounting in Phillips, Wisconsin, with tax preparation and electronic filing among the services listed, so a complete first packet lets her start the return rather than spend the meeting collecting basics.
Core documents for nearly everyone
- Photo ID and, if you have one, your Social Security card or ITIN letter.
- Last year's filed federal and Wisconsin return, plus any carryforward worksheets.
- Income statements: W-2s, 1099-NEC/1099-MISC, 1099-INT/DIV, 1099-R, SSA-1099, 1099-K, and brokerage or crypto gain/loss statements.
- Adjustments and credits: mortgage interest (1098), property tax, charitable receipts, tuition (1098-T), student loan interest (1098-E), child care costs and provider information, and estimated tax payments.
- Banking information for direct deposit or payment, including routing and account numbers.
- IRS or Wisconsin notices, letters, or identity-protection PINs received during the year.
If you are self-employed or run a business
- Profit and loss summary, expense receipts or categorized statements, mileage log, home office measurements, and asset purchases.
- Payroll records, contractor 1099s, sales tax filings, and prior business returns.
- Formation documents, EIN letter, and any lease or loan agreements.
If life changed this year
- Marriage or divorce decree, new dependent records, adoption or birth documents, retirement or disability notices, inheritance or gift records, and education or moving expense details.
A practical way to prepare
Sort everything into labeled folders — income, expenses, credits, prior-year, notices — and write a one-page list of questions. If you are unsure whether a document matters, bring it; a quick review is faster than a follow-up call. For a concrete example, a Phillips-area sole proprietor might arrive with a mileage log, a summary of Square deposits, receipts for a new laptop, last year's return, and a question about quarterly estimated payments.
What to expect from the first meeting
The site emphasizes direct access: the description says you will not talk to a secretary and that she greets clients personally, handles paperwork, and looks for the most favorable tax situation. That suggests the first meeting is a working session, not a handoff, so arrive organized and ready to discuss your goals for the year ahead.
For general context on what records to keep, the IRS has plain-language guidance at IRS. To verify a CPA's license status, Wisconsin's credential lookup is at Wisconsin DSPS.
Does Davette Lynne Hrabak provide IRS electronic filing and tax advice for individuals and businesses?
Yes. The site describes an accounting practice that covers both individual and business clients, and it lists tax preparation with electronic filing among its services. It also has a dedicated "Tax Advice" section in its navigation, so tax guidance is presented as part of the offering rather than a one-off filing service.
What the practice says it handles
- Tax preparation, including electronic filing
- Tax advice
- Auditing and consulting
- Bookkeeping and payroll
- Business start-up services
Who this fits
- Individuals who want their return prepared and filed electronically, and who may want advice on their specific tax situation.
- Small businesses that need bookkeeping, payroll, start-up help or an audit alongside tax work — one office rather than several providers.
- Clients who value direct contact. The site states you won't talk to a secretary: Davette greets clients at the door and answers the phone herself. For someone who dislikes being passed between staff, that's the main draw.
The trade-off to weigh
A solo practitioner model cuts both ways. You get continuity and a single point of contact, but availability depends on one person, which can matter during filing season. The site also emphasises "inexpensive rates," but no figures are published, so cost is a question to raise directly rather than assume.
Next step
Before your first appointment, prepare a short list: prior-year returns, income documents, and — if you run a business — your bookkeeping records and payroll details. Then ask two specific questions by phone: whether electronic filing is included in the preparation fee, and how far ahead you should book for peak season. If you want to compare credentials or check the firm's standing independently, the AICPA and WICPA both explain what CPA and related designations require.
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